Loan Operations Specialist

Central-Bank-c44c5195; Jefferson City (MO); On-site; USD 42,000 - 54,000; Full time

Job summary

Central Bank is seeking a Loan Operations Specialist at our Lending Center to support daily loan operations, document handling, and customer service with accuracy and professionalism.

You will process transactions on the Encore platform, assist with the floorplan program, manage mail and filings, and help with opening and routing mail, working Monday through Friday 7:30am to 4:30pm in a professional office setting.

Qualifications

• High school diploma or equivalent required.
• Prior banking/financial services experience is desirable.
• Strong organizational and time management skills.
• Excellent communication and customer service abilities.
• Proficiency with computer systems, especially Accu and Encore platforms, is preferred.
• Attention to detail and ability to handle confidential information.

Responsibilities

• Handle loan documentation and customer service with accuracy.
• Process transactions and manage account information using Encore.
• Assist with floorplan program oversight and compliance.
• Process loan advances and update customer records.
• Sort, open, and distribute mail; support daily office tasks.

Skills

Organizational skills

Time management

Communication skills

Education

High school diploma or equivalent

Tools

Accu

Encore

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.

Requirements

Qualifications

• High school diploma or equivalent required
• Prior experience in banking, lending, or financial services is highly desirable.
• Strong organizational and time management skills.
• Excellent communication and customer service abilities.
• Proficiency in computer systems, especially Accu and Encore platforms, is preferred.
• Attention to detail and ability to handle confidential information

This position requires working in a professional office setting, interacting with customers, colleagues, and management on a daily basis. The Loan Operations Specialist should be comfortable multitasking, prioritizing responsibilities, and adapting to changing needs.

Position Type

Full Time - Regular

Department

Commercial Loan-002101

Location

Lending Center

Work Hours

Monday - Friday 7:30am - 4:30pm

Standard Hours

40

Area of Interest

Commercial Loans

Work Location Options

On-Site

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