Convenience Banking Loan Center Support Specialist
Company Name:
Bank of the West
## Description
What sets Bank of the West apart from other banks is our team members-they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values--straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity - an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines - Retail Banking, Commercial Banking, National Finance, and Wealth Management.
Purpose Statement
Responsible for supporting and reporting the sales/production efforts of the department and for meeting or exceeding sales and service objectives and goals. Secondary responsibility includes monitoring/reporting of CBT adherence to compliance and regulatory requirements.
Hours: M - F 10AM - 7PM; overtime required during high volumes; flexibility preferred
Essential Job Functions
1. Provides administrative support for the department by handling mail and fax routing, schedule writing, attendance tracking, writing meeting agendas and recording meeting minutes, and maintaining department organization.
2. Monitors all consumer loan applications and ensures disclosures are issues within 3 days of application
3. Monitors external Web Applications and assigns appropriate MLO information
4. Reviews and verifies all referral/incentive for phone specialists on a quarterly basis.
5. Coordinates the phone and paper application survey process for the team.
6. Monitors and assigns Lease End Management applications to ensure loans are closed in a timely manner.
7. Tracks and Reports on a variety of duties: FRLO''s (Takedowns), Maturing Loans, Great Plains Retention.
8. Performs other duties as assigned.
## Qualifications
Job Specifications
Education
Required Education or Equivalent Experience
Associate''s degree required
Required Experience
2 or more years of experience in financial services/banking industry
3 or more years of experience in administrative support
Administrative/Technical Skills/ Other Information
Very good knowledge of call center environment, sales support and customer service
Very good knowledge of bank operational policies and procedures
Very good knowledge of banking and sales techniques preferred
Very good knowledge of MS Office software, including Word, Excel, Access and Outlook preferred
Detail oriented
Proficient and accurate in data-entry
Excellent Time Management
Good written communications
Level Supervised
None
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Primary Location: United States-Nebraska-Omaha
Job: Consumer
Job Posting: Jul 17, 2014, 9:43:26 AM
Req ID: 006988Estimated Salary: $20 to $28 per hour based on qualifications.
Bank of the West
## Description
What sets Bank of the West apart from other banks is our team members-they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values--straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity - an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines - Retail Banking, Commercial Banking, National Finance, and Wealth Management.
Purpose Statement
Responsible for supporting and reporting the sales/production efforts of the department and for meeting or exceeding sales and service objectives and goals. Secondary responsibility includes monitoring/reporting of CBT adherence to compliance and regulatory requirements.
Hours: M - F 10AM - 7PM; overtime required during high volumes; flexibility preferred
Essential Job Functions
1. Provides administrative support for the department by handling mail and fax routing, schedule writing, attendance tracking, writing meeting agendas and recording meeting minutes, and maintaining department organization.
2. Monitors all consumer loan applications and ensures disclosures are issues within 3 days of application
3. Monitors external Web Applications and assigns appropriate MLO information
4. Reviews and verifies all referral/incentive for phone specialists on a quarterly basis.
5. Coordinates the phone and paper application survey process for the team.
6. Monitors and assigns Lease End Management applications to ensure loans are closed in a timely manner.
7. Tracks and Reports on a variety of duties: FRLO''s (Takedowns), Maturing Loans, Great Plains Retention.
8. Performs other duties as assigned.
## Qualifications
Job Specifications
Education
Required Education or Equivalent Experience
Associate''s degree required
Required Experience
2 or more years of experience in financial services/banking industry
3 or more years of experience in administrative support
Administrative/Technical Skills/ Other Information
Very good knowledge of call center environment, sales support and customer service
Very good knowledge of bank operational policies and procedures
Very good knowledge of banking and sales techniques preferred
Very good knowledge of MS Office software, including Word, Excel, Access and Outlook preferred
Detail oriented
Proficient and accurate in data-entry
Excellent Time Management
Good written communications
Level Supervised
None
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Primary Location: United States-Nebraska-Omaha
Job: Consumer
Job Posting: Jul 17, 2014, 9:43:26 AM
Req ID: 006988Estimated Salary: $20 to $28 per hour based on qualifications.
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