Loan Operations Specialist at CENTRAL BANCOMPANY, INC.

Jefferson City, Missouri, United States -

Full Time

Start Date

Immediate

Expiry Date

12 Mar, 26

Salary

0.0

Posted On

12 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Loan Documentation, Customer Service, Account Management, Document Management, Transaction Processing, Attention to Detail, Organizational Skills, Time Management, Communication Skills, Confidentiality, Insurance Scanning, Phone Support, Customer Assistance, Advances Processing, Product Reviews, Returned Mail Handling

Industry

Banking

Description

SUMMARY 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 * Insurance Scanning: Scan insurance documents weekly to ensure all files are up-to-date and accessible for compliance and audit purposes. * Document Management: Upload loan documents to the Accu system, ensuring that all records are complete, accurate, and properly filed. * 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. * Account Opening: Open Home Equity Line of Credit (HELOC) and Construction Checking accounts in Encore, ensuring all required documentation is properly completed and processed. * Floorplan Program Oversight: Oversee 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. * Product Reviews: Perform product reviews for new and renewed loans. * Customer Communications: Send Welcome Letters to new customers, ensuring timely and accurate communication. * 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 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. WORK ENVIRONMENT 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.

Responsibilities

The Loan Operations Specialist is responsible for handling loan documentation, customer service, account management, and administrative tasks. This role ensures accuracy and professionalism while supporting the daily operations of the financial institution.