Associate Transactions & Processing

Job Summary

Responsibilities

• · Support internal and external customers with inquiries and complaints regarding loan servicing needs
• · Monitor loan system and resolve customer issues, and process complex transactions online
• · Perform moderately complex administrative, transactional, operational and customer support tasks
• · Act as primary loan servicing contact that involve construction monitoring and disbursements
• · Monitor collateral and preparing payoff letters, releasing collateral
• · Audit loan systems of record for new loan setups, modifications and data input, and customer research and billing
• · Receive direction from supervisors, and escalate non-routine customer concerns to experienced individuals
• · Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• · Interact with internal customers
• · Receive direction from leaders
• · Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications

• Master’s degree in finance and accounting.
• 2+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• Strong verbal and written communication skills are crucial for engaging with candidates and hiring managers.
• Demonstrated capacity to achieve results in a fast-paced, high-volume, and dynamic setting.
• Organizational and administrative skills that reflect attention to detail and the ability to prioritize amidst competing demands.
• Strong work ethic and a sense of urgency.
• Skilled in managing sensitive information while upholding privacy.
• Handling workload and special projects efficiently.
• Ability to work both independently and within a team environment.
• Intermediate excel skills are required for this role.
• Trimont is an equal opportunity employer, and we’re proud to support and celebrate diversity in the workplace. If you have a disability and need an accommodation or assistance with the application process and/or using our website, please contact us. We are proud to maintain a drug-free policy, ensuring that our community is a secure and productive space for all our team members.