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UMB

Regional bank offering diversified financial services

Loan Account Specialist 2

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeKansas City, MO, USAHybrid

About the Job

Requirements

  • High school diploma or equivalent.
  • Two years of commercial and/or consumer loan experience.
  • Knowledge of consumer and/or commercial loans.
  • Strong knowledge of Microsoft Office products.

Responsibilities

  • Process consumer and commercial loan payments, payoffs, draws, funding, and charge-offs.
  • Initiate wires.
  • Park uploads of general ledger tickets.
  • Monitor, review, and reconcile departmental general ledger accounts and reports.
  • Perform second-day review of maintenance transactions and resolve errors.
  • Monitor departmental mailboxes, answer customer inquiries, and resolve routine problems.
  • Help create instructions and establish guidelines for performing job functions.
  • Calculate loan items and changes, such as interest and payments.
  • Adapt procedures, processes, tools, equipment, and techniques to meet more complex requirements of the position.

About the Company

UMB

Regional bank offering diversified financial services

UMB Financial provides banking and financial services to individuals, businesses, and institutions, including wealth management and treasury services. Its products run through customer accounts, loans, cash management, and trust and investment services, delivered via branches, advisors, and online tools to help people manage money and grow assets. The company stands out through a long local history, a strong emphasis on customer service, and community involvement, with growth beyond a single region. Its goal is to be a trusted, dependable financial partner that helps clients manage finances and pursue long-term growth.

Company size
5,001-10,000
Company stage
IPO
Headquarters
Kansas City, MO
Founded
1913

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