Customer Service Specialist I

Loan Account Specialist

The purpose of this job is to respond appropriately, timely, and accurately to the needs of Trustmark's external and internal customers by answering questions and / or resolving problems involving loan accounts.

Responsibilities

• Assist external and internal customers with accounts, which includes resolving loan account issues by submitting appropriate maintenance documentation for input to loan system; verifying, quoting, accepting and faxing pay offs; and processing overpayment for customers.
• Process and balance loan transactions and payments.
• Analyze, conduct research of bank records, and proactively resolve less complicated loan account requests / issues received directly or by referral from Customer Contact Center.
• Monitor and correct matured loans and credit line reports as well as reviewing credit line problem statements as alerted by system prior to statement mailing.
• Distribute route work.
• Perform additional duties as assigned.

Qualifications

Physical Requirements / Working Conditions : Must be able to sit for long periods of time and use computer keyboard and / or mouse, while viewing computer screens.

Note : This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.