Loan Balancing and Servicing Support Specialist

Description

Position Summary

Position is responsible for (1) Maintaining department service level standards and providing exceptional customer service to internal and external customers. (2) Providing exceptional customer service to internal and external customers (3) Reviewing, processing, maintaining and tracking all collateral secured loans requiring flood insurance policies for new and existing loans. (4) Credit bureau reporting to include responding to EOscar credit bureau disputes, monthly bureau reporting FISERV maintenance, and EOscar platform releases and updates   (5) Participating in the testing and implementation of new releases for core processing system (FISERV) (6) Testing new releases for both commercial and consumer documentation platform (7) Performing FISERV common file system maintenance such as but not limited to Prime Rate and Treasury Contact Maturities rate changes. (8) Assisting Data Processing with annual FISERV loan purge (9) Handling of yearly IRS reporting responsibilities (10) Partnering with App Dev and Loan Balancing & Servicing Team Lead for annual tax payment processing through Autoagent and Botflow file processing (11) Partnering with App Dev and Loan Balancing & Servicing Team Lead with additional builds and workflow set ups in Frontier (12) Partnering with internal customers to help achieve the business goals of the bank. (13) Working with Audit, Compliance, Risk Management and State/Federal examiners to provide documents and data as requested (14) Adhering to internal loan policy and procedures of the bank as well as adhering to compliance regulations and State/Federal banking laws. (15) Participating in Disaster Recovery efforts in the Loan Balancing and Servicing area (16) Composing, reviewing, and updating operating policies and procedures of the Loan Balancing & Servicing Team (17) Assisting Loan Balancing and Servicing Manager as needed. (18) Working alongside Loan Balancing & Servicing Team Lead on assigned projects, FISERV system release updates and annual purges, team workflow efficiencies, annual tax payment processing and year end processing. (19) Partnering with internal customers to help achieve the business goals of the bank. (20) Assisting in the development of department training manual/materials. (21) Adhering to regulatory requirements of the Bank Secrecy Act, Anti-Money Laundering, Customer Identification Program and OFAC.

Qualifications

Required Education/Knowledge:

• Associate’s Degree from a two-year college in a business-related field or an equivalent combination of related work experience.

Preferred Education/Knowledge:

• Bachelor’s Degree in business or finance from a four-year college or university

Required Experience

• Minimum of three years’ work experience servicing consumer, commercial, mortgage and residential construction loan portfolios.

Preferred Experience:

• Fiserv core processing and loan servicing experience

• Nautilus

• Frontier

Required Skills: 

• Ability to read, analyze and apply policies and procedures, and interpret business and procedural document

• Ability to define problems, collect data, establish facts, draw conclusions and find resolutions for departmental needs as required

• Thorough understanding of flood insurance coverage requirements and associated compliance regulations

• Ability to multi-task, organize and prioritize assignments

• Must have excellent customer service skills, interpersonal skills and communication skills to effectively deal with various levels of internal and external customers.

• Proficient personal computer skills including Microsoft Outlook, Microsoft Word and Excel spreadsheets

• Ability to represent bank in a professional and mature manner.

Preferred Skills:

• A demonstrated use of advanced computer skills