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Now viewing: Loan Operations Specialist
CB
Central Bancompany
Loan Operations Specialist
Entry-Level JobVerifiedNo experience needed
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Entry-Level Job
Verified
No experience needed
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Job Description
The Loan Operations Specialist plays a vital role in supporting the daily operations of our financial institution. This position is responsible for efficiently handling loan documentation, customer service, account management, and administrative tasks while maintaining a high standard of accuracy and professionalism.
Key Duties and Responsibilities
Qualifications
Key Duties and Responsibilities
Phone Support:
Answer incoming phone calls, direct inquiries to appropriate departments, and provide prompt, courteous assistance to clients and team members.Customer Assistance:
Assist customers with general inquiries, account information, and support needs, delivering a superior client experience.Transaction Processing:
Run financial transactions using the Encore platform, maintaining accuracy.Floorplan Program Oversight:
Assist with the management of the floorplan program, including monitoring inventory, processing advances, and ensuring program compliance.Advances Processing:
Process loan advances in accordance with established procedures and timelines.Returned Mail Handling:
Process returned mail to update customer records and maintain accurate contact information.- Assist in the daily opening, sorting, and distributing of mail.
Additional Duties:
Perform other duties as assigned by management to support departmental and organizational goals.Qualifications
- High school diploma or equivalent required
- Prior experience in banking, lending, or financial services is highly desirable.
- Strong organizational and time management skills.
- Excellent communication and customer service abilities.
- Proficiency in computer systems, especially Accu and Encore platforms, is preferred.
- Attention to detail and ability to handle confidential information This position requires working in a professional office setting, interacting with customers, colleagues, and management on a daily basis.