Customer Service Support Specialist

Percentage Job Functions 25% Customer Service Answers the phones and assists walk in customers by assessing and interpreting customer needs. Responds to customer request and /or identifies staff member who should respond to customer request. Accepts, identifies and processes loan payments and provides receipts to customers Provide various other services which may include loan and funds held advances, payoff documentation, ordering drafts and notary services 30% Loan Coordination Follows up on missing or incomplete documentation (i.

e. earnings information / financial information etc.) Determines need for collateral releases in compliance with paid in full loan procedures Completes lien searches Maintains electronic files Completes loan verifications for third parties Completes Loan to Note Verification 25% Account Maintenance Applies standard processes, policies and procedures to determine actions on various account maintenance activities, which may include: Posting receipts and disbursements daily Monitoring daily, monthly and year end reports to identify and resolve discrepancies Processing incoming and outgoing electronic transfers Making initial customer contact on early delinquent payments Correcting customer account payment or disbursement entries Monitoring monthly UCC Continuations 20% Office Duties Contacts service providers for office equipment maintenance and document shredding Orders office supplies Schedules and sets up for meetings and events for internal and external groups Authorizes invoices for office expenses Handles internal and external mail n/a Other duties as assigned to meet the needs of the organization.

• Essential Functions for this position consist of all items listed under any category that make up 5% or more of the job duties. This job description is subject to change without notice.