Location: Monument, Integrity Bank & Trust

Level/Salary Range: $17.75 to $19.25/hr. based on experience level

Position Type: Non-Exempt (hourly basis), Full-Time Position

Summary of Position:

The Loan Operations Specialist is responsible for providing operations support to the loan department in addition to providing exceptional customer service to both internal and external customers. This position is responsible for scanning loan files, processing loan transactions, processing loan payoffs, and responding to customer service inquiries. The Loan Operations Specialist plays an integral part of the Loan Operations team to ensure documentation is accurate, processed within required timeframes, and ensures that company established policies and other regulatory/compliance requirements are met.

Essential Job Functions:

• Scan and upload all documentation for new, renewed, and paid off loans
• Process loan payments and advances while ensuring proper documentation and approval has been obtained
• Process loan payoffs and release collateral
• Accurately track file exceptions relating to loan documentation, financial documents, or evidence of insurance
• Communicate with customers and lenders to respond to inquiries, resolve problems, and obtain additional documentation
• Respond to customer service requests via phone, email, mail, or in person

Skills and Specifications:

• Excellent communication skills to include listening, verbal, and written
• Detail oriented with strong organizational, time management, data review, and processing skills
• Ability to manage multiple assignments and sometimes competing deadlines in a fast-paced environment, with an emphasis on accuracy and quality.
• Project a professional image through appropriate business attire, ethical behavior, personal responsibility, punctuality, flexibility, and respect for confidentiality with sensitive information.

Minimum Requirements:

• High school diploma or equivalent
• Minimum of one-year banking experience
• Proficient use of MS Office products (Word, Excel, & Outlook)
• Typing skills to meet production needs of the position
• Notary or willing to obtain a notary license within six months of hire

Preferred Qualifications:

• Basic understanding of consumer and commercial loan documentation, collateral perfection
• Knowledge of bank accounting practices including the understanding of debit/credit relationships
• Working knowledge of financial services loan systems and documentation applications: for example, LaserPro, AccuSystems, CSI/NuPoint

Branch: Positions open at multiple locations

Level/Salary Range: $15.00 to $20.00/hr. based on experience and qualifications

Bank Area: Retail

Position Type: Non-Exempt (hourly basis), Part-Time and Full-Time Positions Available

Job Description/Role and Responsibilities:

• Teller Operations-
  • Ability to process a variety of teller transactions and cash balancing. Perform other duties as needed.
• New Accounts/Services-
  • Responsibilities include the ability to perform new account openings and closings. Ability to identify additional services and refer, if appropriate, to other lines of business.
• Customer Service-
  • High level of customer interactions of all types; requiring a wide knowledge of bank services to include all electronic offerings
  • Answer telephone calls and handle issues with proficiency
• Flexibility to perform other duties as assigned and maintain a level of professionalism and appearance.
• Know, adhere and administer all other compliance-related procedures and processes relevant to banking functions; e.g. BSA/AML, GLBA, IT Security, etc.

Skills and Specifications:

• Cash handling experience
• Good at multitasking, prioritizing work and possess flexibility in day to day workflow
• Good verbal and written communication skills
• Be proactive and perceptive in caring for customers and team members
• Must be detail oriented and have a basic knowledge of accounting
• Represents the bank in a manner that maintains and expands banking relationships
• Ability to work within a team environment
• Possess a positive attitude, with a professional image and professional energy

Education Requirements:

• High school diploma or equivalent

Other Requirements:

• Must be able to work Saturday’s and occasional evenings
• Be a notary or willing to obtain a notary license
• Knowledgeable in Microsoft Word and Excel
• Ability to adapt to a flexible work schedule
• Advocate the Integrity Code of Culture