Loan Support Specialist

Essential Position Responsibilities

The Loan Specialist is responsible for customer support for a variety of internal and external audiences. This person will perform a variety of loan administration functions, as well as coordination of closings with all interested parties to ensure compliance with applicable policies, procedures and regulations, and be cross trained in opening new accounts for loan clients. Your responsibilities will include, but not be limited to:

• Coordinates work with all lenders in the assigned market to assist with the loan platform, nCino. This will include creating new relationships, uploading financials, pipeline and maturing loan management, and working loan exceptions, which include both technical and financial exceptions.
• Coordinates with lenders and loan team to assist with to coordination of closings, ensuring all conditions and requirements are met and that documents are correct and received on a timely basis for closing.
• Provides exceptional client service to both external and internal clients.
• Acquires and maintains knowledge of applicable banking regulations.
• Ensure procedures are accurately documented in compliance with departmental policy, practices, and regulations.
• Perform account research for loan clients and answer general deposit service questions for clients.
• Complete all mandatory training sessions as required by management.
• Comply with bank procedures and follow regulatory, operational and security guidelines.
• Contribute to the bank team effort by working on special projects and reports, performing other job-related duties, at the discretion of the Supervisor.