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

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.

The Loan Operations Specialist should be comfortable multitasking, prioritizing responsibilities, and adapting to changing needs.