Customer Service Specialist 1
Hancock Whitney · New Orleans, LA · 3 wk ago
Customer ServiceFull-time
ESSENTIAL DUTIES & RESPONSIBILITIES
- Boards new/renewed loan transactions to the ALS and CL Systems.
- Servicing transactions for all states.
- Reviews and codes loans to be loaded into the loan system requiring knowledge of loan policy and regulations to enter correctly.
- Contacts preparers of source documents to resolve questions, inconsistencies or missing data.
- Enters alphabetic, numeric, or symbolic data from source documents into system following format displayed on screen and enters necessary codes.
- Compares data entered with source documents on screen to detect errors.
- Works and clears loan system unposted transactions on a daily basis.
- Works and clears loan clearing general ledger entries.
- Makes necessary corrections to information entered.
- Researches and processes customer loan payments daily.
- Processes loan maintenance daily based on loan policy and procedures.
- Performs all other duties/special projects as assigned.
Superivisory Responsibilities
NoneMinimum Required Education, Experience & Knowledge
- Associate Degree or equivalent work experience
- Six months to 1 related experience and/or training
- No certification, licensure, or registrations are required to successfully apply for this job; however, the following certifications from Hancock Whitney’s Computer Based Training (CBT) are required, if applicable, once in this position:
- Certification in Banking Regulations (Reg. B, Reg. CC, Reg. O, Reg. Z)
- Certification in HMDA Compliance
- Certification in CRA, RESPA, RMR Regulations
- Exhibits strong verbal and written communication skills
- Proficient operation of Microsoft Office Products such as Word, Excel, Access, and PowerPoint
- Must be able to establish and maintain a high level of credibility with all levels of internal and external customers
- Detail oriented
- Excellent organizational/planning/project management skills
- Ability to formulate sound conclusions and recommend optimal course of action based on analysis
Essential Mental & Physical Requirements
- Ability to work under stress and meet deadlines
- Ability to operate a keyboard if required to perform the essential job functions
- Ability to read and interpret a document if required to perform the essential job functions
- Ability to travel if required to perform the essential job functions
- Ability to lift/move/carry approximately 20 pounds if required to perform the essential job functions