Loan Servicing Specialist I - Consumer

First United Bank; Durant, Northern (OK, KY); Hybrid; USD 36,000 - 48,000; Full time

Job summary

First United Bank in Durant, OK is seeking a Loan Servicing Specialist I - Consumer to support daily loan servicing functions in line with bank policies and standards.

The role covers uploading transactions to the CORE loan accounting system, applying payments, balancing accounts with participating lenders, generating reports, and assisting customers with questions.

Qualifications

• Education: High school diploma or GED.
• Experience in the loan area of a banking institution is required.
• Six months to one year of hands‑on experience with boarding loans or maintenance in a CORE loan accounting system.
• Good understanding of financial institution products and services is preferred.

Responsibilities

• Uploads loan transactions accurately and timely to the core loan accounting system.
• Maintains accurate and timely file maintenance and loan data in the core system.
• Applies payments received accurately and timely.
• Ensures loan accounts balance with participating financial institutions.
• Processes daily and monthly reports from CORE and other designated reports.
• Assists internal customers with routine loan inquiries.

Skills

Customer service

Communication

Organizational skills

Interpersonal skills

Problem solving

Education

High school diploma or GED

Loan operations experience

Tools

Microsoft Word

Microsoft Excel

CORE loan system

Job description

Loan Servicing Specialist I - Consumer

SUMMARY This position is responsible for ensuring effective Loan Servicing functions in accordance with First United policies and standards.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

• Uploads loan transactions accurately and timely to the core loan accounting system in accordance with approved request, policies and procedures.
• Ensures accurate and timely file maintenance and/or adjustments of loan data in core loan accounting system.
• Ensures accurate and timely application of payments received.
• Ensures participated loan accounts balance with participating financial institutions.
• Sends and receives payment advice, confirms transactional information and follow up correspondence with participating financial institution.
• Processes daily and monthly reports generated from CORE loan accounting system and other reports as designated.
• Assists internal customers with routine loan inquiries.

ADDITIONAL DUTIES AND RESPONSIBILITIES

• Maintains a professional work/copy room environment
• Assists other departments as needed.
• Handles internal customer complaints and communicates issues to supervisor as needed.
• Recommends to supervisor possible methods to improve department efficiency.
• Completes all required compliance exams on a yearly basis.
• Adherence to all First United Policies and Procedures.
• Dresses professionally.
• Other duties as assigned by supervisor.

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Work Experience: High school diploma or GED required. Minimum one year working experience in the loan area of a banking institution. Six months to one year of hands‑on experience with boarding loans or performing maintenance in a CORE loan accounting system. Good understanding of financial institution products and services preferred.

TECHNICAL/FUNCTIONAL COMPETENCIES

• Strong understanding of loans and loan products preferred.
• Excellent use of Microsoft Word and Excel preferred.
• Good understanding of computer spreadsheet and word processing programs.
• Ability to initiate tasks and projects with little or no supervision.
• Exceptional customer service skills.
• Good problem‑solving and decision‑making skills.
• Demonstrates good judgment.
• Strong organizational skills.
• Strong interpersonal skills and ability to work well with a wide range of people.
• Ability to communicate well with internal customers by all means of communication including written, verbal, and non‑verbal communication.
• Willingness to accept additional responsibilities.
• Dependable and adheres to timelines and schedules.

ALL LOCATIONS

Durant-Corporate

EQUAL OPPORTUNITY EMPLOYER

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [e-mail] for assistance.

COMPANY CULTURE

First United Bank is a family‑friendly organization with strong ties to the communities we serve. We practice honesty, integrity, and exceptional customer service as we strive to be the best place, to bank, work and invest. We are committed to providing excellent career opportunities and a wide array of benefits for our staff. And, in recognition of First United's commitment to being a premier employer, we've been honored by OKCBiz Magazine as a "Best Places to Work" organization. As one of only 30 organizations and companies to receive this prestigious designation, we're very proud of our accomplishment! The key to First United's success is, and always will be, our exceptional people. Our employees share a desire to provide the best possible service to our customers and they work creatively, set high standards for themselves, and stick to them.

We look forward to meeting you and wish you the best in your career!