Loan Operations Clerk

2 weeks ago


Bellevue, United States First National Bank Full time

Job Type

Full-time

Description

Reports to: Chief Process and Innovation Officer

Job Summary: A Loan Operations Clerk/Processor supports the Commercial, Residential, Consumer and Credit Card teams in processing loan documentation while also servicing existing loans and credit cards.

Primary Responsibilities:

•Accurate Preparation of Loan Documents

o Hands-on processing of a loan from application through closing.

o Help scheduling of closings.

o Input on the core processing system.

o Follow-up on closing documentation and archiving of documents in bank's storage systems.

•Maintenance and review of data on core processing system

•Balancing and report review, including required Government Reporting

•Insurance Tracking - payment/follow-up (telephone and/or letter)/documentation

•Property Tax Tracking - payment/follow-up (telephone and/or letter)

•Accurate file maintenance - at inception and on-going

•Telephone contact with customers, lending officers and other staff members.

•Adhere to all applicable Compliance regulations.

•Help maintain applicable procedures.

•Controlled tidiness of personal workspace and department in general.

•Any other duties/responsibilities as assigned from time to time.

•Occasional limited Saturday hours coverage is required.

•May be required to become a Notary.

Requirements

Skills or Qualifications: Must be a self-motivated and focused team player. It is important to possess excellent verbal and written communication skills along with the ability to work well with various lending officers and external loan services vendors. Strong Attention to Detail, organization skills, ability to work in a fast paced environment, handle multiple tasks, proficient with MS Office programs and computer savvy, willingness to learn and adapt quickly, knowledge of basic accounting principles. Familiar with bank documents. EEO

Education and Experience: High School diploma or equivalent required. Associate's degree or higher in appropriate field preferred. Previous banking experience highly preferred.

Physical Requirements: This position requires a high degree of mobility. May be subject to prolonged sitting/standing, frequent use of hands and upper body to manipulate/grasp objects/branch equipment, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, lifting of 1 - 15 lbs. Must be able to travel by vehicle to branches/meetings/seminars, and so forth.



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