Loan Account Specialist II jobs in United States
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UMB Bank · 4 months ago

Loan Account Specialist II

positionKansas City MO
timeFull-time
remoteHybrid
seniorityEntry Level
money$34K/yr - $65K/yr
date2+ years exp

UMB Bank is a financial institution that values its employees and community. The Loan Account Specialist II is responsible for processing consumer and commercial loan payments, monitoring general ledger accounts, and resolving customer inquiries.

BankingFinanceFinancial Services

Responsibilities

You will Initiate wires and park uploads of general ledger tickets
You will monitor, review, and reconcile departmental general ledger accounts and reports
You will perform second day review of maintenance transactions and error resolution
You will monitor departmental mailboxes, answer customer inquiries, and resolve routine problems
You will help create instructions and establish guidelines to perform job functions
You will calculate loan items and changes such as interest and payments
You may adapt procedures, processes, tools, equipment, and techniques to meet the more complex requirements of the position

Qualification

Commercial loan experienceConsumer loan experienceMicrosoft OfficeLoan documentation interpretationProblem resolution

Required

High school diploma or equivalent
2 years Commercial and/or Consumer loan experience
Knowledge of consumer and/or commercial loans
Strong knowledge of Microsoft Office products
Ability to read and interpret loan documentation

Benefits

Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
A comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
Health savings
Flexible spending
Dependent care accounts
Adoption assistance
An employee assistance program
Fitness reimbursement
Tuition reimbursement
An associate wellbeing program
An associate emergency fund
Various associate banking benefits

Company

UMB Bank

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UMB Financial Corporation is a commercial bank that offers various financial services.
dateFounded in 1913
location
Kansas City, Missouri, USA
people-size1001-5000 employees
web-link
https://www.umb.com/

Funding

Current Stage
Public Company
Total Funding
$606.13M
2025-05-29Post Ipo Equity· $294.53M
2024-04-29Post Ipo Equity· $201.6M
2022-09-23Post Ipo Debt· $110M

Leadership Team

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Brian Hutchin
Executive Vice President, Director of Healthcare Services at UMB, Institutional Banking Division
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Phillip Mason
President of Institutional Banking
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Company data provided by crunchbase