Booking new loans and completing transactions on existing loans
Reviewing and processing various forms of monetary related transactions on the applicable commercial loan systems.
Completing transactions and transferring funds to internal general ledger or DDA accounts
Process transactions for customer relationships using the ACBS, Loan IQ, Servicing Express, VLS loan systems, Track Incoming Customer’s Requests
Exceptional customer service skills - Customer contact focuses on high volume or unique activities requiring interaction with internal market and credit partners. (Ability to calculate interest and fee accruals for billing is required for this role.) Miscellaneous debits and credits as they relate to loan funding.
Research detailed requests from our line of business partners related to processed transactions.
Resolves transaction exceptions or rejects, Participating in project and working groups as required
Responsible for meeting service level expectations in addition to team individual productivity and quality goals, Other duties as assigned
Required Qualifications, skills and capabilities
Bachelor’s degree with 1-3 years of loan servicing and customer service experience or equivalent is required
Demonstrates strong verbal and written communication skills and an ability to work quickly and accurately in a high-pressure environment.
Strong client focus mind-set with proficiency in consulting/advising clients, answering inquiries and providing information, and effectively managing difficult conversations.
Demonstrated focus on ownership, follow-up, and relationship management.
Ability to multitask
Excellent prioritization and time management skills
Attention to detail
Strong PC navigation skills; proficient in Microsoft Office suite (i.e. Excel, Word, Outlook, etc.)