Loan Support Specialist

Peoples Bank and Trust; Great Bend (KS); On-site; USD 40,000 - 56,000; Full time

Job summary

Peoples Bank and Trust is seeking a Loan Support Specialist to handle administrative tasks for processing new loans and loan payments. Duties include collecting documentation, coordinating with Loan Operations, and ensuring loan files are complete and compliant.

The role emphasizes accuracy, timely communication with customers, and strong attention to detail. Ideal candidates have at least a high school diploma and 2+ years of banking experience, with solid written and verbal communication

Qualifications

• High School Diploma or equivalent required.
• Bachelor’s degree in business, finance, or related field preferred.
• 2+ years banking experience preferred.

Responsibilities

• Retrieve documentation to process new loans.
• Assist loan officers by submitting loan orders and clearing document exceptions.
• Ensure required documentation is ready for loan closing.
• Coordinate loan funding and booking with Loan Operations Department.
• Perform post-closing review and file collateral documentation.
• Process loan payments and draws; release collateral when paid.

Skills

Attention to detail

Written and verbal communication

Time management

Multi-tasking

Banking knowledge

Interpersonal skills

Education

High School Diploma

Bachelor’s degree in business/finance

Job description

ROLE

The Loan Support Specialist works to complete any administrative tasks necessary to process new loans and process loan payments for branch customers. This position is responsible for several reporting functions related to branch’s existing loans. This position is also responsible for ordering, receiving, and recording any necessary loan documentation in order to comply with bank policies and loan regulations.

ESSENTIAL FUNCTIONS

This position is responsible for the following functions:

Responsibilities and Duties

• Retrieve all necessary documentation to process new loans
• Assist loan officers by submitting loan orders and clearing document exceptions
• Ensure required documentation is received, printed, and ready for loan closing
• Communicate with Loan Operations Department to coordinate loan funding and booking
• Perform post-closing review
• File appropriate collateral documentation to perfect liens
• Assemble, scan, and index loan files
• Process loan payments and draws
• Process paid in full loans and release collateral
• Process invoice payments using accounts payable functions in bank’s database
• Maintain knowledge of loan policies and procedures

Customer Service

• Demonstrate a commitment to PBT’s customer service philosophy
• Assist customers with account inquiries
• Provide courteous service to loan and deposit customers in person, over the phone, and through email communication

Various other duties as assigned

QUALIFICATIONS

EDUCATION/CERTIFICATION: High School Diploma or equivalent required

Bachelor’s degree in business, finance, or related field preferred

REQUIRED KNOWLEDGE: Full knowledge of loan services offered by Peoples Bank and Trust, understanding of all PBT policies and procedures related to loan services provided, knowledge of reports required to maintain and track outstanding loans

EXPERIENCE REQUIRED: 2+ years banking experience preferred

SKILLS/ABILITIES: Attention to detail, strong written and verbal communication skills, self-motivation, self-management, ability to consistently follow through on tasks, problem-solving, organized, analytical, interpersonal, customer relationship building, time management, computer literacy, and a strong ability to multi-task

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

TALKING: Ability to speak effectively and communicate clearly

AVERAGE HEARING: Ability to hear average conversations at a standard level in an office environment around other customers and bank personnel

REPETITIVE MOTION: The employee is regularly required to type throughout the day

FINGER DEXTERITY: The employee is regularly required to use their hands to type and maneuver a mouse

AVERAGE VISION: Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception and the ability to adjust focus with 20/20 vision (with or without the assistance of eyeglasses/contacts)

PHYSICAL STRENGTH: The employee must occasionally lift and/or move up to 20 pounds (unassisted) as well as stand, sit, bend, kneel, squat, and walk for long periods of time

WORKING CONDITIONS

General professional office environment with climate control. Adequate lighting. In a rare instance, hours outside of regular bank service hours may be needed.

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

REASONING ABILITY: Ability to deal with a variety of variables under only limited standardization.

MATHEMATICS ABILITY: Strong numeric capabilities; Ability to add, subtract, multiply and divide in all units of measure using whole numbers and common fractions.

LANGUAGE ABILITY: Ability to read, analyze, and interpret documents. Ability to communicate clearly.

INTENT AND FUNCTION OF JOB DESCRIPTIONS

Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system.

All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.