Loan Servicing Specialist - Consumer

Loan Servicing Specialist I – Consumer

Summary:

This position is responsible for ensuring effective Loan Servicing functions in accordance with First United policies and standards.

• Upload loan transactions accurately and timely to the core loan accounting system in accordance with approved request, policies and procedures.
• Ensure accurate and timely file maintenance and/or adjustments of loan data in core loan accounting system.
• Ensure accurate and timely application of payments received.
• Ensure participating loan accounts balance with participating financial institutions.
• Send and receive payment advice, confirm transactional information and follow up correspondence with participating financial institutions.
• Process daily and monthly reports generated from core loan accounting system and other designated reports.
• Assist internal customers with routine loan inquiries.
• Maintain a professional work/copy room environment.
• Assist other departments as needed.
• Handle internal customer complaints and communicate issues to supervisor as needed.
• Recommend to supervisor possible methods to improve department efficiency.
• Complete all required compliance exams on a yearly basis.
• Adhere to all First United policies and procedures.
• Dress professionally.
• Perform other duties as assigned by supervisor.

• High school diploma or GED required.
• Minimum one year working experience in the loan area of a banking institution.
• Six months to one year of hands‑on experience with boarding loans or performing maintenance in a core loan accounting system.
• Good understanding of financial institution products and services (preferred).
• Strong understanding of loans and loan products (preferred).
• Excellent use of Microsoft Word and Excel (preferred).
• Good understanding of computer spreadsheet and word processing programs.
• Ability to initiate tasks and projects with little or no supervision.
• Exceptional customer service skills.
• Good problem‑solving and decision‑making skills.
• Demonstrates good judgment.
• Strong organizational skills.
• Strong interpersonal skills and ability to work well with a wide range of people.
• Ability to communicate well with internal customers by all means of communication including written, verbal, and non‑verbal communication.
• Willingness to accept additional responsibilities.
• Dependable and adheres to timelines and schedules.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.