Customer Experience & Loan Ops Specialist

TruCommunity Bank; Turtle Lake (ND); On-site; USD 36,000 - 48,000; Full time

Job summary

TruCommunity Bank in Turtle Lake seeks a Customer Service Representative (CSR) & Loan Operations Specialist to join our Retail Banking & Lending teams. This dual role blends frontline service with loan processing and documentation support to ensure timely, accurate transactions and a superior customer experience.

You will handle account services, debit and online banking needs, CTRs, and loan file preparation while coordinating with lenders and operations staff.

Qualifications

• Self-motivated and able to work independently with a proactive approach to problem-solving
• High attention to detail and accuracy in documentation and processes
• Demonstrated ability to handle confidential information with discretion and professionalism
• Strong multitasking and prioritization skills in a dynamic environment
• Exceptional organizational and time management abilities
• Service-oriented with strong interpersonal and communication skills that promote trust and collaboration
• Strong computer and technology skills
• Ability to learn banking systems, lending procedures, and regulatory requirements
• Team-oriented mindset with a willingness to support multiple business functions
• Positive attitude and commitment to excellent customer service
• Banking, customer service, lending, administrative, or financial services experience is helpful but not required; training will be provided for the right candidate

Responsibilities

• Provide exceptional customer service and relationship support
• Provide account services by cashing checks, making deposits, account withdrawals, and all other customer services needed
• Open and close accounts (checking, savings, and CDs)
• Assist customers with debit card services, online banking, mobile banking, and account-related requests
• Complete CTRs and other required compliance activities
• Process and send CD notes and disclosures
• ATM balancing & stocking money weekly at ATM locations
• Support branch balancing and operational functions
• Identify opportunities to refer customers to additional bank products and services
• Assist with branch operational and administrative support as needed
• Assist lenders and loan operations staff with loan documentation and file preparation
• Maintain loan files and ensure documentation is complete, accurate, and organized
• Process paid loan documentation
• Assist with collection, tracking, and verification of required loan documentation
• Communicate with customers regarding loan documentation and follow-up requests
• Process loan-related correspondence and maintain records

Skills

Customer service

Attention to detail

Discretion

Multitasking

Organizational skills

Communication skills

Problem solving

Banking systems

Team collaboration

Learning mindset

Job description

TruCommunity Bank in Turtle Lake seeks a Customer Service Representative (CSR) & Loan Operations Specialist to join our Retail Banking & Lending teams. This dual role blends frontline service with loan processing and documentation support to ensure timely, accurate transactions and a superior customer experience.

You will handle account services, debit and online banking needs, CTRs, and loan file preparation while coordinating with lenders and operations staff.