Loan Operations Specialist: Precise Processing & Customer Care

Jefferson Bank

Jefferson City (MO)

On-site

USD 42,000 - 54,000

Full time

2 days ago
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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

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.

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