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

Loan Servicing Specialist

Location : San Dimas, CA, 91773