Loan Ops Clerk

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

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Loan Operations Full Time Loan Operations, Grundy, VA, US 1 Attachments

30+ days ago Requisition ID: 1015

Salary Range: $31,200.00 To $33,280.00 Annually

Position Summary:

This position will provide clerical support to the Loan Operations Department. Position is on-site; no remote work.

Essential Functions:

• Conducts final loan review after scanning

Additional Responsibilities:

• Give loan payoffs and assist customers with questions about their loan accounts
• Research loan questions for customers
• Maintain customer privacy
• Enter referrals, incidents, and activities on 360 View.
• Will be a proactive participant in marketing, sales campaigns, business development, and relationship building efforts that relate to the assigned location or the bank as a whole
• Will be responsible for full compliance with all policies, procedures, rules, and regulations
• Will maintain a strict level of confidentiality
• Perform various other duties as may be assigned or delegated by the manager

Education and Experience:

Minimum: High School Diploma or Equivalent

Preferred: Associates Degree or Comparable Work Experience

Personal Characteristics:

• Good organization skills
• Good verbal and written communication skills
• Proficiency with Microsoft Word and Microsoft Excel
• Ability to maintain strictest level of confidentiality

Loan Operations Clerk category may be governed by the following:

• Education/Training
• Experience

This position description is a guide for accomplishing the Bank’s objectives and covers the primary functions and responsibilities of the position. The individual may be requested to perform other duties as they relate to the Bank and its objectives, and the Bank reserves the right to amend this position description from time to time.

Hourly Rate Depends on Experience

EOE/Veteran/Disability

Summary of Physical, Sensory, and Environmental Requirements Needed to Perform Essential Job Duties:

Job Title: Loan Operations Clerk A. Physical Requirements

• 1. Lifting: Up to 50 pounds.
• 2. Carrying: Up to 50 pounds.
• 3. Pushing/Pulling: Up to 50 pounds.
• 4. Use of Equipment: Continuously
• 4. Use of Equipment: Frequently
• 4. Use of Equipment: Occasionally
• 4. Use of Equipment: Not At All
• 4. Use of Equipment: Explanation
• 5. Sitting
• 6. Standing
• 7. Walking
• 8. Bending
• 9. Stooping
• 10. Crawling
• 11. Climbing
• 12. Reaching Above Head
• 13. Grasping: One Hand
• 13. Grasping: Both Hands
• 14. Fine Manipulating: One Hand
• 14. Fine Manipulating: Two Hands
• 15. X

B. Environment Requirements

• X continuously
• X frequently
• X occasionally
• X not at all
• X explanation
• 1. Exposed To Marked Changes In Temperature
• 2. Outside Work
• 3. Exposure to Dust, Fumes, Odors, Water, Etc.
• 4. Exposure to Biological, Mechanical, Electrical, and/or Chemical Hazards
• 5. Normal (Inside) Environment

C. Sensory Requirements

• 1. Eyesight - Explanation: a. Normal/Corrected - Necessary - Not Necessary
• 2. Hearing - a. Normal Tones - Necessary - Not Necessary - b. Soft Tones - Necessary - Not Necessary - c. Other - Necessary - Not Necessary
• 3. Distinguish Temperatures By: a. Touch - Necessary - Not Necessary - b. Proximity - Necessary - Not Necessary

Monday - Friday
8:30 a.m. - 5:00 p.m.
Occasional pre-approved overtime