Loan Support Specialist - Pleasantview

Requirements

• Retrieve all necessary documentation to process new loans
• Assist loan officers by submitting loan orders and clearing document exceptions
• 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
• 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