Top 9 Loan specialist Jobs in Rolesville Nc

Commercial Support Specialist III
Carter Bank —Raleigh, NC
- $20.50 - $35.67 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Principal Specialist, General Finance
Collins Aerospace —Raleigh, NC
- $86,800 - $165,200 a year
- Full-time
- Remote
- 3 years
- Finance
- SQL
- Paid holidays
- Loan repayment program
9h
Mortgage Verification Specialist
Quest Advisors. Inc. —Durham, NC
- $17 an hour
- Full-time
- Background check
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply
14d
Corporate Client Specialist Sr
First Horizon Bank —Raleigh, NC
- Full-time
- Office
- 3 years
- High school diploma or GED
- Wellness program
- Health savings account
Quick Apply
11h
Consumer Loan Professional
Mariner Finance —Raleigh, NC
- $18 - $21 an hour
- Full-time
- Spanish
- English
- Office
Quick Apply
Syndicated Loans Ops Specialist
Eclerx —Raleigh, NC
- Full-time
- Microsoft Outlook
- Word processing
- Mid-level
14d
Process Improvement Specialist – Finance Transformation
Kimley-Horn —Raleigh, NC
- Mid-level
- Office
- SQL
- Profit sharing
- Health insurance

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Part-Time Controller
Creedmoor Holding Co., LLC —Franklinton, NC
Track and reconcile intercompany transactions across our entities. This role works alongside them and serves as the link between our financial operations and…
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2d
Part-Time Controller
Creedmoor Holding Co., LLC —Franklinton, NC
Track and reconcile intercompany transactions across our entities. This role works alongside them and serves as the link between our financial operations and…
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Customer Experience Specialist, Home Lending
Upstart Network, Inc. —Columbus, OH
Answer inbound calls from prospective borrowers and applicants whose files have not yet been assigned to a processing pod, guiding them through next steps and…
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Mortgage QA Specialist I
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Occasional travel to headquarters in Newark, Ohio (or Zanesville) for department meetings required- candidate must live within 50 miles of Zanesville or Newark,…
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Commercial Support Specialist III

Carter Bank -
Raleigh, NC

Apply Now

Job Details

Full-time
$20.50 - $35.67 an hour

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Computer operation
Commercial banking expertise
Customer communication
Spreadsheets
High school diploma or GED
Desktop applications
Productivity software

Full Job Description

SUMMARY:
Provide administrative support for the Commercial banking team within the region to ensure a consistent level of customer service for banking clients. Develop client relationships, acting as a resource for commercial customers, to open accounts as needed, provide information about bank products and services, and assist with loan documentation. Follow compliance guidelines for Business accounts to minimize risk. Serve as a liaison between Commercial banking customers, Loan Operations and other areas of the bank, as needed.

ESSENTIAL JOB FUNCTIONS:

Interact with customers to open accounts, completing required paperwork and security checks. Must be familiar with the different sources of primary and secondary identification, and with acceptable and unacceptable forms of identification.
Follow guidelines for opening and maintaining Business accounts, and ensure that the proper documents are completed/gathered (such as the Certificate of Beneficial Ownership, articles of incorporation, etc.) and compile other documentation that may be required.
Advise customers of products and services, and assist bankers in providing superior customer service.
Has the responsibility for following regulatory requirements including those pertaining to the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Customer Identification Program (CIP), and Office of Foreign Assets Control (OFAC) to assist in the identification, detection and determent of money laundering or other unlawful activities.
Manage customer service inquiries and determine proper path to resolution.
Work with Commercial customers to provide information, troubleshooting, collect information, and maintain an overall positive customer experience.
Manage the loan closing process for the Commercial banking team to ensure accuracy in origination of Commercial loans.
Provide clients with the proper procedures and documentation needed to wire funds.
Provide analysis and reporting enabling adequate management of the Commercial banking team for the region.
Work with Commercial bankers to manage the loan approval process in presentation of prospective and customer credit request packages in accordance with Bank’s policy.
Onboard, or assist in onboarding, Commercial deposit accounts and Treasury Management services.
Work to ensure all customer files are up to date and organized to adhere with loan agreements, bank policy, and regulatory compliance.
Handle customer complaints and takes appropriate action to resolve them. Responds promptly to customer needs; solicits customer feedback to improve service and responds to requests for service and assistance.
Maintains educational and professional expertise through attendance at job related seminars, conferences and workshops and involvement in professional, civic, and community groups in leadership positions.
Regular attendance and punctuality are essential functions of this position.
Creates and prepares correspondence, presentation materials, spreadsheets, and reports.
Creates confidential and non-routine file systems and maintains them accurately and efficiently. Maintain and work various reports as needed.
Monitors calls, correspondence and projects to assure appropriate response in a timely manner.
Maintains confidentiality of information with discretion, diplomacy, and professionalism.
Responds to customer questions and monitors or compiles account information as requested.
Remains knowledgeable of Bank products and services. Along with Commercial team, recommend helpful services/solutions to customers when appropriate.
Assist Commercial banking team with collection and tracking of customer financial statements.
Assist Commercial banking team with the collection and clearing of document exceptions, as well as assist with collection of past due loan payments and various customer deliverables.

JOB REQUIREMENTS:

High school diploma or equivalent required, Bachelor’s degree preferred
Must have prior work experience related to Commercial loans

KNOWLEDGE/SKILLS REQUIRED:

Excellent customer service and problem solving skills
Strong verbal and written communication skills
Outstanding organization skills and attention to detail
Ability to perform effectively in fast-paced environment and meet deadlines
Knowledge of Microsoft Office products, especially Word, Excel, and PowerPoint

PHYSICAL AND MENTAL QUALIFICATIONS:

Standing, walking, bending and stooping required
Must be able to sit at a desk for long periods of time and use a computer
Must be able to occasionally move or lift up to 10 pounds
May be asked to work supplemental hours periodically
Limited travel required during and after business hours

Hourly Pay Range: $20.50 - $35.67 per hour

Benefits: Eligible associates may participate in Carter Bank's benefits package, including medical, dental, vision, life insurance, disability coverage, other voluntary benefits, 401(k), paid time off, and paid holidays

Apply Now

Refine Your Search

loan specialist jobs in rolesville nc

Commercial Support Specialist III

Principal Specialist, General Finance

Mortgage Verification Specialist

Corporate Client Specialist Sr

Consumer Loan Professional

Syndicated Loans Ops Specialist

Process Improvement Specialist – Finance Transformation

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