Loan Services Specialist I/II

Gresham Area Chamber of Commerce and Visitors Center; Gresham, Northern (OR, KY); Hybrid; USD 38,000 - 54,000; Full time

Job summary

Clackamas County Bank is seeking a Loan Assistant I/II to provide friendly, professional support to customers and colleagues. You will process loan-related activities, prepare documents, and handle daily data entry with a focus on accuracy and compliance.

The role emphasizes teamwork, adherence to policy, and ongoing cross-training within Loan Servicing and related areas, using Word, Excel, Bankrite, and Outlook.

Qualifications

• High school diploma or GED or related experience.
• Keep current on learning about bank services and required compliance training.
• Ability to read and comprehend simple instructions and write short correspondence.
• Ability to calculate and balance banking data and understand basic accounting principles.

Responsibilities

• Communicate with customers in a pleasant and professional manner in person and over the phone.
• Use customer name during the transaction.
• Listen for customer needs and make appropriate referrals.
• Effectively prepare written correspondence.
• Complete work accurately with attention to detail.
• Sell bank services and refer business to the bank.
• Answer phones within 3 rings and identify yourself, the bank.
• Be willing to cross-train within the Loan Servicing department and/or other Bank areas.
• Use Word, Excel, Bankrite, and Outlook to complete daily tasks.

Skills

Customer service

Communication

Attention to detail

Data entry

PC skills

Bank product knowledge

Education

High school diploma

Tools

Word

Excel

Bankrite

Outlook

Job description

Clackamas County Bank is seeking a Loan Assistant I/II to provide friendly, professional support to customers and colleagues. You will process loan-related activities, prepare documents, and handle daily data entry with a focus on accuracy and compliance.

The role emphasizes teamwork, adherence to policy, and ongoing cross-training within Loan Servicing and related areas, using Word, Excel, Bankrite, and Outlook.