Loan Support Specialist

COASTAL STATES BANK • Atlanta, GA

1d • Onsite

About The Position

The Loan Specialist is responsible for customer support for a variety of internal and external audiences. This person will perform a variety of loan administration functions, as well as coordination of closings with all interested parties to ensure compliance with applicable policies, procedures and regulations, and be cross trained in opening new accounts for loan clients. Your responsibilities will include, but not be limited to: Essential Position Responsibilities: Coordinates work with all lenders in the assigned market to assist with the loan platform, nCino. This will include creating new relationships, uploading financials, pipeline and maturing loan management, and working loan exceptions, which include both technical and financial exceptions. Coordinates with lenders and loan team to assist with to coordination of closings, ensuring all conditions and requirements are met and that documents are correct and received on a timely basis for closing. Provides exceptional client service to both external and internal clients. Acquires and maintains knowledge of applicable banking regulations. Ensure procedures are accurately documented in compliance with departmental policy, practices, and regulations. Perform account research for loan clients and answer general deposit service questions for clients. Complete all mandatory training sessions as required by management. Comply with bank procedures and follow regulatory, operational and security guidelines. Contribute to the bank team effort by working on special projects and reports, performing other job-related duties, at the discretion of the Supervisor.

Requirements

• Self-Motivated and Team Player
• Responsiveness
• Provides Exceptional Customer Service
• High Attention to Detail
• Organizational Skills
• Strong Ethics
• Advanced Technical Skills
• Excellent Written and Oral Communication Skills
• The responsibility to acquire and maintain the required knowledge of State and Federal Banking regulations and policies.
• Responsible for the timely completion of all required compliance training such has BSA, Information Security, and other job specific training as assigned.

Nice To Haves

• Bachelor’s Degree in related field or 3-5 years of experience within the business, accounting or financial services industry is preferred.
• Minimum of 5 years of experience in the bank loan operations, and in a regulatory environment including loan production, operations and credit administration is preferred.

Responsibilities

• Coordinates work with all lenders in the assigned market to assist with the loan platform, nCino.
• Coordinates with lenders and loan team to assist with to coordination of closings
• Provides exceptional client service to both external and internal clients.
• Acquires and maintains knowledge of applicable banking regulations.
• Ensure procedures are accurately documented in compliance with departmental policy, practices, and regulations.
• Perform account research for loan clients and answer general deposit service questions for clients.
• Complete all mandatory training sessions as required by management.
• Comply with bank procedures and follow regulatory, operational and security guidelines.
• Contribute to the bank team effort by working on special projects and reports, performing other job-related duties, at the discretion of the Supervisor.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level