PR:$21/hr-$23/hr

About the Role:

• Under direct supervision, the Specialist is primarily focused on executing basic processing and/or quality verification work following defined procedures.
• The Specialist is responsible for routine operational and/or administrative work and escalates any issues.
• This position involves client support, quality review functions through telephone or written requests, timely processing of commercial monetary transactions, and scheduled and non-scheduled loan maintenance in a high performing work team environment.

Responsibilities: 

• Administer defined procedures, analyses, tasks, and report preparation while receiving explicit instructions for filing, recording, processing, servicing, recording, and/or organization of documentation associated with a product or process.
• Assist in reviewing or ensuring proper documentation or procedures are used for basic activities.
• Perform basic routine tasks assigned by manager, including service in relation to routine billing inquiries, service requests, suggestions, and complaints from customers.
• Complete work by following clearly defined procedures.
• Provide world-class level of quality customer service and teamwork.
• Answer client questions and inquiries phoned in directly to Loan Services.
• Perform accurate and timely monetary processing, including processing Dollar Transaction Forms and Loan Initial Funding Requests via the Centralized Funding process. 
• Balance general ledger entries via Automated Posting Application (APA) to minimize account outages and work with the Accounting department to correct discrepancies.
• Post DDA entries via APA, send out cashier checks, and process outgoing wires as needed based on service requests.
• Process requests received via departmental Quest, databases, and Client system, including Fee Waiver requests and changes to indicative account information.
• Perform maintenance transactions on CLS, such as setting up borrowing base ticklers, Advance Paydown ticklers, and other monetary and indicative system changes.
• Review and take action on various reports to alleviate potential customer impact issues and ensure system integrity.
• Research requests to a logical conclusion and execute remedial action, communicating results effectively and timely.
• Perform quarterly Operational testing as scheduled.

Education Qualification:

• High school diploma or equivalent required.
• Bachelor's degree in Finance, Business Administration, or related field preferred.

Required Skills:

• Strong attention to detail and accuracy. 
• Excellent organizational and time management skills.
• Ability to follow defined procedures and work effectively in a team environment.
• Strong communication skills, both verbal and written.
• Proficiency in MS Office applications.
• Prior experience in banking, loan servicing, or financial services preferred.