What are the responsibilities and job description for the Loan Clerk position at OpTech?
- Clerical job duties : Prepare and summarize and edit reports, compose letters and memoranda. -Typing letters and responding to emails.
- Must have High Level verbal and written communication skills. -High level interaction on answering phones and assisting callers.
- Interact with both internal and external customers. -Loan Center related experience helpful. -Resolve issues. -Prioritize work and personally handle tasks independent of the manager.
- Loan Center Servicing Assistant Detailed Job Duties -The Loan Center Servicing Assistant role will act as point of contact for customers, relationship managers, portfolio managers, and loan closers as appropriate to facilitate loan servicing and coordinate resolution of issues.
- This role will also provide customers with information that is routine to highly complex and assist the Banking Centers with Commercial loan inquiries.
- Position Competencies -Successful incumbent will have strong skills in completing assignments accurately and with attention to detail;
have ability to communicate effectively in both oral and written form; and can handle difficult and stressful situations with professional composure.
- Position Responsibilities : -Assist in servicing financial and banking needs of lending and deposit customers -Contacts or prepares correspondence to relationship and portfolio managers and customers, as appropriate.
- Assists officers and customers in preparing various forms, applications, presentations, etc. Assists customers with interest rate investigations (prime rate changes, prepayment clarifications, etc.
and provide listings of available options, rates, etc. -Facilitating the request when received, acting in accordance with established policies, procedures and authorizations and verifying that the request was correctly completed.
Researches and coordinates the resolution of complex issues related to overdrafts, returned items, lockbox, stop payments and late deposits.
Assist with loan maintenance, monitoring and reporting -Monitors and coordinates with Relationship Managers and Portfolio Managers as applicable to ensure various reports are received, reviewed and processed.
Assists in Portfolio Reporting activities by entering and / or retrieving information from various data collection sites.
Assists with administrative and / or compliance reporting such as FDICIA, Leveraged Lending report, etc. -Provide administrative support to the RMs and PMs -Conducts customer research for officer calls, preparing / maintaining / distributing portfolio lists, reports, mailing lists, and presentation materials.
Performs additional duties such as mail, ordering supplies, correspondence, special projects and other miscellaneous tasks.
