BankPlus Benefits Overview

Packages and processes government-guaranteed loan applications, including SBA and USDA programs. Reviews documentation, ensures regulatory and program compliance, coordinates with lenders, internal departments, vendors, and government agencies, and supports loan approvals. Maintains relationships, prepares reports, analyzes application trends, communicates status updates, and contributes to lending goals while adhering to banking regulations and internal policies.

Handles mortgage accounting for loan acquisition, processing, closing, purchasing, and servicing. Duties include reconciling general ledgers and bank accounts, processing investor purchase advices, loan disbursements, wires, checks, and borrower payment letters, investigating discrepancies, supporting audits, maintaining electronic mortgage records, and assisting mortgage operations. Requires accounting knowledge, regulatory compliance awareness, strong organization, communication, and proficiency across Microsoft Office and other software platforms.

Leads the Customer Experience Center, overseeing customer service operations, workforce management, staffing, performance metrics, employee development, escalations, compliance, payroll reporting, and contact center technology. Serves as the business owner for Genesys and telephony platforms, drives process improvements, manages vendors and internal partners, and ensures operational continuity and exceptional customer experiences.