Operations Loan Specialist
Listed on 2026-08-29
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Finance & Banking
Banking Operations, Financial Compliance, Regulatory Compliance Specialist
NBT Operations Specialist
Pay Range: $19.36 - $25.81
NBT Operations Specialists independently perform complex operational tasks within Operations functional areas. Utilize technical expertise in the designated area and resolve escalated issues, supporting customer service. Apply advanced knowledge of policy, procedures, regulations, and law to area of focus ensuring accurate completion of assigned responsibilities. Interpret and complete requests for data input, maintenance, verification, and data collection. This role supports both monetary and non-monetary transactions, which require reconciliation.
Utilizing developed analytical and problem-solving skills, provide advice to staff and collaborate with peers, and managers to resolve issues and achieve goals. Creates and updates procedures, with supervisor's approval, while ensuring compliance and following regulations. Activities directly impact customer accounts, bank reporting, and real time information. May prepare reports and furnish information to authorized persons within and external to the bank.
- Associates degree and 2 years' experience required. Or equivalent combination of education and experience.
- Related experience preferred
- Developed analytical and problem-solving skills
- Ability to follow procedures and interrogate data required
- Basic organizational skills required
- Good communication skills (written and oral) required
- Accounting and computer skills preferred.
Job Requirements & Characteristics
- Ability to deliver high quality work in a friendly and fast paced environment
- Ability and willingness to learn new skills
- 50% Process a variety of moderately complex monetary/non-monetary transactions and/or tasks as assigned, which may include but are not limited to: providing guidance to teammates on moderately complex functions, resolving moderately complex exception items, interacting with vendors and project teams. Complete higher level tasks on the team requiring analysis and independent judgement and decision making.
- 15% Provide support to internal and/or external customers as well as department teammates, cross train on and provide coverage for other team duties as required.
- 15% Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position. Ensure ongoing adherence to pertinent policies, procedures, and internal controls. Ongoing focus on risk and fraud mitigation.
- 10% Upholds service level standards under normal conditions.
- 5% Develop and update procedures in conjunction with the supervisor and assist with employee training and onboarding.
- 5% Other duties as assigned
- Communicate effectively with internal and/or external customers
- Stationary 75% of time or greater
- Move Objects to Maximum 10 lbs
At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success.
Wellbeing
At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
Community Involvement
NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
Culture
NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
Career Development
Whether you're just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.
Total Rewards
NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.
Business Stability
NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.
Benefits for Full-Time Employees:
- Generous Paid Time Off:
At least 22 days annually, prorated in the year of hire. - Parental Leave:
Six weeks of paid leave at 100% of your salary. - Comprehensive Medical Coverage:
Includes employer contributions to HSA for High Deductible Health Plan participants. - Dental and Vision Coverage:
Ensuring your overall health and well-being. - Flexible Spending Accounts:
For healthcare and dependent care expenses. - Employer-Paid Disability Coverage:
Both short-term and long-term, with an option to purchase additional long-term coverage. - Life…
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