Loan Operations Specialist

Jefferson Bank; Jefferson City (MO); On-site; USD 42,000 - 54,000; Full time

Job summary

Jefferson Bank invites applications for a Loan Operations Specialist to support daily banking operations. The role emphasizes accurate loan documentation, customer service, and account management with a professional demeanor.

You'll perform transactions using the Encore platform, assist with the floorplan program, process advances, and maintain up-to-date customer records. Strong organizational skills and reliability are essential in this on-site position in Jefferson City, MO.

Qualifications

• Experience handling loan documentation and processes.
• Strong customer service skills and client-focused approach.
• Ability to manage customer accounts with accuracy.
• Detail-oriented with strong organizational skills.

Responsibilities

• Answer incoming calls and direct inquiries to the correct department.
• Assist customers with general questions and account information.
• Process loan-related transactions and ensure accuracy.
• Support floorplan program oversight and monitor inventory.
• Process loan advances and update customer records.
• Handle returned mail and maintain contact information.
• Assist with daily mail opening and distribution.

Skills

Loan documentation

Customer service

Account management

Attention to detail

Tools

Encore platform

Job description

The Loan Operations Specialist plays a vital role in supporting the daily operations of our financial institution. This position is responsible for efficiently handling loan documentation, customer service, account management, and administrative tasks while maintaining a high standard of accuracy and professionalism.

Key Duties And Responsibilities

• Phone Support: Answer incoming phone calls, direct inquiries to appropriate departments, and provide prompt, courteous assistance to clients and team members.
• Customer Assistance: Assist customers with general inquiries, account information, and support needs, delivering a superior client experience.
• Transaction Processing: Run financial transactions using the Encore platform, maintaining accuracy.
• Floorplan Program Oversight: Assist with the management of the floorplan program, including monitoring inventory, processing advances, and ensuring program compliance.
• Advances Processing: Process loan advances in accordance with established procedures and timelines.
• Returned Mail Handling: Process returned mail to update customer records and maintain accurate contact information.
• Assist in the daily opening, sorting, and distributing of mail.
• Additional Duties: Perform other duties as assigned by management to support departmental and organizational goals.