Requisition Number: 2021-002
Job Title: Customer Support Specialist
City: Middlebury
State: VT

Customer Support Specialist

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Description/Job Summary

The Customer Support Specialist maintains customer accounts, monitors loan documentation and provides front-line customer service in a branch office.


Customer Account Maintenance
  • Accepts, identifies and processes loan payments, ensuring payments are applied to the correct accounts
  • Provides payment receipts to customers
  • Notifies loan officers of requests for loan advances and processes loan advances by ETF or cutting a physical check
  • Adjusts payment schedules as needed to ensure amortization within approved period
  • Posts receipts and disbursements daily
  • Processes incoming and outgoing electronic transfers
  • Corrects customer account payment or disbursement entries
Loan Documentation
  • Reviews customer data for accuracy and completeness
  • Verifies compliance with Association policies and procedures by reviewing loan documentation post-closing
  • Books credit actions
Customer Service
  • Answers phones and assists walk-in customers by assessing and interpreting customer needs
  • Responds to customers’ request and/or identifies staff member who should respond
Branch Administrative Support
  • Monitors hazard insurance documentation and UCC renewals/filings to ensure procedural requirements are met
  • Routes incoming postal mail and prepares outgoing postal mail
  • Inventories and orders office supplies
  • Coordinates staff meetings, lunches and other special events
  • Compiles information in response to audit requests
Account Reconciliation
  • Reconciles branch general ledger accounts on a monthly basis
  • Makes correcting entries as needed to resolve discrepancies
  • Applies payments and advances on sold loans as directed by the customer or Loan Officer
  • Compares loan payments to the pro-rata percentage and ensures appropriate application of payments

Required Qualifications

Associate’s degree in business, accounting or a related field, or an equivalent combination of education and experience to perform the essential functions of the job.
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We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law.

If you need a reasonable accommodation for any part of the employment process, please contact us by email at and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address.

For more information, view the EEO is the Law Poster and Pay Transparency Statement.