Credit Operations Specialist

Found in: Appcast Linkedin GBL C2 - 2 weeks ago

Turbeville, United States The Citizens Bank Full time

Data entry for commercial, residential and consumer loans. Works closely with Officers and Processors to workout payment and booking issues to ensure accurate booking and billing. Apply loan payments to loans. Process and book direct loans. This position requires a significant amount of analytical thinking regarding each detail of a loan. It is expected that a proactive approach is taken for any questionable items in order to prevent multiple corrections, issues later in the loan.


ESSENTIAL DUTIES:

  • Assist the Loan Officer in tracking and verification of new account loan documents
  • Verifies that each new loan account requiring special attachments or documents is complete
  • Upload new loan from branches into database
  • Reviews and verifies accuracy of new and replacement loans documents and accuracy of data in system
  • Scan and index all loan documents
  • Monitor loans for compliance issues
  • Track insurance and other collateral documents
  • Inputs loan bookings for residential, commercial and consumer loans
  • Verifies for input accuracy
  • Orders, reviews, and mails payment notices and coupon books
  • Processes loan payments
  • Distributes loan reports
  • Completes loan tickets for in-house disbursements and balance loan transactions
  • Investigates loan payment histories
  • Monitors and files telephone transfer sheets from Loan Officers.