Job opportunity - Banking Specialist - Brooklyn, OH(onsite) - 10 months - US Tech Solutions, Inc.
Brooklyn, OH 44144
About the Job
Job Title: Banking Specialist
Location: Brooklyn, OH
Duration: 10 months
Description
Location: Brooklyn, OH
Duration: 10 months
Description
- Under direct supervision, the Specialist is primarily focused on execution of basic processing and/or quality verification work following defined procedures.
- The Specialist is also responsible for routine operational and/or administrative work and escalates any issues.
- This position will be responsible for client support and quality review functions through telephone or written requests, the timely processing of commercial monetary transactions, and scheduled and non-scheduled loan maintenance by contributing to a high performing work team environment.
- This process includes loan servicing system input, balancing and related research.
- Other duties include performance of special instructions and follow up for accurate and timely completion of transactions ensuring compliance with established policies, procedures, and service level agreements.
- The incumbent will participate as a team member dedicated to supporting the growth and servicing of the portfolio, providing the highest quality of customer service and satisfaction for internal and external customers alike.
- This role covers a combination of staff within the areas of, retail banking, small business banking, consumer lending, origination and cover a broad range of responsibilities and duties.
- Administers defined procedures, analyses, tasks, and report preparation while receiving explicit instructions for filing, recording, processing, servicing, recording, and/or organization of documentation associated with a product or process.
- May assist in reviewing or ensuring proper documentation or procedures are used for basic activities.
- Performs basic routine tasks assigned by manager. May provide service in relation routine billing inquiries, service requests, suggestions, and complaints from customers.
- Completes work by following clearly defined procedures.
- Other duties as assigned.
- Perform tasks as a fully contributing member of a high performing work team.
- Provide world-class level of quality customer service and teamwork.
- Answer client questions and inquiries that are phoned in directly to Loan Services.
- Perform accurate and timely monetary processing as indicated. This includes the processing of Dollar Transaction Forms and Loan Initial Funding Requests via the Centralized Funding process.
- Balance general ledger entries via Automated Posting Application (APA) to minimize account outages and work with the Accounting department to correct discrepancies in a timely manner.
- Post DDA entries via APA to Hogan system, send out cashier checks and process outgoing wires as needed based on service requests.
- Process requests received via departmental Quest, databases and KeyView system including Fee Waiver requests and changes to indicative account information.
- This would also include transactions such as reapplication of payments, research of missing or misapplied payments, and producing payment history statements.
- Perform maintenance transactions on CLS including, but not limited to, setting up borrowing base ticklers, Advance Paydown ticklers and other monetary and indicative system changes.
- Careful and timely review and action of various reports to alleviate potential customer impact issues and to ensure system integrity.
- Research requests to a logical conclusion and execute remedial action. Communicate to the requester the results of research and resolution of the problem effectively and timely.
- Perform quarterly Operational testing as scheduled.
- Assist other team members with daily workload to ensure timely completion and achievement of work team assignments.
- Actively pursue development of self to better support team and future advancement
Source : US Tech Solutions, Inc.