Job Description
A client of Insight Global is looking to bring a Loan Specialist on to the team. This person will be responsible for:
Process transactional maintenance on lines of credit, including payments, payoffs, reversals, and account closings.
Ensure internal accounts are cleared within required time frames and meet strict SLAs and regulatory requirements.
Work out of MSP to complete loan maintenance tasks and manage task queue.
Use internal tools for research and processing:
ESS for borrower and account information.
EDR for document retrieval and imaging requests.
LMR to work internal requests and update notations.
CheckVision to access check and ticket images.
Utilize Microsoft Teams, Outlook, and Excel for communication, scheduling, and data tracking.
Track and reconcile work accurately, documenting daily production in SharePoint.
Complete end-of-day balancing and month-end clearance of all items before leaving.
Apply basic math skills to validate transaction accuracy.
Investigate discrepancies by asking critical questions such as “What happened?” and “Why did it happen?” to resolve issues.
Escalate unresolved issues to team leads or managers promptly.
Collaborate with team members on group responsibilities while working independently on assigned tasks.
Maintain a high level of attention to detail to ensure customer impact is minimized.
Handle limited customer communication via email, primarily using prewritten responses for authorizations.
Participate in weekly team meetings and complete phased training with shadowing and mentoring.
Estimated pay 20-23/hr
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
Experience with loan maintenance such as lines of credit, payoffs, account closes
Experience with CheckVision
Strong excel and data entry skills
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.