Loan Support Specialist

ROLE

The Loan Support Specialist works to complete any administrative tasks necessary to process new loans and process loan payments for branch customers. This position is responsible for several reporting functions related to branch’s existing loans. This position is also responsible for ordering, receiving, and recording any necessary loan documentation in order to comply with bank policies and loan regulations.

This position is responsible for the following functions:

• Retrieve all necessary documentation to process new loans
• Assist loan officers by submitting loan orders and clearing document exceptions
• Ensure required documentation is received, printed, and ready for loan closing
• Communicate with Loan Operations Department to coordinate loan funding and booking
• Perform post-closing review
• File appropriate collateral documentation to perfect liens
• Assemble, scan, and index loan files
• Process loan payments and draws
• Process paid in full loans and release collateral
• Process invoice payments using accounts payable functions in bank’s database
• Maintain knowledge of loan policies and procedures

• Demonstrate a commitment to PBT’s customer service philosophy
• Assist customers with account inquiries
• Provide courteous service to loan and deposit customers in person, over the phone, and through email communication

EDUCATION/CERTIFICATION: High School Diploma or equivalent required

Bachelor’s degree in business, finance, or related field preferred

REQUIRED KNOWLEDGE: Full knowledge of loan services offered by Peoples Bank and Trust, understanding of all PBT policies and procedures related to loan services provided, knowledge of reports required to maintain and track outstanding loans

EXPERIENCE

REQUIRED:

2+ years banking experience preferred

SKILLS/ABILITIES: Attention to detail, strong written and verbal communication skills, self-motivation, self-management, ability to consistently follow through on tasks, problem-solving, organized, analytical, interpersonal, customer relationship building, time management, computer literacy, and a strong ability to multi-task

TALKING: Ability to speak effectively and communicate clearly

AVERAGE HEARING: Ability to hear average conversations at a standard level in an office environment around other customers and bank personnel

REPETITIVE MOTION: The employee is regularly required to type throughout the day

FINGER DEXTERITY: The employee is regularly required to use their hands to type and maneuver a mouse

AVERAGE VISION: Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception and the ability to adjust focus with 20/20 vision (with or without the assistance of eyeglasses/contacts)

PHYSICAL STRENGTH: The employee must occasionally lift and/or move up to 20 pounds (unassisted) as well as stand, sit, bend, kneel, squat, and walk for long periods of time

General professional office environment with climate control. Adequate lighting. In a rare instance, hours outside of regular bank service hours may be needed.

REASONING ABILITY: Ability to deal with a variety of variables under only limited standardization.

MATHEMATICS ABILITY:
Strong numeric capabilities;
Ability to add, subtract, multiply and divide in all units of measure using whole numbers and common fractions.

LANGUAGE ABILITY: Ability to read, analyze, and interpret documents. Ability to communicate clearly.

Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system.

All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related…