Loan Operations Representative II

About the role

TowneBank is a relationship and friendship driven local bank focused on basic human values that creates a warm sense of belonging and financial well-being among our family of members. We are seeking a Loan Operations Representative to handle daily loan booking and loan maintenance activities, assorted clerical loan-related tasks, and provide exquisite customer service to both internal and external members.

Responsibilities

• Monitor daily work queues to review for accuracy and process new loan bookings to the Bank core system.
• Monitor daily work queues to review for accuracy and process loan maintenance to the Bank core system.
• Provide exquisite service to both internal and external members, focusing on delivering quick guidance to internal members requiring loan support.
• Process monetary and clerical functions as needed for loan accounts.
• Comply with all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML), including the Bank Secrecy Act (BSA).

Requirements

• High School Diploma or equivalent education.
• Previous experience with loan document preparation, booking, or review.
• Strong customer service skills in person, on the telephone, and through email.
• Ability to work independently, use logic and judgment to make appropriate decisions, and work well under pressure to meet monthly deadlines.
• Proficiency in Outlook and Microsoft Office products.

Qualifications

• Education with an emphasis in banking/finance or accounting (desired).
• Previous experience with the Bank core system (desired).

Physical Requirements

• Express or exchange ideas by means of the spoken word via email and verbally.
• Exert up to 10 pounds of force occasionally, use arms and legs, and sit most of the time.
• Close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
• Not substantially exposed to adverse environmental conditions.

Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.

Pay

The good-faith compensation range for this role is $37,900.00 to $50,100.00, based on role, market, internal equity, and candidate qualifications.