CHB Loan Support Specialist

Colonial Group; Wheatland (WY); On-site; USD 38,000 - 56,000; Full time

Job summary

CH Brown Company is seeking a Loan Support Specialist to join the Client Services team. The role focuses on delivering excellent customer service to borrowers, originators, and prospective clients while maintaining accurate loan data and performing account maintenance.

Responsibilities include handling high-volume calls, monitoring emails, updating loan information, and supporting other CS workflows. The position requires reliability, attention to detail, and the ability to work across time

Qualifications

• High school diploma or equivalent required.
• One year of administrative or clerical experience.
• One year of telephonic customer service experience in a loan-related area preferred.
• Educational background in accounting or practical experience equivalent is acceptable.
• Must have strong administrative and organizational skills.
• Ability to perform in a high-demand, fast-moving environment.
• Capable of handling sensitive financial transactions and customer relationships.

Responsibilities

• Answer the main line, greet callers, and transfer to the correct work center or voicemail.
• Monitor CS email and forward or reply as appropriate.
• Update loan account information to maintain data accuracy.
• Provide back-up to CS staff and handle past-due inquiries.
• Support other work centers as directed (e.g., Reception, Titles).
• Initiate skip traces, send late payment notices, and assist with loan extensions or modifications.

Skills

Administrative skills

Organizational skills

Telephone communication

Written communication

Self-motivation

Teamwork

Data entry

Problem-solving

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Loan Support Specialist

CH Brown Company

JOB SUMMARY:

The Loan Support Specialist (LSS) is assigned to the Client Services (CS) Department and works closely with other CHB associates internal and external to CS. Their primary duty is to provide excellent customer service to borrowers, third-party originators, and prospective clients in communications and account maintenance. The LSS will answer, greet and reply to incoming phone calls and transfer callers to the appropriate work center/staff and may be required to resolve the caller’s inquiry. Supporting CS duties include but are not limited to record and process loan payments/non-payments, enter and help maintain accurate loan account data, scan/file documents, and provide support to other work centers as directed. Tertiary tasks are to prepare/send communications (voice, email, text) and provide input to create/improve internal processes. Patience, a pleasant demeanor and detail oriented are essential complementary attributes to the skill and ability to work independently and as part of a team in this quick-paced and visible position. Daily work crosses multiple time zones; productivity goals are required.

RESPONSIBILITIES:

ESSENTIAL FUNCTIONS:

1. The primary telephonic greeter for incoming calls: answer the main line and respond/resolve; transfer calls to the correct work center, staff member, or voice mail.
2. Monitor the CS email account and reply or forward to the appropriate work center/staff as appropriate.
3. Update loan account information to help ensure 100% data accuracy.
4. Provide back-up to CS co-workers in their absence/need; help resolve Past Due List entries and respond to account information requests.
5. Support new loans production work centers/staff external to CS Dept. as directed (e.g. Reception, Titles).
6. Initiate Skip Traces, send late payment notices/Default Letters, scan account documents, update customer automated clearing house info, and help with loan extensions, protective advances, and modifications.

1. Initiate and process monthly loan insurance policies when accounts are paid-off.
2. Perform and report loan balancing actions daily to corporate accounting.
3. Compile with customer service experience standards in dealing with clients and co-workers.
4. Perform all other duties of similar nature or level as assigned.
5. Other duties as assigned.

REQUIREMENTS:

Minimum Qualifications:

1. High School diploma or equivalent.
2. One year of full-time work experience in an administrative or clerical support position.
3. One year of telephonic Customer Service work experience desired, preferably in a loan area.
4. Educational background in accounting, or equivalent obtained through practical experience.
5. Must possess strong administrative and organizational skills.
6. Must have the ability to work successfully in a high-demand, fast-moving environment.
7. Must be assertive and possess sound decision-making ability.
8. Competent keyboarding and computer use skills.
9. Previous software experience/skills in Microsoft applications (e.g. Word, Excel, Outlook).
10. Effective oral and written communication skills (including telephone).
11. Self-sufficient / self-starting.
12. General areas of competency: dependability, personal development, work place safety, evaluation and interpersonal skills, prioritization, problem-solving, teamwork, and time management.
13. Demonstrated aptitude to handle sensitive financial transactions and customer relationships.
14. Professional dress and appearance.
15. Must be capable of working with and maintaining the confidentiality of sensitive information.

Physical Requirements:

Light Work - exerting up to 20 pounds of force occasionally, and/up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. Reaching, grasping, repetitive motions, stooping, crouching, standing, walking, lifting, climbing, kneeling, talking, hearing, pulling, pushing, thinking, concentrating and interacting with others.

You should be capable of performing in a reasonable manner, with or without reasonable accommodation, the activities involved in this job. A description of the activities involved in this job is listed above.

Note: The statements herein are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.