Operations Loan Specialist

Pay Range: $17.50 - $21.53

Responsible for performing various duties related to Loan Operations within the Loan Support Department. Functions to include but not limited to loading new loan transactions in the core accounting system and performing account maintenance. Review transactions to ensure accuracy, ensuring proper authority has been obtained, process complex transactions, and ensuring compliance with regulations. Ability to interpret all types of consumer loan documents and simple commercial loan documents.

Education and Experience:

• 1 – 2 years’ experience in related field preferred
• Associates Degree in a business related field and/or equivalent business experience preferred
• High School Diploma or Equivalent required

Skills and Abilities:

• Basic understanding of banking practices and knowledge of bank products.
• Self-starter (i.e.. – after initial managerial direction and instruction, candidate is able to complete assigned tasks, identify issues not addressed, and escalate appropriately)
• Aptitude to quickly develop a proficiency of the Bank’s policy, procedures, products, and systems.
• PC skills in a Windows environment to include Word/Excel
• Strong communication and organizational skills. Ability to monitor their own workload and multi-task while juggling competing priorities to ensure completion of all tasks within established timeframes.

Unique Job Characteristics and Requirements:

Hours may be different than 8:00 am to 5:00 pm depending on department needs

Tasks Performed:

• 30% Accurately set up new loans in core accounting system.
• 30% Accurately verify loan set up within core accounting system.
• 30% Perform maintenance activities within department guidelines and in accordance with Bank policies.
• 10% Other duties as assigned.

Physical Requirements:

• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Move Objects to Maximum 10 lbs

Benefits for Full-Time Employees: 

• Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. 

• Parental Leave: Six weeks of paid leave at 100% of your salary. 

• Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. 

• Dental and Vision Coverage: Ensuring your overall health and well-being. 

• Flexible Spending Accounts: For healthcare and dependent care expenses. 

• Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. 

• Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. 

• Voluntary Benefits: Including hospital, accident, and critical illness coverage. 

• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.

• Adoption Assistance: Supporting your growing family. 

• Tuition Reimbursement: Invest in your education and career growth. 

• Employee Assistance Program (EAP): Access to support and resources. 

• Financial and Banking Services: Various benefits and financial planning assistance. 

Benefits for Part-Time Employees Working 20+ Hours/Week: 

• Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. 
• Generous Parental Leave: Six weeks of paid leave at 100%