Loan Support Specialist
Company: FirstBank
Location: Greensboro
Posted on: March 16, 2023
Job Description:
SUMMARY:
The position of Loan Support Specialist is responsible for
assisting the field with questions regarding all Loan policies and
procedures and systems via email & phone. These questions include
but are not limited to Loan origination, Loan servicing, product
offerings, document and imaging, Bank initiatives, etc.
ESSENTIAL FUNCTIONS:
- Handles inquiries from branch employees via telephone and/or
email.
- Partners with the Training Department to understand new Bank
initiatives, systems, processes, etc. to provide consistent answers
and support to branch employees.
- Partners with all Bank Operations to stay abreast of
operational issues and provide consistent answers and support to
branch employees.
- Researches and responds to questions that are not easily
answered.
- Schedules and hosts conference calls with assigned
branches/regions to share information and field questions.
- Writes and maintains procedures.
- Performs project work as assigned.
- Performs project work as assigned which may include new
equipment installations and training, supporting bank conversions,
and providing one-on-one training as needed in policy and
procedural areas.
- Completes annual compliance courses.
- Adheres specifically to all corporate policies and procedures.
Also adheres to Federal and State regulations and laws; including,
the Bank Secrecy Act and the Anti-Money Laundering Act.
- Adheres to all levels of our Service Excellence standards.
- Performs other duties as required. GENERAL QUALIFICATIONS:
Knowledge & Experience: These specifications are general guidelines
based on the minimum experience normally considered essential to
the satisfactory performance of this position. Individual abilities
may result in some deviation from these guidelines.
- High school diploma or general education degree (GED); or the
equivalent combination of education and experience.
- Work related experience should consist of duties in a business
environment.
- Educational experience, through in-house training sessions,
formal school or financial industry related curriculum, should be
business or financial industry related.
- Requires extensive knowledge of branch and bank operations,
including but not limited to: teller functions, new account
functions, branch security, regulatory compliance, safe deposit,
night deposit, and ATM's.
- Requires knowledge of training administration and training
development.
- Requires extensive knowledge of procedure administration and
development.
- Requires knowledge of branch performance measurement, including
but not limited to: Teller balancing standards and performance,
Branch cash limits and usage, Branch self-assessment activities
(audit), Branch operational losses.
- Requires knowledge and application of project management
skills. Requires analytical, problem solving and communication
skills.
- Generally, requires several years of Loan experience
- In-depth knowledge of banking operations
- Excellent communication skills required
- Strong organizational and planning skills required
- Position requires excellent oral and written communications
skills. Involves routine contact with all levels of personnel
within the Bank.
Physical Demands/Work Environment: Vision, hearing, speech,
dexterity, visual concentration. A valid driver's license is
required. Must have the ability to stand, walk, sit and use hands
and fingers. Must have the ability to work the hours and days
required to complete the essential functions of the position, as
scheduled. The environment is a professional office with standard
office equipment.
Cognitive Requirements: Learning, thinking, concentration, ability
to exercise self-control, ability to work in a customer relations'
environment. Must be able to pay close attention to detail and be
able to work as a member of a team. Must have the ability to
interact effectively with co-workers and customers, and exercise
self-control and diplomacy in customer and employee relations'
situations. Must have the ability to exercise discretion as well as
appropriate judgments when necessary.
Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions.
Keywords: FirstBank, Greensboro , Loan Support Specialist, Other , Greensboro, North Carolina
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