Loan Servicing Assistant - Entry Level

Sanibel Captiva Community Bank; Fort Myers (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Sanibel Captiva Community Bank is hiring a Loan Servicing Assistant to handle day-to-day loan servicing activities and customer inquiries. You will process payoffs, verify loan details, and manage payment setups while adhering to bank policies and regulatory guidelines.

The role requires strong computer skills, attention to detail, and the ability to work independently or in small teams on multiple projects, maintaining organized files and delivering accurate service.

Qualifications

• High school diploma or equivalent required.
• Must be computer proficient with Windows-based programs (Word, Excel).
• Ability to use email and browse the internet.
• Strong organizational and multi-tasking abilities.
• Excellent written and verbal communication skills.
• Team player with a service orientation.

Responsibilities

• Process loan payoffs and payoff quotes.
• Prepare/complete loan verification requests.
• Manage file maintenance, including automatic payments and address changes.
• Update tickler system and follow up on new loan documents.
• Complete payoff procedures for loans paid in full and record releases.
• Review scanned documents and maintain organized files.
• Ensure compliance with BSA/AML and regulatory requirements.
• Maintain professional interaction with internal and external customers.

Skills

Written communication

Verbal communication

Detail oriented

Multitasking

Organizational skills

Customer service

Team player

Professional demeanor

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Email (Outlook)

Internet navigation

Job description

Job Purpose:- The Loan Servicing Assistant at Sanibel Captiva Community Bank is responsible for the day to day loan servicing activities, customer service and adherence to all bank and regulatory guidelines.Key Responsibilities:Maintain a current working knowledge of all internal policies and procedures, laws and regulations.Process loan payoffs received.Prepare/complete loan verification request.Process loan payoff quotes received.Process file maintenance request including setting up automatic payment and address changes.Update and review tickler system for new loan documents follow-up.Complete the payoff procedures for loans paid in full, including recording releases, cancelation of tax service, life of loan flood monitoring and final letter to borrower.Review scanned documents.Maintains a cooperative and professional manner with internal and external customers.Promotes and always protects the interest in the BankAble to work independently or in a small group setting on one or more projects at a time while maintaining organized files.Work within compliance standards and regulatory laws pertaining to servicing of mortgage loans.Complies with Bank’s Bank Secrecy Act/Anti-Money Laundering program to detect and report Currency Transactions Reports (CTR) and Suspicious Activity Reports (SAR) along with state and federal lawsComplies with all Bank policies and proceduresRequired Education:- High school diploma or equivalentRequired Skills and Abilities:Must be computer proficient with knowledge of windows-based programs such as Word and Excel.Must be able to use email and utilize internet.Ability to organize and prioritize assigned projects.Must maintain a professional appearance and demeanor at all times.Must be detail oriented, organized, possess the ability to multi-task and have excellent written and verbal communication skills.Must be a team player and service oriented.Ability to meet US employment eligibility requirements and company eligibility requirements.