The Credit Specialist position will report directly to the Credit Operations Manager. The primary responsibilities of this position include the processing and document preparation for new loans, balancing loan accounts and tracking exception items, assist in development of automated systems for increased efficiency and decreased duplication in loan processing and monitoring.
This position will serve as a liaison between the lender and the customer when questions arise regarding the status of an impending loan. Other duties covered by this position include completing loan closing documents and assisting customers with loan questions, payments and payoffs.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
High School diploma or equivalent, four-year degree preferred, with additional education and experience in financial or business services.
Two to three years of credit or loan operations experience with an understanding of loan documentation.
Excellent oral and written communication skills needed. Must be able to make accurate mathematical calculations and carry out detailed written, oral directions and procedures and be able to properly handle confidential materials and information.
This job requires skills needed in a typical office environment. This includes Microsoft Word and Excel skills, as well as utilization of office equipment, accurate typing of at least 50 w.p.m. and 10-key calculator skills.
Must have ability to function well under pressure.
About South Story Bank & Trust
South Story Bank & Trust is a financially strong" Community Bank With Community Values" located in the corridor between Ames and Ankeny.