Loan Operations Specialist
Jefferson Bank
The Loan Operations Specialist plays a vital role in supporting the daily operations of our financial institution. This position is responsible for efficiently handling loan documentation, customer service, account management, and administrative tasks while maintaining a high standard of accuracy and professionalism. Key Duties And Responsibilities Phone Support: Answer incoming phone calls, direct inquiries to appropriate departments, and provide prompt, courteous assistance to clients and team members. Customer Assistance: Assist customers with general inquiries, account information, and support needs, delivering a superior client experience. Transaction Processing: Run financial transactions using the Encore platform, maintaining accuracy. Floorplan Program Oversight: Assist with the management of the floorplan program, including monitoring inventory, processing advances, and ensuring program compliance. Advances Processing: Process loan advances in accordance with established procedures and timelines. Returned Mail Handling: Process returned mail to update customer records and maintain accurate contact information. Assist in the daily opening, sorting, and distributing of mail. Additional Duties: Perform other duties as assigned by management to support departmental and organizational goals. #J-18808-Ljbffr
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