Loan Processing Specialist I

Credit Card

· Load and maintain credit card accounts in ClientLink.

· Post payments to credit card accounts.

· Perform file maintenance on credit card accounts. 

· Perform customer service to credit card account holders, including answering calls.

· Prepare appropriate reports and balance the card program daily.

· Reorder and/or cancel credit cards as needed.

· Handle issues related to reopening/unblocking credit cards as needed

Financial Statements

· Review Financial Statement report; sending out letters to customers when needed

· Scan financial statements into appropriate account

Scanning

· Scan all necessary documents into Bank Manager

· Remove any incorrect/outdated scanned documents and replace with correct/updated documents

· Move scanned documents to other loan related accounts when needed

· Graduation from high school or equivalent GED.

· 1-2 years of related experience preferred, but not required.

· Must have excellent customer service skills and a great attitude.

· Great communication skills both verbal and written.

· Great organization and diligence with details is important.

· Ability to multi-task.

· Average computer and keyboard skills.