Loan Operations Assistant

Company: The National Bank of Indianapolis
Location: Indianapolis
Posted on: April 1, 2025

Job Description:

The teammate is responsible for booking, servicing, collateral review and/or imaging for commercial and consumer loan accounts, as assigned, providing the highest quality of service to every customer and serving as a point of contact for questions and training. -

Essential Functions

• 
  
• Delivers exceptional customer service by responding to questions, providing information and assistance to ensure that accounts are serviced in an accurate and timely
  
• Performs and/or serves as backup for one or more of the following areas of responsibility, as assigned:
  
  
  Booking & Servicing: - Responsible for all tasks related to the uploading of a loan to the host system and the proper maintenance and servicing of loan accounts and client requests
  
  
  • 
    
  • Reviews loan documents to ensure that they agree with the approved terms of the loan and follow policies and regulations
    
  • Enters customer and loan application information into the Jack Henry core system -
    
  • Reviews and ensures receipt and validity of loan documents
    
  • Reviews all data entry to ensure accuracy
    
  • Responds to and researches credit bureau requests and any corresponding maintenance
    
  • Balances general ledger accounts; prepares and distributes various related reports
    
  • Responds to verbal and written requests for payoff quotes
    
  • Processes all incoming payments
    
    
    Required Education, Experience and Skills
    
    -
    
    -
    
    
    • 
      
    • High school diploma or equivalent educational experience
      
    • One year loan servicing or related experience preferred
      
    • Proven skill in reviewing/interpreting loan documentation
      
    • For Booking and Servicing: - Demonstrates understanding of the inner workings of commercial/consumer loans (i.e. interest calculations, loan participations, general ledgers) in order to be able to set up and maintain accounts
      
    • Knowledge of compliance/regulations related to collateral and loan servicing
      
    • High degree of accuracy and attention to detail
      
    • High level of computer proficiency and strong working knowledge of Microsoft Office products and similar applications; knowledge of the Jack Henry core system helpful
      
    • Excellent customer service, communication, and problem-solving skills
      
    • Ability to work independently under pressure to meet deadlines; ability to organize and prioritize tasks
      

Keywords: The National Bank of Indianapolis, Indianapolis , Loan Operations Assistant, Other , Indianapolis, Indiana