Loan Support Specialist

Connection Bank•Fort Madison, IA

18h

About The Position

The Loan Support Specialist supports the day-to-day activities of the Loan Department staff. The role provides administrative and clerical support, maintains loan files and records, processes loan-related transactions, and helps ensure the accuracy and compliance of loan records and insurance. The incumbent is expected to embody the bank’s core values, provide excellent customer service, and protect customers’ security and privacy. The position also assists with preparing loan documents, promotes the benefits of the bank’s products and services, and completes assigned compliance training. Duties may change or be supplemented as the bank’s needs and position requirements change.

Requirements

Promote the bank’s core values and project a positive image to internal and external customers.
Maintain confidential information and demonstrate honesty and high ethical standards.
Provide helpful, pleasant, approachable, team-oriented service and strive for high customer satisfaction.
Have knowledge of bank operations, policies, procedures, products, and services.
Use relevant information and individual judgment to assess whether events or processes comply with laws, regulations, and standards.
Develop and maintain constructive, cooperative working relationships.
Demonstrate exceptional oral, written, and interpersonal communication skills and use common sense at work.
Have excellent organizational and time management skills.
Be proficient in computer operations, have working knowledge of Microsoft products, and be able to learn bank-specific programs.
Have typing skills sufficient to meet the position’s production needs.
Have a current driver’s license and a vehicle with appropriate insurance coverage if driving is required for assigned duties.
Be able to work with minimal supervision.
Be able to remain stationary for approximately 90% of the day, move around the office, operate a computer and office machinery, occasionally climb a ladder to service files, and lift or move up to 20 pounds.

Responsibilities

Provide telephone support, screen calls, greet and screen visitors, and respond to routine customer and staff inquiries.
Perform loan department clerical duties, including processing loan payments or fees, processing address changes, and distributing daily loan reports.
File statements, deeds, titles, and other legal documents with appropriate state and federal entities.
Maintain orderly loan files and records, including computer system records.
Tear down paid loan files and distribute appropriate documents in a timely manner.
Ensure loan entries are posted accurately and identify and reconcile unposted or rejected items.
Ensure loans have insurance with accurate mortgagee and/or loss payee information; force-place insurance when required and process insurance payments for escrowed accounts.
Assist with preparing documents for installment, mortgage, and commercial loans as requested.
Advocate the benefits of products and services to promote customer enthusiasm and engagement.
Complete assigned compliance training.
Perform other duties as required or assigned.