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Loan Operations Specialist

2 months ago


New York, United States Bodcaw Bank Full time

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.