Position Summary

The Commercial Loan Servicing Specialist is responsible for customer inquiries, associate inquiries, loan disbursements, and general correction activities.

Duties & Responsibilities

• Respond to customer inquiries both by phone and mail
• Respond to internal customer inquiries via nCino Transaction Tasks
• Process loan payments
• Complete file maintenance
• Maintain positive relationships with multiple lenders and support staff
• NSF/return payment processing
• Process returned mail and any subsequent address changes
• Set up and maintenance of automatic payments
• Respond to department emails
• Assist other areas and special projects as needed
• Where applicable, Manager may determine a Team Lead designation (Commercial Loan Transaction Specialist Team Lead)

Education & Experience

Knowledge of:

• Strong oral and written communication skills
• Basic accounting principles

Ability to:

• Multi-task and work independently
• Perform duties under frequent time pressures
• Solve problems independently while applying logic and discretion

Education and Training:

• Requires High School diploma; higher education preferred
• Experience with lending preferred
• Requires knowledge of Microsoft Office