Operations Servicing Specialist

Do you have outstanding clerical skills, customer service experience, and a desire to learn and grow in the finance industry? If so, look no further! We need an ambitious candidate to join us as an Operations Servicing Specialist.

As an Operations Servicing Specialist for Celtic Bank, you will work with Loan Operations team members to complete objectives in a rapidly growing and changing lending environment. You will connect with insurance agents and bank customers to obtain current insurance documents, with about 80% of this done through email communication. You will also update database information to keep operations running smoothly for Celtic Bank and our customers.

And did we mention every day is business casual? We know our employees are more innovative and productive when they feel free to be themselves.

Are you ready to learn more? Apply for or ask about this opening! It’s time to work for a different kind of organization.

WHAT MAKES CELTIC DIFFERENT

• It’s never wrong to ask great questions
• Business causal is every day
• Hard work is rewarded
• You’re always learning

WHAT YOU’LL DO AT CELTIC BANK

• Request insurance documents via emails and phone calls
• Update databases with current insurance information
• Sort and name mail and digital documents
• Prepare notices for mailing
• Provide superior customer service by responding to emails and phone calls
• Complete other tasks and responsibilities as assigned

WHAT YOU’LL NEED TO DO IT

• Proficiency in Microsoft Office with an emphasis on Excel skills.
• Strong attention to detail.
• Demonstrated excellent customer service skills.
• Strong organizational and time management skills.
• Enthusiastic attitude and willingness to learn in a changing environment

BENEFITS

• Medical, dental, vision
• 401(k) with employer match
• Life and long-term disability coverage
• HSA and FSA plans
• Holidays and paid time off requests
• Robust wellness program (we’re talking catered meals three times a weeks, lunch and learns, and onsite gym.)

Headquartered in the heart of downtown Salt Lake City, Utah, Celtic Bank was named a top SBA lender in the nation in 2024! Celtic Bank is a leading nationwide lender specializing in SBA 7(a), SBA 504, USDA B&I, express loans, asset-based loans, commercial real estate loans and commercial construction loans.

Celtic Bank is an equal opportunity employer and complies with all applicable federal, state and local fair employment practices laws.

Physical and Other Requirements

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• Stationary Work: The employee is frequently required to stand; walk; use hands to type, handle documents, and perform other office related duties. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects.
• Mobility: The employee in this position needs to occasionally move between work sites and inside the office to access file cabinets, office machinery, etc.
• Communicate: The employee is regularly required to talk or hear and will frequently communicate with others. Must be able to read, write and understand fluent English.
• Work Model: The employee in this position will work either a fully Onsite or Hybrid work model. All employees, regardless of location, may be required to travel to the Salt Lake City office for mandatory company meetings, events, or related occasions.
• Utah-based employees: Hybrid work schedule available after initial training period in our Salt Lake City, Utah office – department and job requirements will determine eligibility.