Loan Operations Specialist
3 weeks ago
Are you looking for an opportunity to join an established organization where you can utilize your excellent customer service skills and grow professionally? If you enjoy complex work that requires great attention to detail as well as providing a high level of customer service, apply today This is not a remote position, selected candidate is required to work onsite in La Crosse WI.
Position Summary
The Loan Operations Specialist coordinates the closings for commercial, residential, and consumer loans which includes but is not limited to preparing documentation, reviewing loan files before and after closings, ensuring all documentation is completed accurately and timely, while providing a high level of quality service. The work is complex and confidential; consequently, attention to detail and accuracy is essential. The Loan Operations Specialist works in a team environment and requires a high degree of interaction with fellow associates. Excellent customer service skills, the ability to work under pressure and prioritize multiple job tasks and meet deadlines is necessary.
Understands and completes job responsibilities in accordance with federal and state compliance regulations.
Essential Job Functions
- Provides a variety of services pertaining to commercial, residential, and consumer loans according to our Culture of CARE. This includes working with lending staff to determine their needs and providing proper loan documentation of all loan types and extensions by reviewing loan requests and loan files to complete documentation.
- Requests and reviews pay-off statements, proof of homeowner’s/flood insurance, and other documents as necessary. Completes closing verifications of employment as well as investor-required documentation.
- Prepares loan closing packages, including closing instructions for the settlement agent and internal closing checklist.
- Reviews appraisals/evaluations and documents for accuracy and compliance per program requirements including pre closing QC.
- Uploads commercial, residential and consumer loans to core system, disburse funds, organizes loan files, and enters 1099 information for IRS reporting when applicable.
- Processes commercial, residential and consumer non originated adverse action files. Maintains non-originated loan files per regulation.
- Basic customer servicing functions. Responds to customer inquiries regarding residential and consumer applications and loans in process.
Additional Duties and Responsibilities
- Assists with training new associates in Loan Operations.
- Assists in the documentation, standardization, and measurement of key business processes to promote a total quality management environment and to allow for the continual improvement and efficiency of key departmental processes.
- Manages the ticklers and delegates/communicates with individuals as needed to complete or advance the tickler.
- Other job-related duties may be necessary to carry out the responsibilities of this position.
- Updates knowledge and develops professionally on a continuing basis. Participates in internal and external training and development opportunities as required.
Software/Technology
Operates personal computer in a Windows environment for word processing, spreadsheets, e-mail, internet/intranet, and other bank specific software. Utilizes a variety of office equipment including computer printer, calculator, copier/scanner/fax, and multi-line telephone.
Education and Experience
Associate or bachelor’s degree or coursework in accounting or finance preferred. One year loan operations and/or banking experience, and previous customer service-related experience preferred.
Other Skills and Abilities
- Strong working knowledge of MS Office products; ability to effectively utilize State Bank Financial operating systems.
- Ability to maintain the integrity of highly confidential customer and Bank information.
- Ability to deal effectively with time pressures and stress that can change hourly depending on level of customer activity.
- Requires high level of attention to detail and ability to proofread for errors and/or omissions.
Competencies
- Respect & Community according to our Culture of CARE:
- Establishes and maintains respectful and cooperative working relationships.
- Demonstrates respect for individuals in all forms of communication.
- Supports team and bank goals and objectives.
- Demonstrates respect for a positive, diverse work environment and bank community.
- Handles interpersonal conflicts constructively.
- Dependability: Meets deadlines, works independently, accountable, maintains focus, punctual, good attendance record.
- Organizational Skills: Information organized and accessible, maintains efficient workspace, manages time well.
- Adaptability: Adapts to change, open to new ideas and responsibilities.
Culture of CARE
Communication: Shares information, expresses ideas so they are understood, listens actively to information presented by others, keeps all parties informed
Associate Experience: Associate regularly treats co-associates with Respect and Integrity, is a Champion of excellence in their work, and has an attitude of Humility (RICH).
Recognition & Development: Seeks new challenges and increased responsibility, seeks and participates in learning and development opportunities, recognizes co-associates for their contributions.
External Customer Experience: We gain insights into our customer needs by identifying opportunities; build and/or deliver solutions that meet or exceed customer expectations; establish and maintain customer relationship.
Working Conditions
Work is performed largely in an office environment, during normal business hours. Deadline pressure is an integral part of the job. Regular mental and visual concentration for computer usage and reading/assimilating complex and technical compliance information is required. Position will alternate between walking, sitting, standing, stooping, bending, and occasional lifting up to 15 pounds of office supplies and/or documents throughout work shift.
Employees with disabilities must meet qualification standards that are job-related and consistent with business necessity and must be able to perform the “essential functions” of the position, with or without reasonable accommodation.
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