Private Client Loan Specialist I

This position will support the Community Development Lending officers and clients.

Responsibilities will include but are not limited to:

• Reviewing, researching, responding, and following up to all loan inquiries, concerns, and maintenance while providing high quality client service and support.


• Payment research and corrections, billing issues, auto debit, submitting phone payments, payoff requests, statements, online banking, managing past due loans, and fee waivers.


• Completing all requests in a timely manner, staying organized, being proactive, attention to detail, prioritization of duties, clear communication, team work, and meeting all client expectations.


• Perform miscellaneous job related duties as assigned.

Position Requirements:

• Minimum of one year of prior retail banking experience                                                                                                            


• General knowledge of bank services, products, and loans


• Excellent client-service skills, including oral and written communication


• Entrepreneurial, ownership-oriented mindset


• Attention to detail and strong organizational skills


• Ability to work effectively as a team member and with customers


• Strong analytical and problem solving skills, and the ability to derive innovative solutions


• Ability to establish credibility quickly with customers; demonstrate confidence in dealing with peers


• Strong work ethic and high integrity


• Strong computer skills


• Friendly, outgoing, assertive, confident, and enthusiastic personality