Accounting Support Specialist
4 days ago
The Loan Servicing Specialist position at Heritage Bank is a key role in our team, responsible for providing primary support to internal and external customers via telephone and email. The ideal candidate will possess excellent communication skills, be detail-oriented, and have a strong understanding of banking principles and procedures.
Responsibilities- Provide exceptional customer service over the phone and via email, adhering to Heritage Bank's Service Standards.
- Process loan payments, incoming wires, and advances for various loan types.
- Answer phone calls, provide courteous service, and forward calls to relevant personnel when necessary.
- Manage department mail, posting payoff transactions accurately to the loan system, and process paid-off/closed loan files according to department procedures.
- Perform file maintenance activities, such as returned checks, automatic payments, and tax registration set-ups for new loans.
- Cross-train within the department to provide backup support as needed.
- High School Diploma or equivalent required; coursework and/or certification in accounting or relevant education preferred.
- Level I: 1 year of recent related customer service experience in loan servicing and/or branch banking, with an understanding of basic bank transactions and products/services.
- Level II: 2+ years of recent related customer service experience in loan servicing and/or lending support, including working knowledge across various functional loan servicing areas.
Heritage Bank offers a comprehensive benefits package, including medical, dental, vision, life insurance, 401(k), community volunteer time, and generous time off policy.
Work EnvironmentThe Loan Servicing Specialist will work in a climate-controlled office environment, requiring regular attendance, punctuality, and adherence to agreed-upon schedules. Flexibility and willingness to adapt to changing circumstances are essential.
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