Loan Account Specialist

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The Position

Job Title

Loan Account Specialist

Job Description


This position is responsible for ensuring effective Loan Servicing functions in accordance with First United policies and standards.


Uploads loan transactions accurately and timely to the core loan accounting system in accordance with approved request, policies and procedures.

Ensures accurate and timely file maintenance and/or adjustments of loan data in core loan accounting system.

Ensures accurate and timely application of payments received.

Ensures participated loan accounts balance with participating financial institutions. Sends and receives payment advice, confirms transactional information and follow up correspondence with participating financial institution.

Processes daily and monthly reports generated from CORE loan accounting system and other reports as designated.

Assists internal customers with routine loan inquiries.


  • Maintains a professional work/copy room environment
  • Assists other departments as needed.
  • Handles internal customer complaints and communicates issues to supervisor as needed.
  • Recommends to supervisor possible methods to improve department efficiency.
  • Completes all required compliance exams on a yearly basis.
  • Adherence to all First United Policies and Procedures.
  • Dresses professionally.
  • Other duties as assigned by supervisor.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Work Experience

  • High school diploma or GED required
  • Minimum one year working experience in the loan area of a banking institution.
  • Six months to one year of hands-on experience with boarding loans or performing maintenance in a CORE loan accounting system.
  • Good understanding of financial institution products and services preferred.

Technical/Functional Competencies

  • Strong understanding of loans and loan products preferred.
  • Excellent use of Microsoft Word and Excel preferred.
  • Good understanding of computer spreadsheet and word processing programs.
  • Ability to initiate tasks and projects with little or no supervision.
  • Exceptional customer service skills.
  • Good problem-solving and decision making skills.
  • Demonstrates good judgment.
  • Strong organizational skills.
  • Strong interpersonal skills and ability to work well with a wide range of people.
  • Ability to communicate well with internal customers by all means of communication including written, verbal, and non-verbal communication.
  • Willingness to accept additional responsibilities.
  • Dependable and adheres to time lines and schedules.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations:


If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us atfor assistance.

First United Bank is an Equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

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