Job description
Loan TechnicianCH Brown Company – Wheatland, WY
JOB SUMMARY:
The Loan Technician’s primary duty is to provide excellent customer service to all CHB clients and visitors in-person, over the phone, or via email through initial contact, greeting, and handoff to a co-worker. The position is assigned to the Production/Apps Processing Department and works closely with other CHB associates both internal and external to the work center. Secondary duties include prepare and send written correspondence, load funded loans in SilverLake, prepare and initially handle Credit Applications and Loan Files, data entry, filing, order office supplies, and answer phone/email communications. The skill and ability to work independently and as part of a team are needed in this quick-paced and visible position. Daily work crosses multiple time zones and productivity goals are required.
RESPONSIBILITIES: ESSENTIAL FUNCTIONS:
a. Review and process incoming Credit Applications and Loan Requests; copy/transcribe data, submit online data requests, upload acquired info, and prepare the initial electronic Loan file
b. Serve as the primary user/manager of the organizational “Credit” email account; reply to messages
c. Prepare, print, envelope, and stamp outgoing, written official correspondence
d. Accurately load funded/new loans in SilverLake
e. Assist with the order, delivery, and review of invoices for Office Supplies
f. File and access or re-file Loan Folders
g. Assist daily with mail processing to include packing, shipping, receipt, and internal delivery of items
h. Maintain an orderly, organized, and professional appearing work center
i. Assist with end-of-day security procedures when needed/requested
j. Effectively utilize a computer work station and associated software to include MS applications, DDC, SilverLake, and other front-end automated data processing tools for loans
k. Perform all other duties of a similar nature or level as assigned
l.
REQUIREMENTS
Minimum Qualifications:
1. High School diploma or equivalent.
2. One year full-time work experience filling an administrative or clerical support position in an office team environment; loan or banking areas experience preferred.
3. Educational background in accounting, or equivalent obtained through practical experience.
4. Strong administrative and organizational skills.
5. Ability to work successfully in a high-demand, fast-paced, pressure-laced environment.
6. Must be assertive and possess sound decision-making abilities.
7. Competent keyboarding and computer use skills.
8. Ability to learn new software and procedures, and grasp new concepts.
9. Previous software experience/skills in Microsoft applications (e.g. Word, Excel, Outlook).
10. Effective oral and written communication skills (including telephone).
11. Self-sufficient/self-starting.
12. Must be able to produce accurate and timely results while maintaining a professional and positive attitude.
13. General areas of competency: dependability, personal development, work place safety, evaluation and interpersonal skills, prioritization, problem solving, teamwork, time management.
14. Demonstrated aptitude to handle sensitive financial transactions and customer relationships.
15. Professional dress and appearance.
16. Must be capable of working with and maintaining the confidentiality of sensitive information.
Physical Requirements:
Light Work - exerting up to 20 pounds of force occasionally, and/up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. Reaching, grasping, repetitive motions, stooping, crouching, standing, walking, lifting, climbing, kneeling, talking, hearing, pulling, pushing, thinking, concentrating and interacting with others.
You should be capable of performing in a reasonable manner, with or without reasonable accommodation, the activities involved in this job. A description of the activities involved in this job is listed above.
Machines Used:
Computer, scanner, fax, copier, telephone, 10-key and adding machine.
Note: The statements herein are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Last Updated: 1/2023
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