Consumer Portfolio Specialist

Bank OZK • Alpharetta, GA • 2h ago

Why Bank OZK

Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We're investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers.

The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits (https://careers.ozk.com/benefits) .

Job Purpose & Scope

Supports all Central Fulfillment Lending Groups with all aspects of client servicing.

Essential Job Functions

Accepts in-bound calls from call-center or customers directly regarding various questions on the servicing of their mortgage.

Works with customers to update insurance policies through Escrow Dept Requests.

Works to explain late-charges or requests approval to waive fee per policy.

Uses the Bank's origination system to develop and maintain production reporting.

Maintains a daily record of transactions in process, closing calendar development, funded closing report.

Communicates with members of Central Loan Processing, Title Companies, and Consumer Finance Group staff regarding status of loan missing documentation needed from the Loan Booking Dept. post-closing.

Reconciles monthly reports to lenders' monthly application/funding results.

Provides a high level of customer support to ensure the Bank is meeting the customers' needs and to maximize the customer/Bank relationship.

Provides administrative support to Manager.

Maintains good punctuality and attendance to work.

Follows Bank policy, procedures, and guidelines.

Knowledge, Skills & Abilities

Ability to communicate effective both verbally and in writing.

Ability to demonstrate initiative to accomplish work objectives.

Ability to work effectively and demonstrate flexibilityin a continually changing environment.

Ability to demonstrate effective organization, critical thinking, analytical and problem-solving skills.

Ability to manage multiple tasks with exacting deadlines in a fast-paced environment.

Ability to work without close supervision.

Ability to maintain attention to detail.

Ability to work effectively in a team environment.

Ability to work extended hours.

Skill in using computer and Microsoft Office, including Outlook, Word, Excel, and PowerPoint.

Basic Qualifications

High school diploma or equivalent required

Minimum of one (1) year of work experience with Microsoft Outlook, Word and Excel software

Minimum of one (1) year administrative/clerical experience

NMLS, or successful completion of NMLS process within 30 days of hire, required.

Job Expectations

Operate customary equipment and technology used in a business environment, with or without accommodation.

Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.

LI-FO1

EEO Statement

Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

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