Loan Support Specialist

ROLE

The Loan Support Specialist works to complete any administrative tasks necessary to process new loans and process loan payments for branch customers. This position is responsible for several reporting functions related to branch’s existing loans. This position is also responsible for ordering, receiving and recording any necessary loan documentation in order to comply with bank policies and loan regulations.

ESSENTIAL FUNCTIONS
This position is responsible for the following functions:

Loan Documentation
• Retrieve all necessary documentation to process new loans from appropriate sources as required by bank policy and loan regulations
• Ensure required documentation is received, printed and ready for loan closing for all branch loans
• Provide proper loan documentation to loan officers as needed for underwriting closing files
• Input new and/or updated loan document images and information into database for tracking and reporting
• Communicate with loan processors to complete loan funding at the same time as loan documents are uploaded
• Perform maintenance functions for current loans on bank database as necessary-- including any renewals, extensions, modifications, automatic transfers, etc.
• Review new loans as they are uploaded to bank database as part of the dual control process.
• Process customer loan payments in bank database
• Provide payoffs to other financial institutions as necessary
• Process invoice payments using accounts payable functions in bank database
• Assist loan officers by conducting various loan reporting functions as needed, including document exception reports
• Mail out letters to request additional documentation from customers as necessary
• Assist loan officers with preparing loan proposals and other documents for Loan Committee and Board of Director approval

Customer Service
• Demonstrate a commitment to PBT’s customer service philosophy
• Provide courteous service to loan and deposit customers in person, over the phone and through email communication
Various other responsibilities as assigned by supervisor

QUALIFICATIONS
EDUCATION/CERTIFICATION: High School Diploma or equivalent required
Bachelor’s degree in business, finance or related field preferred
REQUIRED KNOWLEDGE: Full knowledge of loan services offered by Peoples Bank and Trust,
understanding of all PBT policies and procedures related to loan services
provided, knowledge of reports required to maintain and track
outstanding loans
EXPERIENCE REQUIRED: 2 years banking experience preferred
SKILLS/ABILITIES: Attention to detail, strong written and verbal communication skills, self-motivation,
self-management, ability to consistently follow through on tasks, problem solving,
organized, analytical, interpersonal, customer relationship building, time
management, computer literacy and a strong ability to multi-task

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
TALKING: Ability to speak effectively and communicate clearly
AVERAGE HEARING: Ability to hear average conversations at a standard level in an office environment
around other customers and bank personnel
REPETITIVE MOTION: The employee is regularly required to type throughout the day
FINGER DEXTERITY: The employee is regularly required to use hands to type and maneuver a mouse
AVERAGE VISION: Specific vision abilities required by this job include close vision, color
vision, peripheral vision, depth perception and ability to adjust focus with
20/20 vision (with or without the assistance of eyeglasses/contacts)
PHYSICAL STRENGTH: The employee must occasionally lift and/or move up to 20 pounds (unassisted)
as well as stand, sit, bend, kneel, squat, and walk for long periods of time

WORKING CONDITIONS
General professional office environment with climate control. Adequate lighting. Required regular work attendance
on Saturdays. Occasional additional hours outside of regular bank service hours to complete tasks.

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
REASONING ABILITY: Ability to deal with a variety of variables under only limited
standardization.
MATHEMATICS ABILITY: Strong numeric capabilities; Ability to add, subtract, multiply and divide in
all units of measure using whole numbers and common fractions.
LANGUAGE ABILITY: Ability to read, analyze, and interpret documents. Ability to communicate clearly.

INTENT AND FUNCTION OF JOB DESCRIPTIONS
Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified
employees are selected. They are also essential to an effective appraisal system and related promotion, transfer,
layoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective
compensation system.
All descriptions have been reviewed to ensure that only essential functions and basic duties have been included.
Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities
included have been determined to be the minimal standards required to successfully perform the positions. In no
instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive.
Additional functions and requirements may be assigned by supervisors as deemed appropriate.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to
reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious
health or safety risks to the employee or others or which impose undue hardships on the organization.
Job descriptions are not intended as and do not create employment contracts. The organization maintains its status
as an at-will employer. Employees can be terminated for any reason not prohibited by law.