Relationship Banker II Relationship Banker II DEPARTMENT: Deposit Administration-Retail Department REPORTS TO: Assistant Banking Center Manager/Banking Center Manager SUPERVISES: None FLSA: Non - Exempt STATUS: Full Time EEO Classification: 5 Administrative Support Workers JOB GRADE: G HOURS: Regular full-time 40 hours. Saturday rotation required. SUMMARY: This position provides basic cash receipt and payment services to customers in accordance with financial institution procedures. Meets the needs of customers by becoming familiar with all bank products and services, in order to refer them to appropriate departments for assistance and additional sales opportunities. Consistent in providing courteous, professional, accurate, timely, and knowledgeable service to the customer. Must have the ability to perform vault functions and the ability to open new personal accounts. Responsible for the development of new business relationships and maintaining existing relationships. Answers questions on all services the financial institution provides and recognizes selling and referral opportunities. Operates a cash drawer daily. EDUCATION & EXPERIENCE: High school diploma or equivalent. Associates in business or related field preferred Attend and complete Field & Main University courses Prior banking experience Minimum of six months (6) experience in cash handling/teller experience Good understanding of financial products and services Complete new account training Excellent sales, interpersonal, communication and organization skills Above average computer and keyboard skills ESSENTIAL DUTIES & RESPONSIBILITIES: Performs all teller functions as a Relationship Banker I. Prioritizes and makes on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank's exposure to loss or fraud. Answers basic customer inquiries regarding interest rates, service charges, and account histories, while complying with disclosure requirements, regulations, and consumer privacy policies. Knowledgeable in products and services offered by the bank (Retail, Loan, Trust, Insurance) in order to refer customers to the proper department for issues that cannot be resolved in retail. Identifies and attempts to correct any discrepancies found in customer information files (CIF). Assists in opening and closing of vault and night depository. Balances cash drawer daily. Balances TCR daily. Researches any outages and reports any unresolved discrepancies to supervisor. Knowledgeable in various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E, and teller roles and responsibilities relating to each act. Opens and closes the bank by following established security procedures. Proficient in the bank's software used to print instant issue debit cards. Interacts with consumers using the chat feature, answering questions and providing solutions in a professional manner. Provides a complete range of customer service functions, including opening new accounts; checking, savings, and certificate of deposits. Explains available products and services and collect customer information to satisfy the Customer Information Program (CIP). Proactively prospects for new business. Actively refers loan, trust, insurance, and brokerage services to appropriate financial institution specialists. Participates in sales, service, and product training meetings. Proficient with vault responsibilities for the banking center. Follows policies and procedures related to retail areas. Lives and represents the Field & Main culture and brand. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other duties as assigned. COMPETENCIES: To be successful in this position, an individual should possess and demonstrate the following competencies to perform the essential functions of this position. Computer Skills - Strong working knowledge of computer functions. Proficient in keyboarding. Ability to learn new technical skills and commitment to pursing continuing education opportunities to advance technical skills. Initiative - Ability to determine a correct course of action based on knowledge, policies, and sound judgment. Takes proactive steps to accomplish tasks without specific direction. Seeks out and takes responsibility for additional work assessments. Seeks out new learning opportunities. Keeps supervisor informed on status of incomplete tasks. Ability to consistently make correct decisions based on sound judgment, job knowledge, job experience, and job training. Willingness to take responsibility for decisions. Keeps supervisor informed of decision and reason and base for the decision. Follow-Up - Completes assignments and tasks willingly, promptly, and efficiently. Responds with a sense of urgency to requests from customers, co-workers, and /or supervisor. Keeps supervisor informed of status of completed tasks. Communication Skills - Relates positively to customers, co-workers, and supervisors. Consistently keeps supervisor informed. Consistently demonstrates appropriate use language expected in a professional work environment. Considerate and respectful of customers, co-workers, and supervisors by tone, volume, and mannerism used in communicating. Expresses thoughts clearly and proficiently in written and oral form. Maintains confidentially in all bank and customer related manners. Interpersonal Relationship Skills -Works well with co-workers, conveying thoughts and actions in a positive manner. Supports, accepts, and understands management and company directives and works to help achieve individual, departmental, and company objectives and goals with positive behavior. Consistently displays a willingness to cooperate. Receptive to suggestions for improvement. Strong sense of business propriety and decorum. Interacts and communicates with individuals at all levels of the organization. Dependable, consistently at work and on time, follows instructions, responds to management directions, and solicits feedback to improve performance. Time Management - Ability to consistently display a sense of urgency in completing tasks and servicing customer's needs. Ability to maintain accuracy and quality of work as quantity of work increases. Individual organizes, prioritizes, and plans work activities and use of time efficiently. Effectively prioritizes duties and develops a system that triggers action in own workflow. Possess ability to realize urgent nature of tasks assigned. Effectively uses the proper resources to maintain an organized, neat, and efficient work environment necessary for completion of duties in a timely manner. Demonstrates accuracy and thoroughness and monitors own work to ensure quality and quantity of work. Takes time to verify work and promptly correct errors. Maintains all the required and appropriate records necessary in the job. Adherence to Policies & Procedures - Understands the importance of adherence to bank policies in job related functions, employee, and banking issues. Maintains confidentiality of employee, customer, and bank information within and outside of the company. Actions and behaviors reflect positively on the company. Maintains highest level of honesty in handling customer, employee, and bank information. ADA REQUIREMENTS: Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25-70 lbs. This job description may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions and duties may be modified when deemed appropriate by management. REV. 03/02/2023 TV EOE/ Minorities/Women/Vets/Disabled PIee47b5-
12/04/2025
Full time
Relationship Banker II Relationship Banker II DEPARTMENT: Deposit Administration-Retail Department REPORTS TO: Assistant Banking Center Manager/Banking Center Manager SUPERVISES: None FLSA: Non - Exempt STATUS: Full Time EEO Classification: 5 Administrative Support Workers JOB GRADE: G HOURS: Regular full-time 40 hours. Saturday rotation required. SUMMARY: This position provides basic cash receipt and payment services to customers in accordance with financial institution procedures. Meets the needs of customers by becoming familiar with all bank products and services, in order to refer them to appropriate departments for assistance and additional sales opportunities. Consistent in providing courteous, professional, accurate, timely, and knowledgeable service to the customer. Must have the ability to perform vault functions and the ability to open new personal accounts. Responsible for the development of new business relationships and maintaining existing relationships. Answers questions on all services the financial institution provides and recognizes selling and referral opportunities. Operates a cash drawer daily. EDUCATION & EXPERIENCE: High school diploma or equivalent. Associates in business or related field preferred Attend and complete Field & Main University courses Prior banking experience Minimum of six months (6) experience in cash handling/teller experience Good understanding of financial products and services Complete new account training Excellent sales, interpersonal, communication and organization skills Above average computer and keyboard skills ESSENTIAL DUTIES & RESPONSIBILITIES: Performs all teller functions as a Relationship Banker I. Prioritizes and makes on-the-spot decisions regarding customer transactions, weighing customer satisfaction issues with bank's exposure to loss or fraud. Answers basic customer inquiries regarding interest rates, service charges, and account histories, while complying with disclosure requirements, regulations, and consumer privacy policies. Knowledgeable in products and services offered by the bank (Retail, Loan, Trust, Insurance) in order to refer customers to the proper department for issues that cannot be resolved in retail. Identifies and attempts to correct any discrepancies found in customer information files (CIF). Assists in opening and closing of vault and night depository. Balances cash drawer daily. Balances TCR daily. Researches any outages and reports any unresolved discrepancies to supervisor. Knowledgeable in various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, Regulation E, and teller roles and responsibilities relating to each act. Opens and closes the bank by following established security procedures. Proficient in the bank's software used to print instant issue debit cards. Interacts with consumers using the chat feature, answering questions and providing solutions in a professional manner. Provides a complete range of customer service functions, including opening new accounts; checking, savings, and certificate of deposits. Explains available products and services and collect customer information to satisfy the Customer Information Program (CIP). Proactively prospects for new business. Actively refers loan, trust, insurance, and brokerage services to appropriate financial institution specialists. Participates in sales, service, and product training meetings. Proficient with vault responsibilities for the banking center. Follows policies and procedures related to retail areas. Lives and represents the Field & Main culture and brand. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other duties as assigned. COMPETENCIES: To be successful in this position, an individual should possess and demonstrate the following competencies to perform the essential functions of this position. Computer Skills - Strong working knowledge of computer functions. Proficient in keyboarding. Ability to learn new technical skills and commitment to pursing continuing education opportunities to advance technical skills. Initiative - Ability to determine a correct course of action based on knowledge, policies, and sound judgment. Takes proactive steps to accomplish tasks without specific direction. Seeks out and takes responsibility for additional work assessments. Seeks out new learning opportunities. Keeps supervisor informed on status of incomplete tasks. Ability to consistently make correct decisions based on sound judgment, job knowledge, job experience, and job training. Willingness to take responsibility for decisions. Keeps supervisor informed of decision and reason and base for the decision. Follow-Up - Completes assignments and tasks willingly, promptly, and efficiently. Responds with a sense of urgency to requests from customers, co-workers, and /or supervisor. Keeps supervisor informed of status of completed tasks. Communication Skills - Relates positively to customers, co-workers, and supervisors. Consistently keeps supervisor informed. Consistently demonstrates appropriate use language expected in a professional work environment. Considerate and respectful of customers, co-workers, and supervisors by tone, volume, and mannerism used in communicating. Expresses thoughts clearly and proficiently in written and oral form. Maintains confidentially in all bank and customer related manners. Interpersonal Relationship Skills -Works well with co-workers, conveying thoughts and actions in a positive manner. Supports, accepts, and understands management and company directives and works to help achieve individual, departmental, and company objectives and goals with positive behavior. Consistently displays a willingness to cooperate. Receptive to suggestions for improvement. Strong sense of business propriety and decorum. Interacts and communicates with individuals at all levels of the organization. Dependable, consistently at work and on time, follows instructions, responds to management directions, and solicits feedback to improve performance. Time Management - Ability to consistently display a sense of urgency in completing tasks and servicing customer's needs. Ability to maintain accuracy and quality of work as quantity of work increases. Individual organizes, prioritizes, and plans work activities and use of time efficiently. Effectively prioritizes duties and develops a system that triggers action in own workflow. Possess ability to realize urgent nature of tasks assigned. Effectively uses the proper resources to maintain an organized, neat, and efficient work environment necessary for completion of duties in a timely manner. Demonstrates accuracy and thoroughness and monitors own work to ensure quality and quantity of work. Takes time to verify work and promptly correct errors. Maintains all the required and appropriate records necessary in the job. Adherence to Policies & Procedures - Understands the importance of adherence to bank policies in job related functions, employee, and banking issues. Maintains confidentiality of employee, customer, and bank information within and outside of the company. Actions and behaviors reflect positively on the company. Maintains highest level of honesty in handling customer, employee, and bank information. ADA REQUIREMENTS: Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25-70 lbs. This job description may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions and duties may be modified when deemed appropriate by management. REV. 03/02/2023 TV EOE/ Minorities/Women/Vets/Disabled PIee47b5-
Peoples Security Bank & Trust Company
Moosic, Pennsylvania
Description: If you are looking for a great place to work, and reach your potential, look to Peoples Security Bank & Trust. We continue to grow and are always looking for the right people to join our team. Our Loan Servicing Specialists are responsible for performing a variety of daily loan servicing duties associated with all commercial, consumer, and real estate loans. Essential Duties: Uploads new loans. Maintains and upkeeps all loan files (active and inactive). Quotes loan payoff and processes payments for all loan types. Verifies and corrects un-posted loan payments on a daily basis. Performs duties relating to the sale and servicing of loans on the secondary market. Performs duties relating to participation loans. Coordinates SBA monthly remittance and reporting. Investigates customer problems, operational and other issues; resolves in a timely manner to ensure high quality customer service. Monitors flood insurance. Performs UCC tracking. Prepares monthly FHLB Reports. Maintains credit life and disability insurance premiums; checks and verifies all premium payments for AIG. Ensures recording of all mortgages and loan documentation with proper public officials. Maintains various daily reports. Balances all loan related general ledger accounts. Renew/Entend - LOC from Commercial Loan Servicing Specialist. Monitors Vintek for electronic titles on new loans and paid off loans. Check daily maintenance to the system, first and second check. Review new loan cards with loan note for system accuracy. Process cash items from EIP. Benefits Offered to Peoples Security Bank Employees Our College Tuition Reimbursement Benefit can help you achieve your long-term career and educational goals Medical Plans Dental Plan Vision Plan Life Insurance Disability Insurance 401(K) Plan ESOP Plan Paid Time Off Paid Holidays Employee Assistance Program Banking Classes Internal Advancement Opportunities Volunteer Paid Time Off Company Overview Community has and always will be our purpose. We were founded on the principle to be a bank that people can trust. We would not be where we are today without the dedication that our employees have had since we first opened our doors. Our values still hold true to this day and we are making strides to continue to grow with our amazing team. We believe that operating with a core set of values will be integral to the success of Peoples Security Bank & Trust for our employees, customers, shareholders and communities. PEOPLE Working together for a common good by engaging our customers and communities. SERVICE Consistently deliver a safe, reliable and positive banking experience for our customers. BETTER A commitment to excellence in every interaction. TRUST Integrity, accountability, guidance, and support form the foundation for every customer engagement. We believe our team is what makes our organization successful. Hearing their stories show a path of growth and enrichment in their careers. Every single team member truly makes a difference within our company and we're grateful for each employee who chooses to work with us. Peoples Security Bank and Trust Company is an Equal Opportunity Employer Requirements: Education/Training: A high school diploma or equivalent; specialized banking education and training preferred. Skill(s): Must demonstrate strong communication skills; proficient interpersonal relations skills; proficient PC skills; a working knowledge of bank operating policies and procedures which impact loan document services; knowledge of lending policies and procedures. Experience: A minimum of five (5) years' experience in related positions normally required. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer. PI3127b63e5b7c-1506
12/02/2025
Full time
Description: If you are looking for a great place to work, and reach your potential, look to Peoples Security Bank & Trust. We continue to grow and are always looking for the right people to join our team. Our Loan Servicing Specialists are responsible for performing a variety of daily loan servicing duties associated with all commercial, consumer, and real estate loans. Essential Duties: Uploads new loans. Maintains and upkeeps all loan files (active and inactive). Quotes loan payoff and processes payments for all loan types. Verifies and corrects un-posted loan payments on a daily basis. Performs duties relating to the sale and servicing of loans on the secondary market. Performs duties relating to participation loans. Coordinates SBA monthly remittance and reporting. Investigates customer problems, operational and other issues; resolves in a timely manner to ensure high quality customer service. Monitors flood insurance. Performs UCC tracking. Prepares monthly FHLB Reports. Maintains credit life and disability insurance premiums; checks and verifies all premium payments for AIG. Ensures recording of all mortgages and loan documentation with proper public officials. Maintains various daily reports. Balances all loan related general ledger accounts. Renew/Entend - LOC from Commercial Loan Servicing Specialist. Monitors Vintek for electronic titles on new loans and paid off loans. Check daily maintenance to the system, first and second check. Review new loan cards with loan note for system accuracy. Process cash items from EIP. Benefits Offered to Peoples Security Bank Employees Our College Tuition Reimbursement Benefit can help you achieve your long-term career and educational goals Medical Plans Dental Plan Vision Plan Life Insurance Disability Insurance 401(K) Plan ESOP Plan Paid Time Off Paid Holidays Employee Assistance Program Banking Classes Internal Advancement Opportunities Volunteer Paid Time Off Company Overview Community has and always will be our purpose. We were founded on the principle to be a bank that people can trust. We would not be where we are today without the dedication that our employees have had since we first opened our doors. Our values still hold true to this day and we are making strides to continue to grow with our amazing team. We believe that operating with a core set of values will be integral to the success of Peoples Security Bank & Trust for our employees, customers, shareholders and communities. PEOPLE Working together for a common good by engaging our customers and communities. SERVICE Consistently deliver a safe, reliable and positive banking experience for our customers. BETTER A commitment to excellence in every interaction. TRUST Integrity, accountability, guidance, and support form the foundation for every customer engagement. We believe our team is what makes our organization successful. Hearing their stories show a path of growth and enrichment in their careers. Every single team member truly makes a difference within our company and we're grateful for each employee who chooses to work with us. Peoples Security Bank and Trust Company is an Equal Opportunity Employer Requirements: Education/Training: A high school diploma or equivalent; specialized banking education and training preferred. Skill(s): Must demonstrate strong communication skills; proficient interpersonal relations skills; proficient PC skills; a working knowledge of bank operating policies and procedures which impact loan document services; knowledge of lending policies and procedures. Experience: A minimum of five (5) years' experience in related positions normally required. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer. PI3127b63e5b7c-1506
Loan Operations Specialist I / II Loan Operations Specialist I DEPARTMENT: Loan Department REPORTS TO: Loan Operations Assistant Manager SUPERVISES: None FLSA: Non - Exempt STATUS: Full Time EEO Classification: 5 Administrative Support Workers JOB GRADE: F HOURS: Regular full-time 40 hours. Additional hours may be required. SUMMARY: Works closely with the loan operations team to create and maintain an accurate and efficient loan servicing environment. Completes assigned tasks independently within established timeframe. Protects the assets of the bank and shareholders' interest by thoroughly reviewing commercial, consumer, and mortgage loan files for accuracy and completeness. Provides excellent customer service experience for both external and internal customers. Operates and accomplishes shared goals of the department and the Bank. Consistently maintains a positive demeanor and displays excellence in service, showing courtesy, tact, and discretion. EDUCATION & EXPERIENCE: High school diploma or equivalent. Associate degree in business, accounting or related field is helpful, but not required. Minimum of one year of banking experience is preferred. Proficient with Microsoft Office Products. Experience with Jack Henry core system is preferred. Strong focus to job at hand, attention to detail, strong proven organizational skills, and a self-starter is critical. Ability to prioritize multiple demands in a high-pressure environment while maintaining professionalism. Ability to think practices and processes through, problem solve, and provide resolutions. Willingness and ability to own a project; routing the necessary and required components to a complete and compliant conclusion. Excellent interpersonal, written, and verbal communication skills. ESSENTIAL DUTIES & RESPONSIBILITIES MAY INCLUDE: Answer external and internal customer telephone, email, and online inquiries concerning loan questions and concerns and make take appropriate action which include but not limited to: Process loan payments and transfers. Process participation payments and advances. Prepare payoff quotes and process payoff payments. Process loan line of credit advances. Perform and review simple loan maintenance. Perform loan research. Imaging and Indexing responsibilities for the Loan Department. This includes loan documents, supporting documentation, financial information, correspondence, etc. Ensures loan documentation has been imaged and indexed appropriately. File and maintain physical loan documents in the appropriate manner ensuring proper safe keeping of those items. Retain and destroy physical documentation in accordance with destruction guidelines. Sort mail and deliver documents for recording to courthouse. Processes paid loans, mortgage/collateral releases, filings, and potential overpayment checks to borrowers after loan is paid in full. Process, track, and maintain hazard insurance exception lists in accordance with our creditor's placed insurance and impairment programs. Train, assist and relieve co-workers as needed. Maintain a working knowledge of government regulatory requirements affecting both consumer and commercial customers and their relationship to loan documentation filing requirements. Work with post-close reviewer to create and clear documentation exceptions detected within the review process. Assists lenders, loan assistants, and processors with questions related to their portfolio documentation. Track lien interests for expiration and continuation. Provides required reports needed by officers, processors, compliance, and other bank personnel. Complete training as required on BSA and other Compliance policies and procedures. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other Duties and responsibilities as assigned. COMPETENCIES: To be successful in this position, an individual should possess and demonstrate the following competencies at the highest level. COMPUTER SKILLS - Strong working knowledge of computer functions. Proficient in keyboarding and Microsoft Office. Ability to learn new technical skills and commitment to pursuing continuing education opportunities to advance technical skills. INITIATIVE - Takes proactive steps to accomplish tasks without specific direction. Seeks out and takes responsibility for additional work assessments. Seeks out new learning opportunities. Ability to consistently make correct decisions based on sound judgment, job knowledge, job experience and department procedures. Willingness to take responsibility for decisions. FOLLOW-UP - Completes assignments and tasks willingly, promptly, and efficiently. Responds with a sense of urgency to requests from customers, co-workers and /or supervisor. Keeps supervisor informed of status of completed tasks. COMMUNICATION SKILLS- Relates positively and professionally to customers, staff, co-workers, and supervisors. Remains considerate and respectful of customers, staff, co-workers, and supervisors by tone, volume and mannerism used in communicating. Expresses thoughts clearly and proficiently in written and oral form. Maintains confidentiality in all bank, employee and customer related matters. Consistently keeps department and supervisor informed. Demonstrates appropriate use of language expected in a professional work environment. INTERPERSONAL RELATIONSHIP SKILLS - Works with and along co-workers conveying thoughts, actions, and feedback in a positive manner. Building and managing professionally healthy relationships. Supports, accepts, and understands management and company directives. Consistently displays a willingness to cooperate. Receptive to suggestions for improvement. Interacts and communicates with individuals at all levels of the organization. Acts with responsibility, integrity, and accountability. TIME-MANAGEMENT - Ability to consistently display a sense of urgency in completing tasks and servicing customers' needs. Ability to maintain accuracy and quality and of work as quantity of work fluctuates. Individual can organize and prioritize workflow effectively to optimize productivity. Demonstrates accuracy and thoroughness and monitors own work to ensure quality. Takes time to verify work and promptly correct errors. Maintains all the required and appropriate records necessary in the job. ADHERENCE TO POLICIES AND PROCEDURES - Understands the importance of adherence to department procedures and bank policies in job related functions, employee, and banking issues. Maintains confidentiality of employee, customer, and bank information within and outside of the company. Actions and behaviors reflect positively on the company. Maintains the highest level of honesty in handling customer, employee, and bank information. ADA REQUIREMENTS: Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25 lbs. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position. This job may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions and duties may be modified when deemed appropriate by management. REV. 02/08/2024 AM EOE/ Minorities/Women/Vets/Disabled Loan Operations Specialist II DEPARTMENT: Loan Department REPORTS TO: Loan Operations Manager, VP SUPERVISES: None FLSA: Non - Exempt STATUS: Full Time EEO Classification: 5 Administrative Support Workers JOB GRADE: G HOURS: Regular full-time 40 hours. Additional hours may be required. SUMMARY: Works closely with Loan Operations Manager in processing, balancing, managing and servicing the various accounts associated with the loan operations function. EDUCATION & EXPERIENCE: High school diploma or equivalent. Associate's degree in business, accounting or related field is helpful, but not required. Minimum of two years banking experience. Proficient with Microsoft Office Products. Experience with Jack Henry preferred. Strong focus to job at hand, attention to detail, strong proven organizational skills, and a self-starter is critical. Willingness and ability to own a project; routing the necessary and required components to a complete and compliant conclusion. Excellent interpersonal, communication skills. ESSENTIAL DUTIES & RESPONSIBILITIES MAY INCLUDE: Ability to perform and back-up duties of Loan Operations Specialist I. Fund and book loans to Jack Henry core system. Verify accuracy of loans entered to Jack Henry core system by others. Verify accuracy of loan maintenance and proper authority and documentation. Process bankruptcy and charge-off payments, and participation payments and advances. Make entries in loan system for approved Payment Maintenance. . click apply for full job details
12/02/2025
Full time
Loan Operations Specialist I / II Loan Operations Specialist I DEPARTMENT: Loan Department REPORTS TO: Loan Operations Assistant Manager SUPERVISES: None FLSA: Non - Exempt STATUS: Full Time EEO Classification: 5 Administrative Support Workers JOB GRADE: F HOURS: Regular full-time 40 hours. Additional hours may be required. SUMMARY: Works closely with the loan operations team to create and maintain an accurate and efficient loan servicing environment. Completes assigned tasks independently within established timeframe. Protects the assets of the bank and shareholders' interest by thoroughly reviewing commercial, consumer, and mortgage loan files for accuracy and completeness. Provides excellent customer service experience for both external and internal customers. Operates and accomplishes shared goals of the department and the Bank. Consistently maintains a positive demeanor and displays excellence in service, showing courtesy, tact, and discretion. EDUCATION & EXPERIENCE: High school diploma or equivalent. Associate degree in business, accounting or related field is helpful, but not required. Minimum of one year of banking experience is preferred. Proficient with Microsoft Office Products. Experience with Jack Henry core system is preferred. Strong focus to job at hand, attention to detail, strong proven organizational skills, and a self-starter is critical. Ability to prioritize multiple demands in a high-pressure environment while maintaining professionalism. Ability to think practices and processes through, problem solve, and provide resolutions. Willingness and ability to own a project; routing the necessary and required components to a complete and compliant conclusion. Excellent interpersonal, written, and verbal communication skills. ESSENTIAL DUTIES & RESPONSIBILITIES MAY INCLUDE: Answer external and internal customer telephone, email, and online inquiries concerning loan questions and concerns and make take appropriate action which include but not limited to: Process loan payments and transfers. Process participation payments and advances. Prepare payoff quotes and process payoff payments. Process loan line of credit advances. Perform and review simple loan maintenance. Perform loan research. Imaging and Indexing responsibilities for the Loan Department. This includes loan documents, supporting documentation, financial information, correspondence, etc. Ensures loan documentation has been imaged and indexed appropriately. File and maintain physical loan documents in the appropriate manner ensuring proper safe keeping of those items. Retain and destroy physical documentation in accordance with destruction guidelines. Sort mail and deliver documents for recording to courthouse. Processes paid loans, mortgage/collateral releases, filings, and potential overpayment checks to borrowers after loan is paid in full. Process, track, and maintain hazard insurance exception lists in accordance with our creditor's placed insurance and impairment programs. Train, assist and relieve co-workers as needed. Maintain a working knowledge of government regulatory requirements affecting both consumer and commercial customers and their relationship to loan documentation filing requirements. Work with post-close reviewer to create and clear documentation exceptions detected within the review process. Assists lenders, loan assistants, and processors with questions related to their portfolio documentation. Track lien interests for expiration and continuation. Provides required reports needed by officers, processors, compliance, and other bank personnel. Complete training as required on BSA and other Compliance policies and procedures. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other Duties and responsibilities as assigned. COMPETENCIES: To be successful in this position, an individual should possess and demonstrate the following competencies at the highest level. COMPUTER SKILLS - Strong working knowledge of computer functions. Proficient in keyboarding and Microsoft Office. Ability to learn new technical skills and commitment to pursuing continuing education opportunities to advance technical skills. INITIATIVE - Takes proactive steps to accomplish tasks without specific direction. Seeks out and takes responsibility for additional work assessments. Seeks out new learning opportunities. Ability to consistently make correct decisions based on sound judgment, job knowledge, job experience and department procedures. Willingness to take responsibility for decisions. FOLLOW-UP - Completes assignments and tasks willingly, promptly, and efficiently. Responds with a sense of urgency to requests from customers, co-workers and /or supervisor. Keeps supervisor informed of status of completed tasks. COMMUNICATION SKILLS- Relates positively and professionally to customers, staff, co-workers, and supervisors. Remains considerate and respectful of customers, staff, co-workers, and supervisors by tone, volume and mannerism used in communicating. Expresses thoughts clearly and proficiently in written and oral form. Maintains confidentiality in all bank, employee and customer related matters. Consistently keeps department and supervisor informed. Demonstrates appropriate use of language expected in a professional work environment. INTERPERSONAL RELATIONSHIP SKILLS - Works with and along co-workers conveying thoughts, actions, and feedback in a positive manner. Building and managing professionally healthy relationships. Supports, accepts, and understands management and company directives. Consistently displays a willingness to cooperate. Receptive to suggestions for improvement. Interacts and communicates with individuals at all levels of the organization. Acts with responsibility, integrity, and accountability. TIME-MANAGEMENT - Ability to consistently display a sense of urgency in completing tasks and servicing customers' needs. Ability to maintain accuracy and quality and of work as quantity of work fluctuates. Individual can organize and prioritize workflow effectively to optimize productivity. Demonstrates accuracy and thoroughness and monitors own work to ensure quality. Takes time to verify work and promptly correct errors. Maintains all the required and appropriate records necessary in the job. ADHERENCE TO POLICIES AND PROCEDURES - Understands the importance of adherence to department procedures and bank policies in job related functions, employee, and banking issues. Maintains confidentiality of employee, customer, and bank information within and outside of the company. Actions and behaviors reflect positively on the company. Maintains the highest level of honesty in handling customer, employee, and bank information. ADA REQUIREMENTS: Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25 lbs. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position. This job may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions and duties may be modified when deemed appropriate by management. REV. 02/08/2024 AM EOE/ Minorities/Women/Vets/Disabled Loan Operations Specialist II DEPARTMENT: Loan Department REPORTS TO: Loan Operations Manager, VP SUPERVISES: None FLSA: Non - Exempt STATUS: Full Time EEO Classification: 5 Administrative Support Workers JOB GRADE: G HOURS: Regular full-time 40 hours. Additional hours may be required. SUMMARY: Works closely with Loan Operations Manager in processing, balancing, managing and servicing the various accounts associated with the loan operations function. EDUCATION & EXPERIENCE: High school diploma or equivalent. Associate's degree in business, accounting or related field is helpful, but not required. Minimum of two years banking experience. Proficient with Microsoft Office Products. Experience with Jack Henry preferred. Strong focus to job at hand, attention to detail, strong proven organizational skills, and a self-starter is critical. Willingness and ability to own a project; routing the necessary and required components to a complete and compliant conclusion. Excellent interpersonal, communication skills. ESSENTIAL DUTIES & RESPONSIBILITIES MAY INCLUDE: Ability to perform and back-up duties of Loan Operations Specialist I. Fund and book loans to Jack Henry core system. Verify accuracy of loans entered to Jack Henry core system by others. Verify accuracy of loan maintenance and proper authority and documentation. Process bankruptcy and charge-off payments, and participation payments and advances. Make entries in loan system for approved Payment Maintenance. . click apply for full job details
Position: Loan Servicing Specialist Location: Cincinnati, OH 45245 Duration: FTE/ Direct Hire Job Description This process involves reviewing documents to ensure that the correct process is followed to collect the mortgage payment, property which are impacted by FEMA are being serviced correctly, foreclosure process is followed correctly, looking for assistance options to verify if all eligible programs have been offered etc. Manage the pipeline for loans ensuring all actions are compliant with regulatory requirements Understanding job requirements and consistent delivery to set targets Review of 1098/1099 documents Ensure rate adjustment was correctly calculated, and the required notices sent within the regulatory requirements. Audit Bankruptcy documentation to confirm loans in a bankruptcy stage are properly handled, Review of documents to confirm that loan payments are processed correctly and applied to the loan appropriately as per Note and applicable regulations. Documents review to confirm the proper filing of claims to mortgage insurance providers. Audit documentation to confirm proper processes are followed for the collection of missed payments, solicitations of assistance options, and the mailing of required notices, and pull a soft credit report Confirms escrow account functions are being performed properly. Review of documents to confirm loans impacted by a FEMA declared disaster event are being serviced correctly and applicable assistance is being provided Audit documentation to confirm the foreclosure process, from initiation through final settlement is completed in a timely manner and in accordance with applicable policies, regulations, federal, state, and local laws Review of documents to confirm loans are being serviced correctly for both monitored and unmonitored hazard claims. Review of loans with Lender Placed Insurance (LPI) that were sent appropriate notices before the LPI was applied to the loan and the LPI was removed when required Audit documentation to confirm loans have been carefully reviewed for assistance options, all eligible programs have been offered, the finalization of a permanent assistance option is completed, and the loan is removed from the Loss Mitigation Workstation in a timely manner when appropriate Review of documents to confirm the payoff provided was accurate and the lien release process was completed properly Audit loans to confirm whether loan-servicing records are properly transferred (i.e., loan data, amounts, documents, and established policies are followed. Additional responsibilities for the reviewer include: Maintaining service level standards Responding to all emails efficiently Adhering to all checklist requirements Knowledge/Experience: Minimum 24-36 months of US mortgage servicing experience Knowledge of the mortgage servicing process, documentation and loan terminology Qualifications: Essential: Graduates with a minimum of 24-36 months of US mortgage servicing experience. Desirable: Exposure to Loss Mitigation, Claims Submission Audit and Bankruptcy Management Audit would be an added advantage. Salary Range 52k - 58k + Benefits
12/01/2025
Full time
Position: Loan Servicing Specialist Location: Cincinnati, OH 45245 Duration: FTE/ Direct Hire Job Description This process involves reviewing documents to ensure that the correct process is followed to collect the mortgage payment, property which are impacted by FEMA are being serviced correctly, foreclosure process is followed correctly, looking for assistance options to verify if all eligible programs have been offered etc. Manage the pipeline for loans ensuring all actions are compliant with regulatory requirements Understanding job requirements and consistent delivery to set targets Review of 1098/1099 documents Ensure rate adjustment was correctly calculated, and the required notices sent within the regulatory requirements. Audit Bankruptcy documentation to confirm loans in a bankruptcy stage are properly handled, Review of documents to confirm that loan payments are processed correctly and applied to the loan appropriately as per Note and applicable regulations. Documents review to confirm the proper filing of claims to mortgage insurance providers. Audit documentation to confirm proper processes are followed for the collection of missed payments, solicitations of assistance options, and the mailing of required notices, and pull a soft credit report Confirms escrow account functions are being performed properly. Review of documents to confirm loans impacted by a FEMA declared disaster event are being serviced correctly and applicable assistance is being provided Audit documentation to confirm the foreclosure process, from initiation through final settlement is completed in a timely manner and in accordance with applicable policies, regulations, federal, state, and local laws Review of documents to confirm loans are being serviced correctly for both monitored and unmonitored hazard claims. Review of loans with Lender Placed Insurance (LPI) that were sent appropriate notices before the LPI was applied to the loan and the LPI was removed when required Audit documentation to confirm loans have been carefully reviewed for assistance options, all eligible programs have been offered, the finalization of a permanent assistance option is completed, and the loan is removed from the Loss Mitigation Workstation in a timely manner when appropriate Review of documents to confirm the payoff provided was accurate and the lien release process was completed properly Audit loans to confirm whether loan-servicing records are properly transferred (i.e., loan data, amounts, documents, and established policies are followed. Additional responsibilities for the reviewer include: Maintaining service level standards Responding to all emails efficiently Adhering to all checklist requirements Knowledge/Experience: Minimum 24-36 months of US mortgage servicing experience Knowledge of the mortgage servicing process, documentation and loan terminology Qualifications: Essential: Graduates with a minimum of 24-36 months of US mortgage servicing experience. Desirable: Exposure to Loss Mitigation, Claims Submission Audit and Bankruptcy Management Audit would be an added advantage. Salary Range 52k - 58k + Benefits
Neonatal Nurse Practitioner opening in Wisconsin - Located in La Crosse, WI - Rochester 70m - Full-time, permanent position Practice Highlights: - Join an established group of neonatologists and NNPs - Care provided in an 18-bed, Level III NICU - Schedule includes 24-hour shifts or variable shifts based on organizational and unit needs - Private room NICU opened in January 2014 - RN/RT staff lead the Neonatal ground and air transport team servicing Northeastern Iowa, Eastern Minnesota, and South-Central Wisconsin - NNPs help provide transport support as needed - NNP staff respond to newborn events and attend high-risk deliveries - Dedicated pediatric respiratory therapy group supports the use of conventional and high-frequency ventilation in the NICU - "Neonet" telemedicine program available to much of the service area - Average daily census of 12, with approximately 270 admissions and 4,258 patient days in 2022 - Collaborative relationship with pediatric medical and surgical subspecialists, including: Pediatric Hospital Service, PICU, Pediatric Surgeon and Pediatric Anesthesiologist - Active OB department delivered 1,700+ newborns last year, with 11-14% resulting in NICU admission - Supports family-centered, baby-friendly care through the mother-baby couplet program - Pediatric department is a certified pediatric medical home - A physician-led, not-for profit healthcare system Comp/Benefits: - Competitive Salary - CME funds - Loan Forgiveness - Base Retirement Contribution and 401K matching program for retirement - Malpractice, health, dental, life, disability, and vacation About the Area: La Crosse, WI, is a gem along the Mississippi River that captivates with its blend of natural beauty, recreational opportunities, and a thriving community. Nestled amidst scenic bluffs and river valleys, the city offers residents and visitors stunning views and a myriad of outdoor activities, from hiking and biking trails to water sports on the river. The Mississippi River itself serves as a focal point for both leisure and commerce. La Crosse boasts a vibrant downtown with a charming mix of historic architecture, local shops, and diverse dining options. The community's commitment to sustainability is evident through its numerous parks, green spaces, and eco-friendly initiatives. With a rich cultural scene, including theaters, music festivals, and community events, La Crosse provides a warm and inviting atmosphere for residents and a welcoming destination for those seeking a balanced and fulfilling lifestyle.
11/26/2025
Full time
Neonatal Nurse Practitioner opening in Wisconsin - Located in La Crosse, WI - Rochester 70m - Full-time, permanent position Practice Highlights: - Join an established group of neonatologists and NNPs - Care provided in an 18-bed, Level III NICU - Schedule includes 24-hour shifts or variable shifts based on organizational and unit needs - Private room NICU opened in January 2014 - RN/RT staff lead the Neonatal ground and air transport team servicing Northeastern Iowa, Eastern Minnesota, and South-Central Wisconsin - NNPs help provide transport support as needed - NNP staff respond to newborn events and attend high-risk deliveries - Dedicated pediatric respiratory therapy group supports the use of conventional and high-frequency ventilation in the NICU - "Neonet" telemedicine program available to much of the service area - Average daily census of 12, with approximately 270 admissions and 4,258 patient days in 2022 - Collaborative relationship with pediatric medical and surgical subspecialists, including: Pediatric Hospital Service, PICU, Pediatric Surgeon and Pediatric Anesthesiologist - Active OB department delivered 1,700+ newborns last year, with 11-14% resulting in NICU admission - Supports family-centered, baby-friendly care through the mother-baby couplet program - Pediatric department is a certified pediatric medical home - A physician-led, not-for profit healthcare system Comp/Benefits: - Competitive Salary - CME funds - Loan Forgiveness - Base Retirement Contribution and 401K matching program for retirement - Malpractice, health, dental, life, disability, and vacation About the Area: La Crosse, WI, is a gem along the Mississippi River that captivates with its blend of natural beauty, recreational opportunities, and a thriving community. Nestled amidst scenic bluffs and river valleys, the city offers residents and visitors stunning views and a myriad of outdoor activities, from hiking and biking trails to water sports on the river. The Mississippi River itself serves as a focal point for both leisure and commerce. La Crosse boasts a vibrant downtown with a charming mix of historic architecture, local shops, and diverse dining options. The community's commitment to sustainability is evident through its numerous parks, green spaces, and eco-friendly initiatives. With a rich cultural scene, including theaters, music festivals, and community events, La Crosse provides a warm and inviting atmosphere for residents and a welcoming destination for those seeking a balanced and fulfilling lifestyle.