Loan Operations Specialist
Education: High School Diploma and General Equivalency Diploma
Experience Desired: A preferred minimum of five years’ experience in loan operations and customer service.
Requirement: Must pass a background and credit check.
Pay Range: Moderate Level
Immediate Supervisor: Assistant Vice President Loan Operations, Debra Lopez at [email protected]
Employment Status: Full time in person; Monday – Friday; 8:15am – 5:00pm
Summary Objective of the Job:
The Loan Operations Specialist will be responsible for performing a variety of duties related to loan processing and servicing of commercial and retail loans. They will work closely internally and with external customers to provide a high level of customer service that follow Bank and regulatory guidelines.
Prepare loan documentation for commercial and consumer loans using LaserPro software.
Review legal documentation.
Book renewal and new loans using Fiserv system.
Process loan requests and order all due diligence (credit, flood, ucc, ofac, goodstanding, etc)
Order appraisal bids and process engagement letter.
Review daily file maintenance.
Review new loan booking on the core system.
Prepare release deeds for paid off real estate loans and mail paid/cancelled loan documents to appropriate party.
Process loan payments, loan advances and loan payoffs using the Fiserv system.
Daily follow-up on delinquent insurance policies.
Scan loan documentations and miscellaneous paperwork.
Prepare and file Adverse Action notices as directed by Loan Officers.
Maintain commercial, consumer and Home Equity loan files and ensure file completion.
Handle customer inquiries and requests by phone and in person.
Comply with all Company policies and procedures.
Perform various other duties as assigned.
Knowledge/Skills/Abilities
- Knowledge of bank and lending regulations.
- Ability to work independently.
- Good verbal and written communication skills.
- Ability to work with all levels of staff.
- Ability to multi-task, prioritize and work efficiently.
- Sound judgement and decision-making abilities.
- Proficient with LaserPro, Fiserv Navigator, Microsoft Excel and Word.
Job Type: Full-time
Pay: From $20.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
