Loan Support Specialist

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Summary/Objectives: The Loan Support Specialist performs various duties related to ensuring the accuracy of loan information on the bank's core software.

Essential functions:

• Verify proper upload of loan data, including terms, rates, borrower details, and collateral.
• Manually upload secondary market loans to the core system.
• Perform loan maintenance and assist with government-guaranteed loan requirements.
• Track purchased, sold, and participated loans; assist with collateral filings, tracking, and release.
• Ensure core information accuracy through project completion.
• Secure and log collateral documents; research and complete continuations as needed.
• Review closed loan reports daily and manage the mailing of paid Promissory Notes.
• Handle incoming mail, including Clerk's Office items, and maintain collateral records.
• Scan, track, and file collateral documents, ensuring checklists and due dates are set.
• Request, monitor, and deliver appraisals and internal evaluations.
• Perform notary work as required.
• Participate as able in branch marketing and community involvement events.
• Additional duties as assigned as it relates to the position.

Competencies:

• Knowledge of bank policies, procedures, and regulations
• Attend training on bank/job-related topics
• Willing to work on other projects as necessary
• Detail oriented
• Candidate must be a people person
• Candidate must always act professionally
• Able to handle confidential information
• Proficient in Microsoft Office Suite (Word, Outlook, PowerPoint, and Excel)
• Ability to work both independently and as part of a team
• Computer savvy: able to learn new software quickly
• Self-motivated and persistent in following through and learning quickly
• Excellent communication skills - both verbal and written
• Problem solver
• Independent decision maker within authority limits
• Commitment and continuous demonstration of ethical behavior and willingness to adhere to all company policies and current financial legislation.
• Conform to the Bank's core values, which are:

Exceptional Customer Service - Everyone matters, always.

o Family Driven - Ours, yours, we put family first.

o Community Focused - Our communities are the backbone of our business.

o Communication - Open, clear, and honest communication is key.

o Teamwork - Individuals working together to achieve a common goal.

Education/Qualifications:

• A High School Diploma. A college degree in business management or equivalent work experience is a plus.
• A minimum of 2 years' experience in banking and one years' experience in loan operations or teller line
• Successful completion of in-house training

Supervisory:

This position has no direct supervisory responsibilities and may serve as a mentor for other positions in the organization.

Working Conditions:

• Normal office environment.

• While performing the duties of this job, the employee is regularly required to stand, walk, use hands to type, carry, handle, and feel objects, reach with hands and arms, and talk or hear. The employee must occasionally lift and/or move up to 25 pounds or more with assistance. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

• Multitask; perform tasks in an open office environment with noise from conversations, office machines, or other distracting sounds.

• Keep track of assigned tasks

• Occasionally may be exposed to upset customers during everyday activities or work under stress caused by anxious or impatient customers.

First Northern Bank is committed to equal opportunity for all, regardless of race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or other protected characteristics. First Northern Bank will make reasonable accommodations for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation would impose an undue hardship on the operation of our business. If you are interested in applying for an employment opportunity and need reasonable accommodation pursuant to the ADA, please contact us at View phone number on us.fitly.work.

• The work environment characteristics described here represent those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

This document describes this job's general content and performance requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements and does not imply a contract.