Zions Bancorporation is one of the nation’s premier financial services companies, seeking a Loan Specialist to ensure the accuracy and completeness of loan applications. The role involves preparing loan packages for underwriting, maintaining documentation, and addressing client inquiries.
Responsibilities
- Ensure loan/card applications and supporting documentation are accurate and that the package is complete for loan/card application requests
- Prepare loan/card packages for underwriting
- Enter applications into the Loan/Card Origination System and follows up with appropriate personnel for missing information on incomplete packages
- Maintain files, documents, notes, etc
- Review and verify completeness of files with all necessary documents and signatures required
- Research and resolve lending inquiries and issues
- Answer questions and follow up with clients
- Other duties as assigned
Skills
- Requires High School diploma or equivalent and some previous banking or loan processing, documentation, loan assistant experience or other directly related experience
- A combination of education and experience may job requirements
- Basic knowledge of lending processes, loan principles, documentation, and loan systems. Knowledge of banking process and procedures helpful
- Must have good organizational and customer service skills
- Must be accurate, detail oriented and have ability to multi-task with strong communication skills, both written and verbal
- Ability to complete processes and meet deadlines
- Working knowledge computer program i.e. word processing, spreadsheets, or related software
Benefits
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
- Employee Ambassador preferred banking products
Company Overview
Zions Bancorporation is a financial services company involved in SBA lending, public finance advisory services, and agricultural finance. It was founded in 1873, and is headquartered in Salt Lake City, Utah, USA, with a workforce of 10001+ employees. Its website is http://zionsbancorporation.com.