Loan Support Specialist I Department - Macon

Job title:
Loan Support Specialist I
Department:
Lending
Reports to:
Loan Support Supervisor
Salary Range:
$13.50-15.00
Supervises:
None
Current Salary:
FLSA Status:
Non-exempt
Location:
Name:
Macon
Position Start Date:
Job Summary
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The Loan Support Specialist I job function is to coordinate the document flow of consumer and commercial
loan applications with the loan officer and to provide excellent customer service to loan applicants and
customers.
Duties and Responsibilities
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Completes back office functions relating to loans; submitting documents for filing and/or recording for loan
perfection; completing escrow analysis; tracking insurance documentation.
Assembles documents for consumer and commercial loan files; ensuring documents are ordered and
obtained in a timely-fashion in order to complete loan closings on-time and in compliance with lending
regulations; contacting insurance companies, reporting agencies, government agencies, etc as required.
Coordinates with Loan Officer to ensure loan files contain accurate documentation; checking documents for
proper vesting legal descriptions, closing dates and signatures; composing and sending written
correspondence to customers.
Uploads and funds consumer, commercial and real estate loan to the core system after loan closing;
ensuring accurate transfer of data.
Conducts application interview and closes loans under the direction of a Loan Officer when necessary.
Completes file maintenance to customer information files and account files
Processes consumer, commercial and real estate loan payments and advances.
Answers telephone, email, fax & written inquiries concerning loan processing and information
Develops and maintains an in-depth knowledge of current Macon Atlanta State Bank loan products and
services, as well as corresponding bank policies, procedures, and processes; stays current on regulations
affecting MASB loan products and services.
Provides effective customer service by answering customer questions; investigating and correcting errors;
resolving problems or other issues.
Represents Macon Atlanta State Bank in various community, civic, and community reinvestment functions
to further enhance the Bank’s image and develop additional business.
Promotes other bank products by staying current on products available in other bank departments;
matching customers to new services and product promotions; ascertaining customers' needs.
Complies with bank operations and security policies and procedures.
Maintains a professional appearance and work area; dressing in accordance with bank dress code;
keeping work area stocked with required supplies; organizing work space for efficiency and appearance;
reporting malfunctions of computers and other equipment.
Maintains customer confidence and protects bank operations by guarding customer’s personal and account
information; being vigilant regarding potential information security threats
Maintains knowledge of and complies with regulatory guidelines governing financial institutions and Macon
Atlanta State Bank policies and procedures by completing assigned and voluntary training; reading and
reviewing Macon Atlanta State Bank polices & procedures at time of hire and subsequent revisions.
Contributes to a team effort for the bank by completing other duties as needed.
Additional Duties and Responsibilities
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Qualifications
Education & Experience
 High School Diploma or Equivalent
 Some experience in loan processing/closing preferred
Skills & Abilities
 Demonstrate excellent ability in Customer Service, Interpersonal Skills, Attention to Detail, Initiative and
Task Completion
 Demonstrate excellent written and verbal communication skills
 Demonstrate excellent organizational skills
 Demonstrate basic knowledge of computer hardware and software, as well as other basic office equipment
 Demonstrate knowledge of general math and financial calculations
 Ability to learn and use a variety of financial software, especially lending platforms
Training & Certifications
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Supervisor Signature:
Date Created:
Employee Signature:
Date Reviewed:
The preceding job description has been designed to indicate the general nature and essential duties and responsibilities of work
performed by employees within this classification. It may not contain a comprehensive inventory of all duties, responsibilities,
and qualifications required of employees to do this job. The preceding job description does not constitute a contract of
employment and Macon-Atlanta State Bank may exercise it employment-at-will rights at any time. Management reserves the
right to amend this job description at any time according to business needs.