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