Loan Support Specialist jobs in United States
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Citizens Bank of Edmond ยท 1 month ago

Loan Support Specialist

Citizens Bank of Edmond is seeking a Loan Support Specialist to provide essential administrative and operational support to their Lending team. The role involves ensuring the smooth processing of loan transactions and supporting the lending team through research and coordination in a collaborative environment.

BankingFinancial Services

Responsibilities

Provide essential administrative and operational support to the Lending team, including Loan Officers, Commercial Relationship Managers, and Loan Assistants
Ensure the smooth processing of loan transactions and support the lending team process through research and coordination
Communicate effectively with internal departments and external vendors to ensure seamless loan processing
Resolve loan related incoming customer inquiry calls and follow up with customers as needed
Perform draw requests, loan related maintenance forms, outgoing wire requests, work loan reports
Prepare and organize loan files for loan document preparation and closings
Coordinate with document preparation and loan ops teams to ensure timely and accurate loan documentation is provided
Provide administrative support to Loan Officers, Loan Assistants, and Commercial Relationship Managers as needed
Maintain confidentiality and always protect customer financial information
Perform other duties as assigned by management

Qualification

Banking experienceLending operationsMicrosoft Office SuiteFinancial products knowledgeOrganizational skillsCommunication skillsProblem-solving abilitiesAttention to detail

Required

Excellent communication verbally/written and interpersonal skills
Strong problem-solving abilities, multi-tasking and attention to detail
Communicate effectively with internal departments and external vendors to ensure seamless loan processing
Resolve loan related incoming customer inquiry calls and follow up with customers as needed
Perform draw requests, loan related maintenance forms, outgoing wire requests, work loan reports
Prepare and organize loan files for loan document preparation and closings
Coordinate with document preparation and loan ops teams to ensure timely and accurate loan documentation is provided
Provide administrative support to Loan Officers, Loan Assistants, and Commercial Relationship Managers as needed
Maintain confidentiality and always protect customer financial information
Strong organizational skills and attention to detail
Ability to manage multiple tasks and deadlines
Proficiency in Microsoft Office Suite
Strong knowledge of financial products and services for consumers

Preferred

Prior experience in banking, lending operations, or administrative support preferred
Previous experience in banking or financial services is preferred

Company

Citizens Bank of Edmond

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Citizens Bank of Edmond is a bank based in Edmond, Oklahoma that specializes in banking and loans services.

Funding

Current Stage
Growth Stage

Leadership Team

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Jill Castilla
Chairman, President and CEO
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Company data provided by crunchbase