Loan Service Representative

Overview

Performs a wide variety of clerical and administrative support for all aspects of the Loan Servicing functions. Coordinates reports, loan documentation, and scanning. Upload new loans for Installment, Commercial & Overdraft Banking. Prepare and process Extensions, Modifications and Deferral Agreements and any other documentation as necessary to process changes to all loan types. Prepare and process paid files. Prepare and process new units and paid units on the Floor Plan System which includes working directly with Floor Plan Dealers.

Work cancelled & expired insurance reports which includes contacting insurance agents to verify current insurance. Provides backup support to others in the loan service and loan processing area when necessary, including booking new loans and processing Officer and customer requests for advances/payments. Exercises independent judgment under moderate supervision. Conducts relationships and activities consistent with established Bank policies, procedures and systems, the Corporate Code of Conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations.

• Prepare and process Extensions, Modifications and Deferral Agreements and any other documentation as necessary to process changes to all loan types.
• Prepare and process new units and paid units on the Floor Plan System.
• Work cancelled & expired insurance report.
• Perform QC function/checkback of new loans.
• Assist with booking new loans.
• Prepare, verify, and input various reports.
• Prepare transactions, reports, correspondence, memos, and perform other clerical/administrative duties in an accurate manner.
• Handle phone calls and take messages.
• Respond to internal and external inquiries regarding loan documents and other banking-related questions.
• Consistently demonstrate proficiency in providing exemplary customer service in person and by telephone.
• Maintain a friendly, positive, and professional attitude.
• Resolve difficult situations with tact and diplomacy.
• Operate a variety of office administration equipment.
• Maintain neat and orderly work area and ensure that all confidential records are secured and/or disposed of properly.
• Attend all required training.
• Assist others in the department as needed and/or directed.
• May be assigned other duties and responsibilities.

May be assigned work or training at other assigned locations.