Five Star Bank Benefits Overview

Processes and keys commercial, municipal, and internal loan payment receivables using lockbox software. Prepares remittance materials and correspondence, distributes daily client information, generates and reviews monthly reports, and escalates discrepancies. Requires accurate data entry, strong attention to detail, confidentiality, communication skills, intermediate Microsoft Office proficiency, and the ability to learn banking software. No supervisory responsibilities.

Originates residential mortgage loans by developing referral relationships, generating new business, interviewing applicants, recommending suitable mortgage products, collecting documentation, and monitoring applications through closing. Maintains compliance with mortgage regulations and SAFE Act requirements, uses Salesforce for referrals and communication, collaborates with bank partners on cross-selling, and promotes the bank through community and professional networking. Occasional travel, evening, and weekend work may be required.

Processes deposit account changes, transactions, closures, reconciliations, research, and adjustments with accuracy and timeliness. Supports retail banking staff and customer contact center inquiries, manages high request volumes, monitors account activity, and follows banking policies and regulatory requirements. Assists with deposit operations, departmental projects, and workflow improvements while maintaining strong customer service and attention to detail.