Loan Administration & Customer Care Specialist

Citizens Alliance Bank; Clara City (MN); On-site; USD 45,000 - 65,000; Full time

Job summary

Citizens Alliance Bank is seeking a Loan Admin Officer to provide professional loan support and clerical assistance to Loan Officers and the Credit Manager. You will handle inquiries, assist in loan processing, and ensure compliance with bank policies and regulatory requirements.

The role involves maintaining loan portfolios, preparing documentation, and cross-selling loan products while upholding safety, soundness, and audit standards.

Qualifications

• High School diploma or GED.
• Three to five years of banking experience.
• Three to five years of administrative experience and/or customer service experience.
• Proficiency in Microsoft Suites.

Responsibilities

• Maintain existing loan portfolio.
• Prepare loan documentation as required by Loan Officers.
• Take loan applications and approve or reject loan requests in accordance with loan policies and procedures.
• Verify account balances, give out account information to customers, print copies of items and/or statements from customer accounts.
• Provide customer service to applicants throughout the entire loan process.
• Maintain loan accounts on the Bank’s software and collect loan files and documentation for audit and review purposes.
• Be proactive in obtaining new loan customers for the bank.
• Travel for trade and industry schools and seminars as needed.
• Adhere to all applicable federal and state laws, regulations, and guidance, including BSA/AML, as well as adhere to the Bank’s policies and procedures.

Skills

Banking experience

Administrative experience

Customer service experience

Microsoft Office proficiency

Education

High School diploma or GED

Tools

Microsoft Office

Job description

Citizens Alliance Bank is seeking a Loan Admin Officer to provide professional loan support and clerical assistance to Loan Officers and the Credit Manager. You will handle inquiries, assist in loan processing, and ensure compliance with bank policies and regulatory requirements.

The role involves maintaining loan portfolios, preparing documentation, and cross-selling loan products while upholding safety, soundness, and audit standards.