Small enough to care. Big enough to deliver.

This role provides support and assistance with the administration of various loan-related software programs, reconciling of internal accounts, and performing escrow related functions. This position includes handling customer requests and servicing existing loan accounts.

• Assists with the administration and accuracy of data input within loan related software and websites.
• Inputs loan information and completes maintenance in the bank core operating software.
• Performs checkback of loan data entry to ensure integrity of entries and information stored in the bank’s core operating system; this may include note maintenance checkback, file documentation reviews, and compliance reviews.
• Creates timely reconcilements for several crucial general ledger and internal Demand Deposit Accounts (“DDA”).
• Processes loan payments.
• Assists with the servicing of existing loan account relationships such as:
  • Participations
  • Secondary Market loans
  • Swap loan transactions
  • Letters of Credit
  • Charged-off loans and Other Real Estate Owned (“OREO”)
• Assists with performing escrow functions which may include:
  • Monitoring payment dates for insurance and taxes;
  • Updating tax and insurance amounts in the core operating system;
  • Producing and mailing loan-related customer checks;
  • Reconciling related accounts.
• Handles incoming telephone calls and email requests from customers.
• Assists with miscellaneous filing and document imaging.
• Performs other duties as assigned.

• Post high school education preferred or equivalent combination of education and related work experience.
• In addition to education in  business or a related field, prefer 6 months to 1 year of experience in a loan operations-related role.
• Banking or financial experience is also preferred.