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About the role
Key responsibilities & impact- Performs various administrative tasks involved in servicing Loans
- Performs highly complex or non-routine administrative tasks exercising significant judgment and discretion in the performance of duties usually in support of a single unit or team within Loan Operations
- Tasks are performed independently with limited supervision and review
- Tasks may include research, processing incoming mail, customer service and contact, and external agency contact
- Provides information and procedural knowledge for less experienced staff
- Performs research on suspicious items and reports findings to appropriate resource to help prevent fraudulent activities
- Makes entries in general ledger related to paperwork and information processed
- Approves and reviews general ledger entries and/or invoices for accuracy and completeness
- Provides input and assistance to management in developing and maintaining budget
- Identifies, audits, investigates, and rectifies departmental discrepancies
- Reviews work and provides information and procedural knowledge to less experienced staff
- Provides the primary leadership of a unit or team within Loan Operations including input to performance management, coaching, and guidance to team members
- Responds to the most complex inquiries and issues from customers and internal units; researches information to provide responses and resolution
- Contacts customers to explain items affecting their accounts
- Follows up with branches and other units to resolve discrepancies and customer issues
Requirements
What you’ll need- High school diploma or GED
- 3+ years related experience
- Proven knowledge of Loan Operations policies and procedures as well as related agency regulations
- Proven computer literacy and proficiency in common PC applications
- Proven attention to detail and the ability to prioritize workload to meet unit objectives
- Proven ability to provide guidance to others, clarifying complex policies and procedures and facilitating knowledge-sharing in the work group is required
- Excellent interpersonal skills, as well as excellent written and verbal skills
- Must possess strong analytical and administrative abilities
- MS Office Suite, especially Excel preferred
- nCino Salesforce experience preferred
Benefits
Comp & perks- Health and well-being benefits
- Savings and retirement programs
- Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
- Banking benefits and discounts
- Career development opportunities
- Reward and recognition programs
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
administrative tasksgeneral ledger entriesbudget developmentauditinginvestigating discrepanciesresearching informationcustomer servicefraud preventiondata entryperformance management
Soft Skills
attention to detailprioritizationguidanceknowledge-sharinginterpersonal skillswritten communicationverbal communicationanalytical abilitiescoachingleadership
Certifications
high school diplomaGED