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Finance
Credit / Loan Counselor
Atmore, AL
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United Bank is an Affirmative Action and Equal Opportunity employer. We consider all qualified applicants without regard to race, color, religious beliefs, sex (including pregnancy), sexual orientation, gender, gender identity, marital status, age, physical or mental disability, genetic information, status as a protected or disabled veteran, national origin, or any other protected characteristic as required by applicable federal, state or local law.
ABOUT THE ORGANIZATION
United Bank is a growing $1.4 billion community bank operating 24 locations in Southwest Alabama and Northwest Florida that is proud to be a certified Community Development Financial Institution. We offer competitive salary and an exceptional benefit package including BCBS medical, dental, vision, 401k with company match up to 5 1/2%, profit sharing, annual bonus opportunity, and more!
CATEGORY
Clerical
DESCRIPTION
To be considered for this position, please complete the online employment application for this position (Apply Now) AND complete the workplace assessment here: https://assessment.predictiveindex.com/bo/6Y0D/UnitedBankApplication_Mar2026_17353
JOB
FUNCTION / SUMMARY
The Loan Specialist I is responsible for loading and funding loans, completing various loan reports, managing both external and internal auto fund transfers, maintaining loan accounts by performing loan maintenance and loan verification, and effectively communicating with lenders through email and telephone.
PRIMARY DUTIES & RESPONSIBILITIES
Perform all duties regarding loading and funding of loans
Loading internal/external auto funds transfer
Perform loan maintenance
Perform loan verification
Creation/completion of various loan reports
Communicating with Lenders via email/phone in a timely manner
Any other duties as assigned by Management.
POSITION REQUIREMENTS MINIMUM REQUIRED EDUCATION, EXPERIENCE & SKILLS
1+ years of clerical and/or banking experience
Exceptional computer and technology skills including Microsoft Office with a heavy concentration in Excel
Exceptional written and verbal communications skills
High School Diploma or equivalent
PREFERRED EDUCATION, EXPERIENCE & SKILLS
Bachelor's or Associate's degree with a concentration in Business, Accounting, or Finance
Prior loan operations experience
Excellent communication skills.
Ability to manage time and competing priorities in a fast-paced environment.
Strong interpersonal skills with the ability to interact with all levels of an organization.
Collaborative professional skills that lead to a collegial and partnered approach to meeting objectives.
High motivation with ability to successfully meet individual and team goals while maintaining individual performance over the long term.
Adaptability and flexibility.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to speak or hear, stand, or sit for long periods of time, open filing cabinets, walk, stoop or bend, use hands to handle or feel and reach with hands and arms. The employee must frequently lift and/or move up to ten pounds, occasionally lift and/or move up to 25 pounds and complete tasks requiring manual dexterity.
WORK ENVIRONMENT
This job operates in a professional office environment.
