Consumer Loan Customer Service Specialist

Position Summary

The Customer Service Specialist plays a vital role in supporting the daily operations of our financial institution. This position is responsible for efficiently handling loan customers, both in person and phone with loan requests and service of existing loans. This, along with other service-related administrative tasks, will require legendary service and professionalism.

Essential Duties and Responsibilities

Customer service: Answer incoming phone calls, direct inquiries to appropriate departments, and provide prompt, courteous assis

tance to customers and team members. Assist with general inquiries, account information, and support of consumer loan customers, both in person and telephone. Assist walk in customers with their application or other service requests.

Processing: Using the Teller Encore system to process loan payments and other monetary transactions.

Managing Security Perfections/Title Clerk: Monitor and track lien placement to ensure the bank security is perfected. This includes out of state title perfections and UCC’s. Follow up on pending titles and complete reporting and documentation.

Team Support: Assist the lending department and operations team to ensure tasks are completed and customers are provided with legendary service. Processing letters, completing loan maintenance, document checkback, working reports etc.

Additional Duties: Perform other duties as assigned by management to support departmental and organizational goals.