Under the general supervision of the Assistant Manager of the Loan Servicing Department, performs a variety of general and specialized functions to service and maintain the Bank’s loans in a courteous, professional and ethical manner to provide efficient, accurate service to customers by following the Bank’s policies, procedures and guidelines. Successfully completes initial and ongoing training programs including on-line courses, to maintain a comprehensive understanding of pertinent topics as the Bank deems necessary from time to time.

Primary Responsibilities Include:

1. Performs any functions necessary, within scope of authority and expertise, to provide the

highest possible level of customer service and to increase the productivity and profitability of

the Bank and its Passive Investment Company (PIC) subsidiary, TMB Mortgage Company.

2. Maintains high ethical standards while performing duties in accordance with the Bank’s

internal policies and procedures and within prescribed legal, regulatory and compliance

guidelines.

3. Establishes and maintains consumer loan accounts. Reviews post-closing documentation for

accuracy and compliance. Enters new loans on computer system, processes general ledger

entries, and sets-up manual loan files. Records mortgage deed on land records, as required.

Tracks missing loan documentation.

4. Reviews commercial loan payment postings, enters non-posted payments and disbursements

on computer, and balances appropriate general ledger accounts.

5. Maintains variable rate indexes and adjusts rates on collateral loans as needed.

6. Maintains the sale of mortgages to the secondary market on computer system, prepares

general ledger entries, and marks individual mortgage files accordingly. Remits payments to

participation banks and secondary mortgage companies. Maintains and reconciles department

ledger and reconciles general ledger cash book to computer reports.

7. Establishes, reconciles and maintains records for automated loan payments via EFT.

8. Responds to customer inquiries in a courteous and professional manner, promptly performing

research and problem resolution as needed.