Loan Operations Associate

2 months ago

San Francisco, United States Bank of the Orient Full time
Job DescriptionJob Description

Loan Operations Associate

Bank of the Orient is an independent Asian Community Bank that has proudly served the financial needs of multiple Bay Area communities for over 52 years. We are well known for our commitment to providing the highest level of personal service to our customers; we take a personal interest in our communities' unique banking needs, we are dedicated to providing integrity in banking and financial services, we provide high quality dependable service by being accessible and reliable. We are committed to excellence in everything we do.

We are currently seeking an enthusiastic individual for our Loan Operations team. The Ideal candidate who under general supervision and within established policies and procedures performs a wide variety of duties pertaining to the servicing and operations of loans including processing payoffs; release of liens; booking new loans and renewals; posting payments and loan disbursements; completion of credit ratings; tracking, obtaining and auditing hazard insurance and taxes; maintenance of loan/customer information; security of Bank retained collateral; tracking of financial statements; UCC filings, and other time-sensitive processes/documents; as needed, produces correspondence; responds to customer inquiries; and prepares reports.

 

ESSENTIAL DUTIES

1. Demonstrates quality customer service principles with internal and external customers ensuring customer relationships are maintained at the highest possible level.

2. Tracks insurance policies on a timely basis and obtains appropriate policies; upon receipt of policy, audits all appropriate system updates and files appropriately.

3. Tracks loan commitments and corresponding balances, and reconciles transactions against the general ledger.

4. Responds to customer inquiries by researching, analyzing, and resolving issues in a timely manner.

5. Reviews all appropriate loan reports and provides all necessary audit trails and information on the appropriate report, daily.

6. Tracks property taxes (if applicable) and obtains the appropriate evidence of payment. Upon receipt of evidence, responsible for verification, system updates, and filing.

7. Properly stores loan documentation, including credit and legal files, notes, and any other loan documentation or correspondence, adhering to retention schedules for both the department and the warehousing of documents and records.

8. Maintains and updates customer information in both the physical loan files and supporting data systems.

9. Tracks UCC filings, financial statements, collateral reviews, and any other time-sensitive processes/documents and communicates due dates to account officers in a timely manner.

10. Prior to scheduling funding/closing, ensure loans conform to LSC Process Risk Assessment and the Credit Memorandum.

11. Create and maintain hard and electronic loan files. Ensure complete and accurate files are maintained for presentation in internal and external audits.

12. Ongoing tracking and monitoring of post-closing tickler items.

 

MINIMUM QUALIFICATIONS

1. Requires minimum 2 years college level courses.

2. Minimum 1 year experience in loan operations in a financial services industry.

3. Requires loan servicing experience with commercial and consumer real estate loans.

4. Requires computer experience with programs such as MS Word, Excel, Laser Pro etc.

5. Knowledge of commercial and consumer real estate finance, laws, compliance, general accounting, and data systems.

6. Ability to collect and analyze financial information.

7. Ability to manage multiple tasks, strong follow through, and consistently meet deadlines.

8. Proficiency with MS Office including Word and Excel.

9. Excellent verbal and written communication skills.

10. Well-developed customer relations skills.

Language: Cantonese or Mandarin prefer

Email resume to: Career@bankorient.com

Visit our website at: www.bankorient.com for additional information.

Candidate will be subject to investigation through credit checks, reference checks, background checks and fingerprinting checks performed at the time permissible under relevant law.

Bank of the Orient is proud to be an Affirmative Action, Equal Opportunity Employer

  • Loan Operations Specialist

    24 hours ago

    San Francisco, California, United States Madison-Davis, LLC Full time

    Job Summary:Madison-Davis, LLC is seeking a highly skilled Loan Administrator to join our team. As a Loan Administrator, you will play a critical role in the loan origination process, ensuring that all necessary documentation is assembled and that the loan is prepared for funding.Key Responsibilities:Loan Origination: Assemble all necessary documentation for...

  • Loan Operations Manager

    4 days ago

    San Francisco, California, United States Bank of the Orient Full time

    Assistant Manager Loan OperationsAt Bank of the Orient, we are committed to delivering exceptional financial services to our diverse community. Our Loan Operations Department plays a vital role in ensuring the smooth functioning of our lending activities.We are seeking a highly skilled and experienced professional to join our team as an Assistant Manager...

  • Loan Operations Specialist

    1 week ago

    San Francisco, California, United States Bank of the Orient Full time

    Job OverviewLoan Operations SpecialistAbout Bank of the Orient:Bank of the Orient has proudly served the Bay Area communities for over 52 years as an independent Asian Community Bank. Our dedication to personalized service and integrity in banking sets us apart, and we aim for excellence in every facet of our operations.We are seeking a motivated individual...

  • Loan Operations Manager

    4 days ago

    San Francisco, California, United States Bank of the Orient Full time

    Assistant Manager Loan OperationsAt Bank of the Orient, we are dedicated to providing exceptional financial services to our diverse community. Our commitment to excellence and personalized service sets us apart from other institutions.We are seeking a highly skilled and experienced professional to oversee our Loan Operations Department. The ideal candidate...

  • Loan Collections Coordinator

    1 week ago

    San Antonio, Texas, United States Sun Loan Company Full time

    The Debt Recovery Specialist plays a crucial role in assisting customers of Sun Loan Company and branch locations from a centralized remote support center.Support is delivered by reaching out to overdue accounts to address delinquency issues and by fulfilling additional responsibilities as required, which may include providing assistance to agents in various...

  • Loan Operations Assistant Manager

    1 week ago

    San Francisco, California, United States Bank of the Orient Full time

    Position OverviewWe are seeking a dedicated and proactive individual for the role of Loan Operations Assistant Manager at Bank of the Orient. This position plays a crucial role in overseeing the loan servicing department, ensuring that all operations run smoothly and efficiently.About UsBank of the Orient is a respected Asian Community Bank with over 52...

  • Assistant Manager Loan Operations

    2 months ago

    San Francisco, United States Bank of the Orient Full time

    Job DescriptionJob DescriptionAssistant Manager Loan OperationsBank of the Orient is an independent Asian Community Bank that has proudly served the financial needs of multiple Bay Area communities for over 52 years. We are well known for our commitment to providing the highest level of personal service to our customers; we take a personal interest in our...

  • Loan Officer Associate

    4 weeks ago

    San Ramon, United States Lennar Homes Full time

    It's fun to work in a company where people truly BELIEVE in what they are doing!We're committed to bringing passion and customer focus to the business.We are Lennar Mortgage Lennar Mortgage is centered around personal growth, innovation, and diversity. We are looking for a new team member who shares our passion and dedication to bringing homeownership to...

  • Loan Officer Associate

    3 weeks ago

    San Antonio, United States Lennar Homes Full time

    It's fun to work in a company where people truly BELIEVE in what they are doing!We're committed to bringing passion and customer focus to the business.We are Lennar Lennar Mortgage is centered around personal growth, innovation, and diversity. We are looking for a new team member who shares our passion and dedication to bringing homeownership to life.At...

  • Loan Officer Associate

    3 weeks ago

    San Ramon, United States Lennar Homes Full time

    It's fun to work in a company where people truly BELIEVE in what they are doing!We're committed to bringing passion and customer focus to the business.We are Lennar Mortgage Lennar Mortgage is centered around personal growth, innovation, and diversity. We are looking for a new team member who shares our passion and dedication to bringing homeownership to...

  • Loan Officer Associate

    2 months ago

    San Ramon, United States Lennar Homes Full time

    It's fun to work in a company where people truly BELIEVE in what they are doing! We're committed to bringing passion and customer focus to the business. We are Lennar Mortgage Lennar Mortgage is centered around personal growth, innovation, and diversity. We are looking for a new team member who shares our passion and dedication to bringing homeownership to...

  • Loan Officer Associate

    2 months ago

    San Ramon, United States Lennar Homes Full time

    It's fun to work in a company where people truly BELIEVE in what they are doing!We're committed to bringing passion and customer focus to the business.We are Lennar Mortgage Lennar Mortgage is centered around personal growth, innovation, and diversity. We are looking for a new team member who shares our passion and dedication to bringing homeownership to...

  • Loan Officer Associate

    2 months ago

    San Ramon, United States Lennar Homes Full time

    It's fun to work in a company where people truly BELIEVE in what they are doing! We're committed to bringing passion and customer focus to the business. We are Lennar Mortgage  Lennar Mortgage is centered around personal growth, innovation, and diversity. We are looking for a new team member who shares our passion and dedication to bringing homeownership to...

  • Loan Officer Associate

    3 weeks ago

    San Ramon, United States Lennar Homes Full time

    Its fun to work in a company where people truly BELIEVE in what they are doing! Were committed to bringing passion and customer focus to the business. We are Lennar Mortgage Lennar Mortgage is centered around personal growth, innovation, and diversity. We are looking for a new team member who shares our passion and dedication to bringing homeownership to...

  • Mortgage Loan Associate

    1 week ago

    San Antonio, Texas, United States Lennar Homes Full time

    Join Our Team at Lennar MortgageAt Lennar Mortgage, we believe in the power of homeownership and are dedicated to making it a reality for our clients. Our team is passionate about delivering exceptional service and fostering an environment of growth and innovation.Your Role as a Loan Officer AssociateThe Loan Officer Associate position is crafted to support...

  • Loan Officer Associate

    4 weeks ago

    San Diego, United States Lennar Mortgage Full time

    It's fun to work in a company where people truly BELIEVE in what they are doing!We're committed to bringing passion and customer focus to the business.Lennar Mortgage is centered around personal growth, innovation, and diversity. We are looking for a new team member who shares our passion and dedication to bringing homeownership to life.At Lennar Mortgage,...

  • Mortgage Loan Associate

    1 week ago

    San Diego, California, United States Lennar Homes Full time

    About Us:At Lennar Mortgage, we take pride in our commitment to excellence and customer satisfaction. Our mission revolves around fostering personal development, innovation, and inclusivity within our workforce.Position Overview:The Mortgage Loan Associate role is tailored to support branch Loan Officers (LOs) while preparing the associate for advancement...

  • Construction Site Manager

    5 days ago

    San Francisco, California, United States Associate Capital Full time

    About the RoleWe are seeking a highly skilled Construction Site Manager to join our team at Associate Capital. As a key member of our project team, you will be responsible for coordinating site logistics for multiple contractors on a 29-acre master planned development.Key ResponsibilitiesSite Management and OrganizationManage overall logistics for all...

  • Loan Operations Specialist

    1 week ago

    San Antonio, United States Yoakum National Bank Full time

    We are seeking a Loan Operations Specialist for one of our 3 locations: Yoakum, Odessa or San Antonio Job Function: This position is responsible for effectively and accurately managing the exception tracking, working loan operational reports, processing paid off loans for the bank, loan booking, and booking QC as well as achieving individual production...

  • Loan Origination Assistant

    1 day ago

    San Francisco, California, United States Madison-Davis, LLC Full time

    Job Summary:Madison-Davis, LLC is seeking a highly skilled Loan Administrator to join our team. As a Loan Administrator, you will play a critical role in the loan origination process, ensuring that all necessary documentation is assembled and that the loan is prepared for funding.Key Responsibilities:Loan Origination: Assemble all necessary documentation for...