Loan Servicing Specialist

Loan Servicing Specialist

Job Description:

A Loan Servicing Specialist is a financial professional who assists clients with a wide range of banking needs, including opening accounts, processing transactions, providing financial advice, and promoting banking products and services. Bankers play a key role in maintaining customer relationships, ensuring compliance with financial regulations, and supporting the overall success of the branch or financial institution.

Key Responsibilities:

• Assist customers with day-to-day banking transactions (deposits, withdrawals, transfers, etc.)
• Open and maintain personal and business accounts
• Provide guidance on banking products such as loans, credit cards, and savings accounts
• Identify customer needs and recommend appropriate financial solutions
• Build and maintain strong customer relationships to ensure satisfaction and loyalty
• Ensure compliance with all internal policies and government regulations
• Resolve customer concerns promptly and professionally
• Support the achievement of branch sales and service goals
• Maintain accurate records and documen

Benefits:

• Coverage for healthcare, dental procedures, and vision examinations
• Both types of accounts can help individuals save money on healthcare expenses, but it's important to understand the specific rules and limitations of each option
• Access to mental health support and engagement with an Employee Assistance Program (EAP) for employees
• A type of retirement savings plan, the 401(k) with employer match, designed to help employees save for retirement
• By participating in an ESPP, employees can accumulate company stock over time through gradual payroll deductions at a reduced price
• By offering performance-based incentives or annual bonuses, organizations seek to recognize and reward employees for their exceptional contributions and accomplishments

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