Accounting, Banking Services, Communication Skills, Community Banking, Community Development, Develop and Maintain Customers, Finance, Genetics, High School Diploma, Interpersonal Skills, Leadership, Lift/Move 25 Pounds, Loan Funding, Loan Operations, Loans, Manual Dexterity, Microsoft Office, Physical Demands, Presentation/Verbal Skills, State Laws and Regulations, Team Player, Time Management, Writing Skills
Title
Loan Specialist I
EOE Statement United Bank is an Affirmative Action and Equal Opportunity employer. We consider all qualified applicants without regard to race, color, religious beliefs, sex (including pregnancy), sexual orientation, gender, gender identity, marital status, age, physical or mental disability, genetic information, status as a protected or disabled veteran, national origin, or any other protected characteristic as required by applicable federal, state or local law. About the Organization United Bank is a growing $1.4 billion community bank operating 24 locations in Southwest Alabama and Northwest Florida that is proud to be a certified Community Development Financial Institution. We offer competitive salary and an exceptional benefit package including BCBS medical, dental, vision, 401k with company match up to 5 1/2%, profit sharing, annual bonus opportunity, and more! Category Clerical Description
To be considered for this position, please complete the online employment application for this position (Apply Now) AND complete the workplace assessment here: https://assessment.predictiveindex.com/bo/6Y0D/UnitedBankApplication_Mar2026_17353
JOB FUNCTION / SUMMARY:
The Loan Specialist I is responsible for loading and funding loans, completing various loan reports, managing both external and internal auto fund transfers, maintaining loan accounts by performing loan maintenance and loan verification, and effectively communicating with lenders through email and telephone.
PRIMARY DUTIES & RESPONSIBILITIES:
- Perform all duties regarding loading and funding of loans
- Loading internal/external auto funds transfer
- Perform loan maintenance
- Perform loan verification
- Creation/completion of various loan reports
- Communicating with Lenders via email/phone in a timely manner
- Any other duties as assigned by Management.
Position Requirements
MINIMUM REQUIRED EDUCATION, EXPERIENCE & SKILLS:
- 1+ years of clerical and/or banking experience
- Exceptional computer and technology skills including Microsoft Office with a heavy concentration in Excel
- Exceptional written and verbal communications skills
- High School Diploma or equivalent
PREFERRED EDUCATION, EXPERIENCE & SKILLS:
- Bachelor's or Associate's degree with a concentration in Business, Accounting, or Finance
- Prior loan operations experience
ESSENTIAL KNOWLEDGE, MENTAL & PHYSICAL REQUIREMENTS:
- Excellent communication skills.
- Ability to manage time and competing priorities in a fast-paced environment.
- Strong interpersonal skills with the ability to interact with all levels of an organization.
- Collaborative professional skills that lead to a collegial and partnered approach to meeting objectives.
- High motivation with ability to successfully meet individual and team goals while maintaining individual performance over the long term.
- Adaptability and flexibility.
- The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to speak or hear, stand, or sit for long periods of time, open filing cabinets, walk, stoop or bend, use hands to handle or feel and reach with hands and arms. The employee must frequently lift and/or move up to ten pounds, occasionally lift and/or move up to 25 pounds and complete tasks requiring manual dexterity.
WORK ENVIRONMENT:
This job operates in a professional office environment.
Full-Time/Part-Time Full-Time Minimum Education High School Diploma or equivalent Position Loan Specialist I Exempt/Non-Exempt Non-Exempt Req Number CLE-26-00019 Location Atmore
This position is currently accepting applications.
Apply Now