Consumer-Small Business Loan Ops Client Specialist

Take the next step toward your new career today!

Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve.

At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country!

The Consumer/Small Business Loan Ops Client Specialist I is responsible for providing excellent customer service to Consumer and Small Business clients including internal and external customers, assisting with their requests, questions, and concerns. This includes processing service requests, posting payments, quoting payoffs, account updates, resolving or escalating complaints, and providing accurate information.

• Answer incoming calls; communicate directly and build strong business relationships with clients, as well as internal and external service providers.
• Return phone calls in a timely manner and provide excellent customer service to both internal and external clients.
• Respond promptly to requests submitted electronically or via US mail.
• Effectively communicate and coordinate with internal departments to resolve matters and/or find solutions.
• Maintain a professional attitude regarding client’s confidential information.

• Proficiency with Microsoft Office (Excel, Word, Outlook, SharePoint) and ability to navigate financial software applications (Mozart, Bancline).
• Willingness to assist clients in a positive manner.
• Effective listening and clear communications skills, both written and verbal.
• Excellent organizational and data entry skills, ability to maintain accuracy and meet deadlines.
• Strong attention to detail, ability to multi-task and follow up until tasks are complete.
• Ability to maintain composure, use positive language, patience, and convey a positive attitude while interacting with clients and internal team members.
• Customer service orientation with effective problem‑solving abilities.

Operations

Texas-The Woodlands

Full‑time

TX - Operations Center‑0100

Ongoing

Texas - Houston

• 2+ years of customer service experience in the banking or financial services industry required. Branch experience preferred.

• High school diploma or equivalent.

• Full‑Time.

• None.

• 0% – negligible amount of travel expected.

• Professional environment with extensive use of telephone and personal computer. Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

Woodforest is an Equal Opportunity Employer, including Disability and Veterans.