Loan Operations Assistant

3 weeks ago


Indianapolis, United States The National Bank of Indianapolis Corporation Full time

A Stable and Growing Employer The National Bank of Indianapolis is the largest, locally owned, national bank in greater Indianapolis. Since opening our doors in 1993, we have grown from 18 employees to more than 300 employees. Our strength and success in serving the local market is directly attributable to our talented staff. With greater than 90% staff retention year after year, and with a highly competitive benefit package, our staff enjoy a sense of stability not always experienced in the general work environment. Benefits include but are not limited to: medical/dental/vision/life insurance, vacation, personal time, holidays, tuition reimbursement, 401k, profit sharing, and wellness benefits. Who We Are Looking For The National Bank of Indianapolis has assembled our talented staff by hiring only the best, whether highly experienced professionals or those just entering the workforce. We are looking for those who are committed to delivering superior service to our clients and superior teamwork to their co-workers. Along with the relevant knowledge and experience, The National Bank of Indianapolis requires its employees to have both a high degree of professionalism and a commitment to excellence. Summary The teammate is responsible for booking, servicing, collateral review and/or imaging for commercial and consumer loan accounts, as assigned, providing the highest quality of service to every customer and serving as a point of contact for questions and training. Essential Functions Delivers exceptional customer service by responding to questions, providing information and assistance to ensure that accounts are serviced in an accurate and timely manner. Performs and/or serves as backup for one or more of the following areas of responsibility, as assigned: Booking & Servicing : Responsible for all tasks related to the uploading of a loan to the host system and the proper maintenance and servicing of loan accounts and client requests. Reviews loan documents to ensure that they agree with the approved terms of the loan and follow policies and regulations. Enters customer and loan application information into the Jack Henry core system. Reviews and ensures receipt and validity of loan documents. Reviews all data entry to ensure accuracy. Responds to and researches credit bureau requests and any corresponding maintenance. Balances general ledger accounts; prepares and distributes various related reports. Responds to verbal and written requests for payoff quotes. Processes all incoming payments. Required Education, Experience and Skills High school diploma or equivalent educational experience. One year loan servicing or related experience preferred. Proven skill in reviewing/interpreting loan documentation. For Booking and Servicing: Demonstrates understanding of the inner workings of commercial/consumer loans (i.e. interest calculations, loan participations, general ledgers) in order to be able to set up and maintain accounts. Knowledge of compliance/regulations related to collateral and loan servicing. High degree of accuracy and attention to detail. High level of computer proficiency and strong working knowledge of Microsoft Office products and similar applications; knowledge of the Jack Henry core system helpful. Excellent customer service, communication, and problem-solving skills. Ability to work independently under pressure to meet deadlines; ability to organize and prioritize tasks. #J-18808-Ljbffr



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