Loan Operations Specialist IV

3 weeks ago


tulsa, United States Blue Sky Bank Full time

Summary: A Loan Operations Specialist IV assists the Managing Director of Loan Operations, Loan Operations Lead, ensuring compliance with the Bank’s loan policy and all regulatory requirements.


Primary Responsibilities:

  • Performs daily scanning into designated loan doc imaging software under correct document type to ensure all loan documents are being retained for permanent record.
  • Performs daily Reviews of all New & Renewed loan agreements to add all required covenants and ongoing ticklers for collateral tracking perfection and ongoing customer financial reporting into designated software held in banks portfolio.
  • Manages weekly/monthly exception reports to produce accurate information to lenders and lending support staff.
  • Daily Satisfies ticklers as financial and collateral documentation are received. Each document is reviewed for accuracy to make sure all required information is included to satisfy the tickler and or exception.
  • Periodically verifies documents are being uploaded to designated imaging system properly, and all ticklers are being added/satisfied. Initiate any required changes and updates.
  • Performs the responsibilities of a Loan Operations Specialist III, II and I as required and necessary.
  • Performs clerical duties including answering phones, assisting customers with questions and balance inquiries, or transferring to appropriate department/employee.
  • Files both physical and electronic loan documents as well as verifying that they have been filed correctly and clearly within the e-filing system.
  • Assists operations staff with daily responsibilities involving mailing notices, posting transactions, and facilitating officer or processor requests.
  • Monitors and reconciles general ledger accounts, internal loan accounts, floor plans, and holding accounts. Resolving discrepancies as necessary and tracking reconciliation reports.
  • Reviews daily reports for transactional or system errors and provides management with reports necessary for compliance.
  • Perform operational duties including mailing paid outs, filing mortgages and UCCs, tracking property and flood insurance, processing participation payments, and facilitating officer or processor requests.
  • Processes of mortgage escrow transactions and servicing of loan escrow accounts. Issues payments for insurance and taxes. Performs annual reviews.
  • Cross Train in other functions in department to be able to assist when others are out of office.
  • Performs other responsibilities as requested and assigned by management.


Qualifications:

  • Education: Bachelor's degree or equivalent experience (in finance, accounting, or other business-related fields preferred).
  • Experience: 3+ years of loan servicing and loan data entry experience (2+ years of commercial and/or commercial real estate loan servicing and loan data entry experience preferred); 5+ years of banking experience required.
  • Accuracy and Attention to Detail.
  • Strong time management skills to meet all deadlines.
  • Communication Proficiency.
  • Problem Solving/Analysis.
  • Adaptability.
  • Excellent customer service skills.



  • tulsa, United States Blue Sky Bank Full time

    Summary: A Loan Operations Specialist IV assists the Managing Director of Loan Operations, Loan Operations Lead, ensuring compliance with the Bank’s loan policy and all regulatory requirements.Primary Responsibilities:Performs daily scanning into designated loan doc imaging software under correct document type to ensure all loan documents are being...


  • Tulsa, United States Blue Sky Bank Full time

    Summary: A Loan Operations Specialist IV assists the Managing Director of Loan Operations, Loan Operations Lead, ensuring compliance with the Bank’s loan policy and all regulatory requirements.Primary Responsibilities:Performs daily scanning into designated loan doc imaging software under correct document type to ensure all loan documents are being...


  • Tulsa, United States Blue Sky Bank Full time

    Summary: A Loan Operations Specialist IV assists the Managing Director of Loan Operations, Loan Operations Lead, ensuring compliance with the Bank’s loan policy and all regulatory requirements.Primary Responsibilities:Performs daily scanning into designated loan doc imaging software under correct document type to ensure all loan documents are being...


  • Tulsa, OK, United States Blue Sky Bank Full time

    Summary: A Loan Operations Specialist IV assists the Managing Director of Loan Operations, Loan Operations Lead, ensuring compliance with the Bank’s loan policy and all regulatory requirements.Primary Responsibilities:Performs daily scanning into designated loan doc imaging software under correct document type to ensure all loan documents are being...


  • Tulsa, United States BOK Financial Full time

    Req ID: 75546 Location: Tulsa -TUL Areas of Interest: Commercial Banking, Energy; Commercial Banking; Commercial Banking, Health Care; Commercial Banking, Heavy Equipment; Lending Pay Transparency Salary Range: Not Available Application Deadline: 10/13/2024BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK...

  • Loan Specialist

    7 days ago


    Tulsa, United States Regional Management Corp Full time

    Are you ready to take your career to the next level? Regional strives to positively impact the financial lives of our customers.For over 35 years, our Team Members have been passionate about supporting customers through their financial challenges in life. They take pleasure in finding solutions and lending a helping hand, both to our customers and our...


  • Tulsa, United States OneMain Financial Full time

    At OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. In the Role Deliver results related to individual and...


  • Tulsa, Oklahoma, United States OneMain Financial Full time

    At OneMain Financial, we're committed to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a vital role in empowering customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses.Key Responsibilities:Deliver results related to...


  • Tulsa, Oklahoma, United States Oklahoma Human Services Full time

    Job Summary:This is a supervisory position in the Child Support Enforcement program. The Child Support Specialist IV - Senior will supervise lower-level CSS staff, mentor CSS III, and provide case consultation, advising, and training of child support casework and interpretation of laws, regulations, policies, and procedures.Responsibilities: Supervise...


  • Tulsa, United States Blue Sky Bank Full time

    Join Blue Sky Bank's dedicated team as a Commercial Loan Processor in Tulsa, Oklahoma!About Blue Sky Bank: For over a century, Blue Sky Bank has stood as a beacon of excellence in the banking industry. Our unwavering commitment to fostering a culture where employees thrive has been pivotal in our continuous growth and success. We believe in creating an...


  • Tulsa, Oklahoma, United States Hillcrest Healthcare System Full time

    Diagnostic Imaging SpecialistAt Hillcrest Healthcare System, we are seeking a skilled Diagnostic Imaging Specialist to join our team. As a Diagnostic Imaging Specialist, you will be responsible for operating the CT scanner safely and proficiently, obtaining high-quality imaging and positioning, and coordinating patient prepping and scanning to maximize...


  • Tulsa, Oklahoma, United States BOK Financial Full time

    Credit Risk Management RoleIn this critical position at BOK Financial, you will play a pivotal role in managing the bank's credit risk, ensuring the quality of our loan portfolio, and upholding strict compliance with policies and regulations. Your expertise will be instrumental in maintaining strong asset quality, minimizing credit losses, and supporting the...


  • Tulsa, United States Community HigherEd Full time

    Job DetailsJob Location Oklahoma Technical College - Tulsa, OK Description Oklahoma Technical College is seeking a Financial Aid Specialist! If you have experience in Finance, Accounting, Banking, or related experience, this could be the start of a rewarding new career. The Financial Aid Specialist is responsible for packaging Financial Aid for prospective...


  • Tulsa, Oklahoma, United States Trinity Employment Specialist Full time

    Interim Human Resources Director Job SummaryTrinity Employment Specialist is seeking an experienced Interim Human Resources Director to assist with the overall operations of the Human Resources Department. This role will actively participate with the HR Director and other hospital leaders in designing and providing human resources needs and services.Key...


  • Tulsa, OK, United States Army National Guard Full time

    Job Description Looking for a job in aviation? Join the Army National Guard as an Aviation Operations Specialist and watch your skills and abilities soar! In this role, you will help operate one of the largest fleets of aircraft in the world by keeping accurate and detailed flight information records for both flight and ground crews. Through training and...


  • Tulsa, Oklahoma, United States Biolife Plasma Services Full time

    About the Role:We are seeking a highly skilled Paramedic to join our team as a Medical Support Specialist at our Plasma Center in Tulsa, OK. As a Medical Support Specialist, you will play a critical role in ensuring the safety and well-being of our donors, while also contributing to the success of our plasma collection operations.Key...


  • Tulsa, United States Strategic Business Consulting Services Full time

    About the job Network Operation Technical Specialist , permanent Position: Network Operation Technical Specialist Company Overview: Strategic Business Consulting Services is a leading provider of innovative business solutions and consulting services. We specialize in helping businesses achieve their goals through strategic planning, process improvement, and...


  • Tulsa, Oklahoma, United States Tulsa Community College Full time

    Job SummaryTulsa Community College seeks a highly skilled Financial Aid Operations Manager to oversee the processing, packaging, and reconciliation of aid. The ideal candidate will have experience managing fiscal operations for Title IV and State programs, ensuring compliance with regulations. This role requires strong leadership and management skills, with...


  • Tulsa, Oklahoma, United States Southern Glazer's Wine & Spirits Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Warehouse Operations Specialist to join our team at Southern Glazer's Wine & Spirits. As a key member of our warehouse operations team, you will be responsible for ensuring the efficient and accurate processing of shipments, supply orders, and inventory management.Key ResponsibilitiesAssist in...


  • Tulsa, Oklahoma, United States Southern Glazer's Wine and Spirits Full time

    Warehouse Operations SpecialistJoin Southern Glazer's Wine and Spirits, a leading wine and spirits distributor, as a Warehouse Operations Specialist. In this role, you will be responsible for completing shipments by processing requests and supply orders, pulling materials, packing boxes, and placing orders in the delivery area. You will also drive a truck or...