Operations & Lending Support Specialist

Job Description

• Deliver a World Class Experience to clients and associates by supporting the daily functions of the Operations Support and Lending Services departments.
• Learn and process tasks related to deposit and lending operations according to policy and procedure.
• Provide backup support for team members on deposit and lending core tasks as needed.
• Perform callbacks daily for all newly issued debit cards and changes to verify all information has been input properly.
• Confirm proper documentation has been scanned into the system for debit cards.
• Review debit card maintenance exceptions and process debit card return mail.
• Log and maintain any missing information or documentation that is required.
• Assist with reviewing incoming loan packages and preparing necessary documentation.
• Perform callbacks of recently boarded credits.
• Assist department with servicing functions such as payment processing, wire processing, and paid‑note processing.
• Assist with setting up Docusign envelopes.
• Provide quality service to internal customers in a timely manner.
• Handle customer problems, concerns, and issues professionally and maintain confidentiality of customer information.
• Follow privacy and information security policies.
• Adhere to all company policies, federal and state laws and bank regulatory guidance including, but not limited to the Bank Secrecy Act, Office of Foreign Assets Control, Gramm‑Leach‑Bliley Act, Federal Deposit Insurance Corporation Improvement Act, Community Reinvestment Act, Consumer Protection Laws and applicable California Civil Code.
• Ensure all sensitive internal and external customer information is properly safeguarded.
• Use encryption when providing any confidential information by email.
• Provide accurate and timely reports in support of periodic audits by financial and regulatory agencies.
• Perform other duties as assigned.

• HS Diploma or GED.
• 1+ year of administrative experience in bank operations, lending services, or loan documentation.
• Basic accounting knowledge.
• Proficient in MS Office.
• Data entry or document review experience.

• Familiarity with basic accounting or general ledger.