Consumer Portfolio Specialist

Bank OZK · Alpharetta, GA

Pay not listed

Full-time · Mid level · Posted 12 days ago

✓ Verified live 9 hours ago · Direct from Bank OZK's career site

Job description

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.


Job Purpose & Scope

SupportsallCentralFulfillmentLendingGroupswithallaspectsofclientservicing.


Essential Job Functions

  1. Acceptsin-boundcallsfromcall-centerorcustomersdirectlyregardingvariousquestionsonthe servicing of their mortgage.
  2. Workswith customersto updateinsurance policiesthroughEscrowDeptRequests.
  3. Workstoexplainlate-chargesorrequestsapprovaltowaivefeeperpolicy.
  4. UsestheBank’soriginationsystemtodevelopandmaintainproductionreporting.
  5. Maintains a daily recordoftransactions inprocess, closing calendar development, funded closing report.
  6. Communicates with members of Central Loan Processing, Title Companies, and ConsumerFinanceGroupstaffregardingstatusofloanmissingdocumentationneeded from the Loan Booking Dept. post-closing.
  7. Reconcilesmonthlyreportstolenders’monthlyapplication/fundingresults.
  8. Provides a high level of customer support to ensure the Bank is meeting the customers’ needs and to maximize the customer/Bank relationship.
  9. ProvidesadministrativesupporttoManager.
  10. Maintainsgoodpunctualityandattendancetowork.
  11. FollowsBankpolicy,procedures,andguidelines.

Knowledge, Skills & Abilities

  1. Abilitytocommunicateeffective both verbally andinwriting.

  2. Abilitytodemonstrate initiativetoaccomplishworkobjectives.

  3. Ability toworkeffectivelyanddemonstrateflexibilityina continually changingenvironment.

  4. Abilitytodemonstrateeffectiveorganization,criticalthinking,analyticalandproblem-solving skills.

  5. Abilitytomanagemultipletaskswithexactingdeadlinesinafast-pacedenvironment.

  6. Abilitytoworkwithoutclosesupervision.

  7. Abilitytomaintainattentiontodetail.

  8. Abilitytoworkeffectivelyinateamenvironment.

  9. Abilitytoworkextendedhours.

  10. SkillinusingcomputerandMicrosoftOffice,includingOutlook,Word,Excel,andPowerPoint.


Basic Qualifications

  1. High school diploma or equivalent required
  2. Minimum of one (1) year of work experience with Microsoft Outlook, Word and Excel software
  3. Minimum of one (1) year administrative/clerical experience
  4. 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.

Notes: 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.

This position is not eligible for employer-sponsored work authorization or immigration assistance. Applicants must be able to maintain authorization to work in the United States without current or future sponsorship by Bank OZK.


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.

  1. Abilitytocommunicateeffective both verbally andinwriting.

  2. Abilitytodemonstrate initiativetoaccomplishworkobjectives.

  3. Ability toworkeffectivelyanddemonstrateflexibilityina continually changingenvironment.

  4. Abilitytodemonstrateeffectiveorganization,criticalthinking,analyticalandproblem-solving skills.

  5. Abilitytomanagemultipletaskswithexactingdeadlinesinafast-pacedenvironment.

  6. Abilitytoworkwithoutclosesupervision.

  7. Abilitytomaintainattentiontodetail.

  8. Abilitytoworkeffectivelyinateamenvironment.

  9. Abilitytoworkextendedhours.

  10. SkillinusingcomputerandMicrosoftOffice,includingOutlook,Word,Excel,andPowerPoint.

  1. High school diploma or equivalent required
  2. Minimum of one (1) year of work experience with Microsoft Outlook, Word and Excel software
  3. Minimum of one (1) year administrative/clerical experience
  4. NMLS, or successful completion of NMLS process within 30 days of hire, required.

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