United Bankers' Bank is the nation’s first bankers’ bank, dedicated to the success of its customers and employees. They are seeking a reliable and detail-focused Loan Coordinator to help keep the loan process running smoothly by organizing information, reviewing loans for accuracy, and ensuring everything balances correctly.
Responsibilities
- Performs data entry of daily payments/advances and DDA tickets necessary for loan transactions
- Makes appropriate General Ledger tickets as needed for transactions
- Reviews transactions to maintain daily balancing
- Performs loan maintenance transactions on Jack Henry
- Verifies that the financial information existing between UBB and customers is true and accurate
- Furnishes financial information to customers who have sold/purchased loans to/from UBB
- Researches any existing discrepancies that may exist between UBB and customers, determines the source of the problem, and performs the necessary tasks to resolve the situation
- Prepares and maintains secure spreadsheets for participation loans to calculate percentages and amounts given/charged to each bank
- Completes Audit requests
- Provides written verification to banks/auditors
- Follows up on any discrepancies
- Receives daily loan reports and distributes them to lenders
- Receives and processes payment checks and prepares the daily loan deposit
- Assists with filing in the department
- Monitors Late Fees assessed on Loans by the system
- Works with lenders to waive when necessary
Skills
- Associate's degree in Accounting or related field or high school diploma plus equivalent work experience
- 1 – 3 years banking experience
- Strong knowledge of Microsoft Office products with emphasis on Word and Excel
- 10-key proficiency
- Ability to use discretion and exercise good judgment
- Excellent customer service skills
- Able to communicate in a clear, concise and pleasant manner
- Organizational skills and ability to prioritize multiple tasks
- Loan operations/accounting experience preferred
- Experience with Jack Henry or other loan system interface preferred
Benefits
- Medical, Dental, and Vision
- HSA with a generous company contribution
- Medical and Dependent Care Flexible Spending Accounts
- 401(k) plan with a 3% company contribution, plus up to an additional 1% match -Roth option available
- 12 Paid holidays
Company Overview
- First for Your Success Starts with UBB - the Nation's First Bankers' Bank When the founders of UBB gathered together in 1975, they faced a serious threat. It was founded in 1975, and is headquartered in Bloomington, Minnesota, USA, with a workforce of 51-200 employees. Its website is https://www.ubb.com.