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United Business Bank · 6 hours ago

Loan Service Specialist I

Walnut Creek 1 - Walnut Creek, CA 94596

Full-time

Onsite

New Grad, Entry Level

$28/hr - $30/hr

United Business Bank is a publicly traded Regional Bank with a focus on small to medium sized business clients. The Loan Service Specialist I is responsible for various loan servicing functions, including processing loan payments and assisting with loan boarding and maintenance activities, while providing professional services to clients.

BankingFinancial Services

Responsibilities

Builds meaningful, collaborative, and effective relationships that reflect respect, integrity, and excellence with clients, colleagues, and the management team

Is responsible for various loan servicing functions that are not limited to processing loan payments, including advances and pay downs

Assisting with loan boarding and maintenance activities

Posting loans transactions timely and in accordance to Bank policies and procedures

Monitors incoming mail and the Loan Servicing email inbox to resolve and process general requests

Forwards payoff demand requests to the Loan Service Specialist II for processing

Will perform tasks to resolve discrepancies associated with payments and General Ledger clearing

Will upload appropriate documents to the imaging system as assigned

Demonstrates strong teamwork, accountability, and adaptability to support their function and to assist the Loan Service Manager and department with other duties as assigned

All duties are to be performed accurately, timely, and efficiently and in accordance with Bank policies, procedures and regulatory guidelines

Qualification

Banking regulations knowledgeLending process understandingLoan Services knowledgeOffice experienceProfessional appearanceMath skillsMicrosoft Office proficiencyStandard office equipment operationCommunication skillsTime management skills