Credit Inquiry Specialist

Beacon Hill Staffing Group - Oklahoma City, OK

Full-time

Oklahoma City, OK

Administrative and Support Services

About the position

The Loan Operations Specialist is responsible for ensuring accurate and timely processing of loan transactions, including account research, loan maintenance, and escrow processing. This role requires strong communication skills and a commitment to exceptional customer service, as well as the ability to enhance process efficiency and quality in the client experience.

Responsibilities

• Perform accurate and timely loan transactions, including account research, loan maintenance, escrow processing, DDA deposits using the APA system, and wire transfers.
• Respond to loan and deposit balance verification requests from internal and external parties, including processing Standard CPA Audit Confirmations, credit investigations, estate inquiries, and governmental balance inquiries.
• Adhere to established industry standards for the exchange of commercial credit information.
• Balance general ledger entries to minimize account outages and collaborate with the Accounting department to resolve discrepancies promptly.
• Conduct thorough reviews of various reports to identify and alleviate potential customer impact issues, ensuring system integrity.
• Research requests diligently, reaching logical conclusions and executing necessary remedial actions.
• Communicate research results and resolutions effectively and in a timely manner to all requesters.
• Proactively seek opportunities to enhance process efficiency, quality, and the overall client experience; communicate innovative ideas for real change.
• Provide exceptional customer service to both internal and external customers, adhering to our Key Values and Key Difference concepts.
• Identify and communicate major and minor issues to appropriate management.
• Assist team members with their daily workload to ensure timely completion of assignments and achievement of team goals.
• Actively pursue personal development to better support the team and advance future career opportunities.

Requirements

• High school diploma; some college coursework preferred.
• Strong accounting background with 1+ years of relevant experience in bank loan and deposit products.
• Ability to establish and maintain effective working relationships with team members and stakeholders.

Nice-to-haves

• Bachelor's degree or equivalent experience.
• Proficiency in systems: Hogan, ALS, CLS, Loan IQ, Lotus Notes, Document Direct, and KeyView Deluxe.
• Working knowledge of loan accounting and related systems.