The Loan Support Specialist works to complete any administrative tasks necessary to process new loans and process loan payments for branch customers. This position is responsible for several reporting functions related to branch’s existing loans. This position is also responsible for ordering, receiving, and recording any necessary loan documentation in order to comply with bank policies and loan regulations. ESSENTIAL FUNCTIONS This position is responsible for the following functions: Responsibilities and Duties Retrieve all necessary documentation to process new loans Assist loan officers by submitting loan orders and clearing document exceptions Ensure required documentation is received, printed, and ready for loan closing Communicate with Loan Operations Department to coordinate loan funding and booking Perform post-closing review File appropriate collateral documentation to perfect liens Assemble, scan, and index loan files Process loan payments and draws Process paid in full loans and release collateral Process invoice payments using accounts payable functions in bank’s database Maintain knowledge of loan policies and procedures Customer Service Demonstrate a commitment to PBT’s customer service philosophy Assist customers with account inquiries Provide courteous service to loan and deposit customers in person, over the phone, and through email communication Various other duties as assigned
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED