Loan Support Specialist I - TEMPORARY

JOB SUMMARY

The Loan Support Specialist I provides foundational operational and administrative support for loan servicing and documentation. This role is responsible for executing standardized processes with accuracy, maintaining loan records, and delivering quality customer service while ensuring compliance with established procedures.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Loan Operations & Processing

• Create, organize, and maintain loan files (physical and digital) in accordance with established procedures
• Audit loan documentation for completeness and accuracy based on checklists
• Post and update customer and loan information in core systems
• Process receipt of first payments and maintain supporting documentation

Documentation & Records Management

• Prepare loan packages for digital imaging and ensure proper indexing
• Maintain tracking logs for loan files, imaging, and document custody
• File and retrieve loan records in accordance with retention guidelines

Customer Service & Support

• Respond to basic customer and internal inquiries related to loan accounts
• Assist customers with forms, appointment scheduling, and general servicing needs
• Support lobby flow and coordinate with loan staff for customer assistance

Compliance & Quality Control

• Execute assigned exception reports and escalate discrepancies
• Process Adverse Action Notices (AAN) in accordance with procedures
• Support audit requests by retrieving and organizing required documentation

General Support

• Assist with coverage during staffing shortages as assigned
• Participate in special projects under supervision

SUPERVISORY RESPONSIBILITIES

• None

QUALIFICATIONS

Education & Experience

• High school diploma required
• 1–2 years of experience in financial services, lending, or administrative operations preferred

Knowledge, Skills, and Abilities

• Working knowledge of office systems and data entry
• Basic proficiency in Microsoft Office (Excel, Word, Outlook)
• Strong attention to detail and organizational skills
• Ability to follow procedures and meet deadlines

REQUIRED COMPETENCIES

• Attention to Detail
• Customer Focus
• Accountability
• Communication (Foundational)
• Adaptability
• Integrity

PHYSICAL DEMANDS 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear.  The employee frequently is required to stand and walk.  The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl.  The employee must frequently lift and/or move up to 10 pounds without assistance and occasionally lift and/or move more than 30 pounds with assistance.  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

WORK ENVIRONMENT 

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

While performing the duties of this job, the employee is occasionally exposed noise level in the work environment that is usually moderate.

EQUAL EMPLOYMENT OPPORTUNITY

PFC Investments and its subsidiaries are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, religious creed, gender expression, transgender, pregnancy, marital status, national origin, citizenship status, age, disability, protected veteran status, genetics or any other characteristic protected by applicable federal and local law. 

PFC is committed to providing access and reasonable accommodation in employment opportunities for individuals with disabilities.  If you require a reasonable accommodation, please contact the Human Resources office at 300-7746 or email your reasonable accommodation request to [email protected].