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Loan Processing Specialist

2 months ago

Montrose, Colorado, United States Pinnacle Bank Bank of Colorado Full time
Job Overview

Position Summary

Provide essential support within the lending department.

Key Responsibilities

  • Manage loan processing tasks, including preparation, data entry, and follow-up activities.
  • Assist in facilitating loan closings as needed.
  • Generate reports for management review.
  • Organize and maintain filing systems, records, and documentation.
  • Address customer inquiries regarding loans and account details.
  • Support billing processes and general ledger entries.
  • Track exceptions effectively.
  • Handle payment processing tasks.
  • Perform additional duties as assigned.
  • Ensure consistent and reliable attendance.

Desired Skills

  • Proficient in effective communication with management, clients, and colleagues.
  • Strong attention to detail and accuracy in work.
  • Ability to create a well-organized and efficient workspace independently.
  • Capable of working under tight deadlines.
  • Function well as part of a team.

Preferred Experience

  • Familiarity with banking operations, policies, and procedures.
  • Understanding of loan processing and basic accounting principles.
  • Proficient in word processing and spreadsheet applications.

Educational Requirements

A high school diploma or equivalent experience in the banking sector is preferred.

Benefits Overview

Pinnacle Bank / Bank of Colorado offers competitive compensation along with bonuses based on tenure and performance. Employees may also engage in incentive programs aligned with branch guidelines. Additional benefits include:

  • 8 paid holidays annually
  • 17 PTO days accrued each year for the first five years of service, with eligibility following a 90-day introductory period.
  • 12 hours of paid sick leave granted upon hire
  • 22 PTO days each year after five years of employment
  • Comprehensive health, dental, vision, and life insurance options
  • Health Savings Account availability
  • Flexible spending accounts for medical and dependent care
  • Parental leave after one year of full-time employment
  • 401K plan with employer contributions and profit sharing after three months
  • Complimentary checking account and basic checks
  • Free safe deposit box services
  • $15,000 group term life insurance coverage
  • Long-term disability insurance
  • Employee Assistance Program
  • Educational assistance programs