Job Description:

Our Company’s culture supports customers in achieving their financial goals and dreams.  The Loan Operations Specialist position is a back office position with minimal customer contact.  This position will perform a variety of clerical duties related to the booking and documentation of loans, such as scanning, filing and reviewing loan input and documentation of required loan documents.  This position requires a person that is detail oriented.  You’ll be able to help contribute to this by:

Job Duties:

• Work with new loans from the previous day and review for proper documentation and other relevant data.


• Input all automated payments.


• Utilize exception tracking software to document loans and input expiration dates on time sensitive documents such as financial statements and insurance policies.


• Input all new escrow accounts and set up entity accounts for future disbursals.


• Process all escrow disbursals and annual escrow statements


• Input to online tax service site all new real estate loans.


• Balance paid and renewed Credit Life policies and prepares images to be submitted monthly to credit life vendors.


• Review real estate insurance policy exceptions and force place insurance through online website as needed.


• Performs UCC searches and prepares all state filing UCC’s.


• Reconcile and balance multiple general ledger accounts related to the lending junction.


• Prepare, review and mail adjustable rate notices.


• Perform other tasks, which may be assigned by the department manager.


• Complying with privacy policies and procedures to maintain customer confidentiality and information protection.


• Complying with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.


• Completing and passing all required regulatory compliance training as assigned.


• Perform any additional duties and tasks assigned by management.

Qualifications & Skills:

• Strong organizational skills, ability to work as part of a team.


• Self-motivated with a strong work ethic.


• Proficient in Microsoft Office including Outlook, Excel and Word.

Education, Experience & Licenses:

• High School diploma or equivalent.


• College degree preferred


• Minimum 6 months previous banking or general accounting experience.

Experience

Required

• Less than 1 year(s): Minimum 6 months previous banking or general accounting experience

Education

Required

• High School or better

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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