Loan Support Associate

Responsibilities

• Executes standard transactions/processes utilizing standard procedures. May have specific responsibility for specialized product or functional area. May have responsibility for assigned accounts or portfolio.
• Processes and/or reconciles transactions in accordance with established policies and procedures. Partners with internal and/or external business partners to route communications, documents or other action items to complete transactions. Identifies and may address or resolve exceptions; escalates appropriately. May interact with customers and have assigned accounts or portfolio.
• Ensures the appropriate materials and documentation are available to complete transactions.
• Provides responses and documentation to inquiries and ad hoc requests. Completes research and provides feedback on workflow and work received.
• Reviews transactions and related documents and verifies work processes to ensure completeness, accuracy and conformance to established service levels and applicable policies and procedures.

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licenses needed to be successful in this position.

• Analytical Thinking
• Capital Management
• Compliance Requirements
• Documentations
• Due Diligence
• Loan Documentation
• Regulatory Compliance
• Risk Mitigation Strategies

• Accuracy and Attention to Detail
• Decision Making and Critical Thinking
• Effective Communications
• Flexibility and Adaptability
• Managing Multiple Priorities
• Operational Functions
• Problem Management Process
• Products and Services
• Standard Operating Procedures

Roles at this level typically do not require a university / college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties. Typically