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Customer Service Specialist

Hancock Whitney

Posted 12/23/25

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701 Poydras Street, New Orleans, LA 70139

Full-Time
Experienced
Accounting / Banking / Finance
In Person

Job Description

JOB FUNCTION / SUMMARY: Responsible for all states; supports lenders and branches to handle customer’s needs (loan system boarding and loan system maintenance) and questions on loan accounts serviced on the loan system and accurately codes and reviews loan policies and regulations necessary to process and upload loans to the loan servicing system.

ESSENTIAL DUTIES & RESPONSIBILITIES:

  • Boards new/renewed loan transactions to the ALS and CL Systems.
  • Servicing transactions for all states.
  • Reviews and codes loans to be loaded into the loan system requiring knowledge of loan policy and regulations to enter correctly.
  • Contacts preparers of source documents to resolve questions, inconsistencies or missing data.
  • Enters alphabetic, numeric, or symbolic data from source documents into system following format displayed on screen and enters necessary codes.
  • Compares data entered with source documents on screen to detect errors.
  • Works and clears loan system unposted transactions on a daily basis.
  • Works and clears loan clearing general ledger entries.
  • Makes necessary corrections to information entered.
  • Researches and processes customer loan payments daily.
  • Processes loan maintenance daily based on loan policy and procedures.
  • Performs all other duties/special projects as assigned.
  • Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.

SUPERVISORY RESPONSIBILITIES: None


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