Loan Operations Specialist - On-Site & Client Support

Tru Point Bank; Grundy (VA); On-site; USD 31,000 - 33,000; Full time

Job summary

Tru Point Bank in Grundy, VA is seeking a Loan Operations Clerk to provide clerical support to the Loan Operations Department. This on-site role requires no remote work and involves handling loan payoffs, answering customer questions, and maintaining confidentiality.

Minimum education is a High School Diploma with an Associates degree preferred or equivalent experience. Candidates should be organized, have strong communication skills, and be proficient in Word and Excel.

Qualifications

• High School Diploma or Equivalent required.
• Associates Degree preferred or comparable work experience.

Responsibilities

• Provides clerical support to the Loan Operations Department.
• Performs final loan review after scanning.
• Assists customers with loan account questions and payoff inquiries.
• Maintains customer privacy and confidentiality.
• Records referrals, incidents, and activities in the 360 View system.
• Supports marketing, sales campaigns, and relationship-building efforts at the Grundy location.

Skills

Word

Excel

Education

High School Diploma or Equivalent

Associate's Degree

Job description

Tru Point Bank in Grundy, VA is seeking a Loan Operations Clerk to provide clerical support to the Loan Operations Department. This on-site role requires no remote work and involves handling loan payoffs, answering customer questions, and maintaining confidentiality.

Minimum education is a High School Diploma with an Associates degree preferred or equivalent experience. Candidates should be organized, have strong communication skills, and be proficient in Word and Excel.