Loan Admin Support

Farmers State Bank; Marion (IA); On-site; USD 38,000 - 54,000; Full time

Job summary

Farmers State Bank is seeking a detail-oriented Loan Operations Associate to support loan booking, funding, and maintenance with a focus on accuracy and timely processing.

You will interact with customers and internal teams to ensure compliant handling of notices, statements, and escrow analyses while maintaining strong service standards.

Qualifications

• High school diploma or equivalent.
• One year of computer skills, including data entry.
• Proficient with Word and Excel.
• Accurate with strong attention to detail.
• Effective problem solving and decision making.
• Ability to multi-task in a deadline-oriented environment.
• Proficient verbal and written communication skills.
• Dependable with a customer service focus.
• Ability to contribute in a team environment and meet goals.
• Courteous and professional; align with bank values.

Responsibilities

• Responsible for accurate and timely booking and funding of new loans, renewals, and changes to existing loans.
• Balances uncomplicated loan general ledgers and resolves data inconsistencies.
• Delivers loan-related notices to customers, including billing statements and escrow analyses.
• Assists with account research, reports, filing, and scanning as directed by Loan Operations Team Lead.
• Handles non-complex inquiries to ensure prompt, accurate customer service.

Skills

Attention to detail

Problem solving

Multi-tasking

Verbal communication

Written communication

Customer service focus

Team player

Dependable

Courteous and professional

Core values alignment

Education

High school diploma or equivalent

Tools

Word

Excel

Job description

POSITION SUMMARY

Provides accurate and timely support to the lending area for all loan types while ensuring applicable policies, procedures, and regulations are being followed. Some Interaction with internal and external customers is expected to provide an exceptional customer experience at all times.

PRIMARY ACCOUNTABILITIES AND RESPONSIBILITIES

ACCOUNTABILITY 1

Responsible for accurate and timely booking and funding of new loans, as well as completing renewals and making other documented changes to existing loans. This includes uploading loan information to the core banking system. This also includes tracking and follow-up on loan adjustments including but not limited to payment application and posting.

ACCOUNTABILITY 2

Balances uncomplicated loan related general ledgers and internal accounts. Makes contacts to resolve questions, inconsistencies, or missing data.

ACCOUNTABILITY 3

Ensures delivery of loan-related notices to customers. This includes scheduled items such as billing statements and annual escrow analysis statements, as well as as-needed items such as missing vehicle title notifications.

ACCOUNTABILITY 4

Assists with account research and reports, filing, and scanning as needed at the direction of the Loan Operations Team Lead.

ACCOUNTABILITY 5

Responsible for non-complex external and internal customer inquiries for loan questions, ensuring prompt and accurate problem resolution occurs to ensure excellent customer service.

SECONDARY DUTIES AND RESPONSIBILITIES

• Actively seeks opportunities to strengthen ties between the Bank and the community, while maintaining a positive, professional, and respectful image of the Bank.
• Other duties as assigned.

EDUCATION, EXPERIENCE, AND OTHER REQUIREMENTS

• High school diploma or equivalent
• One year previous computer skills, preferably including data entry
• Proficient computer skills to include Word and Excel
• Accurate with a strong attention to detail
• Effective problem solving and decision making skills
• Ability to multi-task and handle changing priorities in a deadline oriented environment
• Proficient verbal and written communication skills
• Dependable
• Customer service focus
• The ability to contribute in a team environment, ensuring that departmental and individual goals are met
• Courteous and professional
• Desire and ability to abide by the Bank's core values

PERFORMANCE MEASURES

• Job knowledge & skills to meet job expectations
• Accuracy and timeliness of work
• Ability to meet productivity standards
• Communication & teamwork
• Adherence to all applicable Bank policies & procedures

ESSENTIAL FUNCTIONS

• Position requires the individual to remember and recall processes, complete tasks independently, complete tasks that are time defined, learn new tasks or processes, and maintain focus. Uses logic to solve problems as they arise.
• Light office work that is sedentary. Work is performed sitting most of the time with the ability to stand and move at the employee's discretion.
• Fingering: Picking, pinching, typing or otherwise working, primarily with fingers rather than with whole hand or arm.
• Visual activity: Close visual acuity to perform activities such as: viewing a computer screen, comparing data and figures.
• Talking: Expressing or exchanging ideas by means of the spoken word; activities where detailed or important spoken instructions must be conveyed to others accurately.
• Hearing: Perceiving the nature of sounds at normal speaking levels with or without correction, and having the ability to receive detailed information through oral communication, and making fine discriminations in sound.
• Fluent English language communication skills including speaking, reading and writing are needed to effectively handle interpersonal and/or customer relationships.