Account Servicing Specialist

4 weeks ago


Ada, United States Vision Bank Full time

Job Type Part-timeDescriptionJob Summary:Under the direct supervision of an Account Servicing Department Supervisor, it is the basic responsibility of the Account Servicing Specialist to input and maintain customer's deposit and loan account information within the bank's database, track supporting documents, and balance related internal accounts through the consistent use of best practices for compliance, accuracy, completeness, timeliness, and other relevant measures of quality. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Duties/Responsibilities: Review stop payment orders entered into computer system for completeness and accuracyReview deposit account exception holds for accuracy of both the data input into database and the notice sent to customerAdd and release loan collateral holds on deposit accounts pursuant to loan documents and release authorizationsProcess deposit account verification requests from third parties in accordance with bank's privacy policyProcess garnishment and levy orders in accordance with bank policyReview and verify accuracy of additions and modifications to deposit account database made by Personal Bankers and Call Center personnel in accordance with the bank policy, the Bank Secrecy Act, and other applicable regulationsEnter real estate collateral information into property tax tracking databaseAnalyze Escrow accounts on an annual basisVerify completeness and accuracy of Synergy document database for deposit and loan accounts which may be input and modified at all bank locationsReceive loan files and update appropriate workflowHandle routine inquiries made by customers or other bank employees in an efficient and courteous mannerAdhere to sensitive deadline and time constraintsPerform all necessary duties to ensure effective workflow and effective realization of total department goalsRequirementsRequired Skills/Abilities:Ability to exhibit our core values; Integrity, Enthusiasm, Accountability, Excellence, Customer First, Professionalism, and Respect.Ability to identify and report risks that could impede the reputation, safety, security, or financial success of the bank. Must work well within a team and help create a positive team environmentAbility to communicate effectively with customers as well as other employeesExcellent organizational skillsMust be capable of performing multiple tasks on a regular basisProblem SensitivityCommitment to QualityExercise a willingness and commitment to adhere to the bank's core values.Ability to identify and report risks that could impede the reputation, safety, security, or financial success of the bank. Education and Experience:Associate degree preferredBookkeeping/banking experience may compensate for formal educationMicrosoft Word and Excel experience



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