Loan Support Specialist

Under general supervision of the Commercial Loan Processing Manager, in conformance with established policies and procedures the Business Loan Processor will provide direct assistance to the Commercial Relationship Managers (RM) with loan portfolio administration for proper documentation and compliance requirements. Assist the (RM) Loan Officers with new loan applications by using existing resources to generate credit reports, insurance verifications, collateral documentation, and customer/client financial statements.

Employees must be engaging, solution-oriented and both positive and proactive.

• Become familiar with and understand the bank’s loan policy manual
• Become familiar with and maintain knowledge on all bank & loan operating systems
• Review commercial loan files to ensure all necessary documents are provided and properly prepared, including appraisals, organizational documents, title insurance, property insurance, etc
• Provide general assistance to Commercial Relationship Managers (RM) with file maintenance, customer support, etc
• Maintain virtual folders for preparation of document production and scanning to the internal systems
• Maintain a working knowledge of credit authorization documents and applicable worksheets to assist Commercial Relationship Manager (RM) with completion
• Assist with customer loan inquiries, payoffs, payments, etc.
• Promote bank services and recognize cross sell opportunities
• Provide prompt and courteous service to all internal and external customers, supporting the goals and mission of the Bank
• Must comply with all company policies and procedures and all applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Must complete the assigned online training courses and achieve a passing score by due date
• Maintain a strong working knowledge of loan compliance, state and federal regulations and conduct research as needed
• Become familiar with and periodically review the bank’s robbery recovery procedures
• Perform other duties assigned by supervisor
• Regular and predictable attendance to accomplish job duties and provide in-person contact with customers

Employees are required to actively use the service pledge in all customer encounters

Service Pledge:

Smile

Eye Contact

Refer to Customer by name

Viable Options

Instant Acknowledgement

Customers Always Come First

End with “Thank you”

• High school diploma or equivalency
• Two years of bank experience with training in a loan position desired

• Proficiency with use of personal computers and associated software, including Word and Excel. Typing accuracy and speed of at least 50 words per minute
• Excellent grammatical, punctuation, spelling, and editing skills
• Exhibit professional and friendly attitude; strong communications and interpersonal skills to address customer questions and concerns
• Must be able to handle multiple tasks moving quickly from one task to another without loss of accuracy or composure
• Must be detail oriented. Able to perform repetitive work with consistency and accuracy. Able to find and correct errors. Able to communicate technical information, both verbally and in writing
• Demonstrated ability to manage time and meet deadlines in a fast-paced environment. Able to learn all loan functions as required
• Demonstrated ability to exercise sound judgment in handling confidential and sensitive information

Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise level.

The physical demands described here are representative of those that must be met by an employee to…