Loan Servicing Flex Specialist

Primary Responsibilities

• Process loan payments and other financial transitions accurately, efficiently, and in accordance with established procedures.
• Calculate, verify, and process payoff quote requests received from internal and external sources.
• Maintain a comprehensive working knowledge of servicing requirements across all loan products.
• Process participation loan payments and disbursements, including interest calculations, and research and resolve discrepancies with partner institutions.
• Respond to internal and external customer inquiries through the phone queue, CRM email, and other communication channels in a professional, accurate, and service-focused manner.
• Accurately and promptly board commercial loans to the CORE system and review commercial loan setup completed by other team members to ensure required fields are complete and accurate.
• Complete the monthly SBA remittance process for all SBA-guaranteed loans.

Secondary Responsibilities

• Assist with departmental projects, operational initiatives, and tasks assigned by management.
• Provide flexible support to the Loan Servicing and Loan Setup teams based on business needs and workload priorities.

Qualifications/Requirements

• Three to five years of loan operations experience, or an equivalent combination of relevant experience and training.
• Demonstrated sound analytical judgement, strong attention to detail, and ability to review and interpret legal and loan documentation for accuracy.
• Demonstrated effective verbal and written communication skills, understand debit and credit transactions.
• Ability to recognize irregular or suspicious transactions and take appropriate steps or action to prevent loss to the Bank or its customers.
• Proficiency with general PC applications, including Microsoft Word and Excel.
• Demonstrated good quality communication and interpersonal skills – internal partners and external professionals.