Loan Operations Specialist
1 month ago
Position Summary
Applicant ensures accurate and timely operations of the bank's loan process to include but not limited to: booking loans on loan system, imaging loan documents, verifying documentation, following up on documentation files (credit/collateral), maintaining document tracking exceptions, completing and reviewing daily reports and balancing, performing loan research and resolve problems, and processing paid off loans.
Duties
- Book new loans, renewals, modifications, letters of credit, and guidance lines of credit.
- Book new SBA loans.
- Scan loan files.
- Post-closing loan review.
- Edit loans booked to loan platform for accuracy.
- Process paid off loans.
- Participation loan processing - both purchased and sold.
- Clear loan unposted transactions.
- Loan account research.
- Balance loan general ledger clearing accounts.
- Execute recording/release of applicable documents.
- Document exception tracking/reporting.
- Complete all required online training including but not limited to BSA training.
- Perform other work related duties as assigned.
Qualifications
- High school diploma or equivalent required.
- Bachelor's Degree from accredited school of higher education preferred.
Physical Requirements
- Repeated movements.
- Use your hands to control, or feel objects, tools, or controls.
- Stand and/or sit for long periods of time.
- Ability to lift/move/carry items up to 30 pounds.
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