Loan Servicing Specialist

3 weeks ago


Ogden, United States CareerBuilder Full time

TAB OGDEN
4185 HARRISON BLVD
SUITE 200
OGDEN, UT 84403, USA

Description

Loan Servicing Specialist

will work with the SMB Portfolio Manager in handling customer service, collections, and operational responsibilities related to servicing the SMB Loan Portfolio. The Loan Servicing Specialist will work with customers as well as

other departments at TAB Bank, including Customer Experience, Portfolio and Relationship Managers, Legal Documentation

,

Underwriting, Collections, and Special Assets to ensure that both customer and bank needs are being met.

The Loan Servicing Specialist is also responsible for handling some day-to-day functions and operational tasks of the SMB Loan Portfolio.
Essential Duties and Responsibilities:
Provide excellent customer service, acting as a point of contact for SMB customers
Assist customers with onboarding, payments, draws and other servicing requests
Contact delinquent customers in an effort to collect payment
Work with Portfolio Manager to process deferrals and loan modifications
Assist with the disbursement of applicable letters and notices to customers
Process payments and accurately complete account reconciliations
Implement and maintain 3 party relationships that are used by the portfolio to perform certain functions
Train other bank employees with systems, processes, and procedures
Ensure the portfolio is in line with audit, compliance, and outside examination standards
Continually critique current processes and functions and present ideas for improved efficiencies
Carry out special projects required by management
Other duties as assigned
Education and Experience Requirements:
Associate degree or higher required, or

equivalent

work experience
3+ years customer service experience
1-3

years of

loan portfolio servicing/operations, a plus
Knowledge, Skills, and Abilities Requirements:
Strong Microsoft application knowledge (Excel, Word, Access, and Outlook) and aptitude for grasping and using various bank software applications
Ability to multitask and work with frequent interruptions
Analytical experience and problem-solving skills
Demonstrated ability in communicating effectively, both verbally and written
TAB Bank Offers:

Onsite Gym
Tuition Reimbursement
Paid Holidays
College Scholarships for Employees and Families
401(k)
Paid Time Off (PTO)
Employee Assistance Program (EAP)
I Made the Grade
Medical, Dental, Vision, Life and AD&D, Voluntary Disability, Flex Spending & Dependent Care
TAB Bank will not sponsor applicants for work visas.

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