Commercial Loan Clerk, Sr. jobs in Jamestown, NY

Commercial Loan Clerk, Sr. processes loan payments and applies funds to customer accounts. Calculates and processes payoffs, and releases titles and insurance interest. Being a Commercial Loan Clerk, Sr. calculates and prepares refunds for customers that submit overpayments. Responds to customer inquiries and requests for net payoff quotes. Additionally, Commercial Loan Clerk, Sr. may require an associate degree or equivalent. Typically reports to a supervisor or manager. The Commercial Loan Clerk, Sr. works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be a Commercial Loan Clerk, Sr. typically requires 3-5 years of related experience. (Copyright 2024 Salary.com)

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Customer Service Specialist
  • Lake Shore Savings And Loan Association
  • Dunkirk, NY FULL_TIME
  • Summary of Job Description:

    Under general supervision, and in conformance with established Bank policies and procedures, is responsible for providing quality customer service in completing transactions for Bank customers and providing information concerning Bank products and services. Listens to customer needs and refers appropriate solutions. Balances each day’s transactions and verifies cash totals.

    Primary Duties & Responsibilities:

    • Proactively seeks internal customer service specialist training to ensure appropriate levels of job and product knowledge.
    • Must represent the Bank in a positive and professional manner at all times.
    • Provides flexibility in scheduling to assist staff in ensuring appropriate coverage to meet customer needs.
    • Welcomes customers by engaging them in a friendly, upbeat interaction upon entering the branch. Engages customers in conversation while processing their banking transactions. Uses customer name.
    • Utilizes face-to-face opportunity to refer products and services that the bank offers to the customer.
    • Participates in branch sponsored sales events, including customer appreciation days, special promotions and prospecting activities, where appropriate.
    • Works with Head Customer Service Specialist in developing strategic plans for meeting branch goals for loan, deposit and services growth through Customer Service Specialist referrals.
    • Answers questions and troubleshoots for customers concerning products and services provided by the Bank. Ensures that follow up contact occurs within 24 hours either with final answer or update on progress.
    • Completes Onboarding activities for new customers when assigned by management.
    • Proactively reviews product manual and maintains up-to-date knowledge of all products and services offered by the bank.
    • Works with Branch Management to ensure that all daily activities are completed
    • Completes mandatory annual compliance training in a timely manner
    • May be required to work beyond scheduled hours to satisfy required balancing procedures or provide our customers with necessary customer service.
    • Is responsible for maintaining a proper supply of cash in compliance with guidelines, to ensure that customer service transactions may be handled efficiently.
    • Ensures that all daily activities are completed in accordance with the requirements of all internal controls as established by Bank policy.
    • Assists Regional Branch Sales Manager when required in maintaining inside and outside appearance of the branch to highest levels of cleanliness and order.
    • Maintains a professional image at all times while representing the Bank, in practicing proper personal hygiene, dress attire and appropriate business conduct.
    • Any other duties that may be assigned.


    Skills and Abilities Required:

    • Familiarity with computers and comfortable with Word and Excel.
    • Required to maintain a high degree of confidentiality in all customer (internal and external) matters.
    • Must present excellent interpersonal and communication skills
    • Is required to maintain a current knowledge of Lake Shore Savings’ products and services in order to provide outstanding customer service to Lake Shore Savings’ customers.
    • Previous customer service and cash handling experience

    Mandatory Requirements:

    • Must maintain knowledge of all procedures to ensure compliance with Bank Secrecy Act regulations and all other regulatory, security and Bank policies and procedures.
    • Must maintain a positive work atmosphere by behaving and communicating in a manner so that a positive working relationship with customers, coworkers and managers exist.
    • Must interact professionally with other employees, board members, customers and external vendors.
    • Must act in accordance with the Lake Shore Savings Bank Code of Conduct Policy.

  • 5 Days Ago

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Maintenance Person
  • DUCHARME, THOMAS P SR &THOMAS P JR
  • Warren, PA FULL_TIME
  • We are seeking first shift maintenance personnel to fulfill responsibilities listed. Training will be provided on site. Experience is helpful, but not necessary. The Maintenance Person assists managem...
  • 24 Days Ago

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Prep Person
  • DUCHARME, THOMAS P SR &THOMAS P JR
  • Warren, PA FULL_TIME
  • Prep shift begins at 6 a.m., with hours varying based on business pattern. (20 hours during winter months, 30 Memorial Day to Labor Day) Responsibilities include, but are not limited to: Prepping sala...
  • 24 Days Ago

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Maintenance Person
  • DUCHARME, THOMAS P SR &THOMAS P JR
  • Titusville, PA FULL_TIME
  • We are seeking first shift maintenance personnel to fulfill responsibilities listed. Training will be provided on site. Experience is helpful, but not necessary. The Maintenance Person assists managem...
  • 2 Days Ago

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Overnight Crew member
  • DUCHARME, THOMAS P SR &THOMAS P JR
  • Titusville, PA FULL_TIME
  • Overnight crew are responsible for providing friendly customer service and Gold Standard products to our overnight guests. In addition to providing exceptional, friendly service to our guests, respons...
  • 3 Days Ago

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Loan Discounter
  • Community Bank System, Inc.
  • Olean, NY FULL_TIME
  • Work Happy is in line with our Bank Happy philosophy. At CBSI, we are committed to providing the highest level of employee support, whether through our benefits, our professional development or our ch...
  • 21 Days Ago

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0 Commercial Loan Clerk, Sr. jobs found in Jamestown, NY area

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Commercial Credit Review Officer (Remote)
  • Northwest
  • Warren, PA
  • Job Summary The Loan Review Officer is responsible for performing a variety of loan review activities which aid in the e...
  • 3/27/2024 12:00:00 AM

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Outside Sales Representative
  • SPECTRUM
  • Jamestown, NY
  • JOB SUMMARY Connect people and communities by offering best-in-class telecommunication services through door-to-door sol...
  • 3/24/2024 12:00:00 AM

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Sales Representative
  • SPECTRUM
  • Jamestown, NY
  • JOB SUMMARY Connect people and communities by offering best-in-class telecommunication services through door-to-door sol...
  • 3/24/2024 12:00:00 AM

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Residential Sales Representative
  • SPECTRUM
  • Jamestown, NY
  • JOB SUMMARY Connect people and communities by offering best-in-class telecommunication services through door-to-door sol...
  • 3/24/2024 12:00:00 AM

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Entry Level Sales
  • SPECTRUM
  • Jamestown, NY
  • JOB SUMMARY Connect people and communities by offering best-in-class telecommunication services through door-to-door sol...
  • 3/24/2024 12:00:00 AM

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Mobile Sales
  • SPECTRUM
  • Jamestown, NY
  • JOB SUMMARY Connect people and communities by offering best-in-class telecommunication services through door-to-door sol...
  • 3/24/2024 12:00:00 AM

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Territory Sales
  • SPECTRUM
  • Jamestown, NY
  • JOB SUMMARY Connect people and communities by offering best-in-class telecommunication services through door-to-door sol...
  • 3/24/2024 12:00:00 AM

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Field Sales
  • SPECTRUM
  • Jamestown, NY
  • JOB SUMMARY Connect people and communities by offering best-in-class telecommunication services through door-to-door sol...
  • 3/24/2024 12:00:00 AM

Jamestown is a city in southern Chautauqua County, New York, United States. The population was 31,146 at the 2010 census and was estimated at 29,591 in 2017. Situated between Lake Erie to the northwest and the Allegheny National Forest to the south, Jamestown is the largest population center in the county. Nearby Chautauqua Lake is a freshwater resource used by fishermen, boaters and naturalists. Notable people from Jamestown include comedian Lucille Ball, U.S. Supreme Court justice and Nuremberg chief prosecutor Robert H. Jackson, naturalist Roger Tory Peterson, singer Natalie Merchant, and N...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Commercial Loan Clerk, Sr. jobs
$45,389 to $60,838
Jamestown, New York area prices
were up 1.5% from a year ago

Commercial Loan Clerk, Sr. in Lubbock, TX
To become a commercial loan processor, you do not necessarily need a college degree.
December 18, 2019
Commercial Loan Clerk, Sr. in Jacksonville, FL
Besides clerical issues, clerks are also responsible for auditing, preparing documents and printing out forms.
December 13, 2019
Commercial Loan Clerk, Sr. in Daytona Beach, FL
Full competency of business loan policies and procedures, as well as working knowledge of laws that govern the Small Business Administration (SBA), Uniformed Standards of Professional Appraisal Practice (USPAP), and the Uniformed Commercial Code (UCC) will definitely benefit the potential candidate in landing the position.
January 31, 2020