Loan Servicing Specialist

4 weeks ago

Miami, United States Helm Bank USA Full time
SUMMARY

The Loan Operations Specialist is responsible for the daily reconciliation of the department general ledgers for Accounting and reviewing necessary documentation to process payments and advances including, but not limited to, input of data in loan operations and customer relationship management systems and other related systems.

ESSENTIAL FUNCTIONS

Responsibilities include the following. Other duties may be assigned.

Core Duties

  1. Balances and maintain general ledger accounts and prepare journal entries for accruals and variances.
  2. Review several daily, weekly and monthly department reports.
  3. Prepares collection documentation as well as closing/file documentation.
  4. Prepares documentation for payments, mortgages, tracking systems for insurance, taxes, escrow analysis and collection information.
  5. Processes loan payments and other documents requests from other departments such as pay off letters, year-end balance letters among others.
  6. Assists account officer representative out shore and support center with daily customer requests.
  7. Responsible for reviewing the daily maintenance report provided by the core system performed by other team members to the loan, such as payoff transactions codes, escrow profile changes, extension of loans, maintenance performed on the customer level and assist with UCC releases when required.
  8. Ensures work is performed in accordance with established policies and procedures.
  9. Works on special projects or duties in the Loan Operations Servicing Department as needed.


EDUCATION & TRAINING

KNOWLEDGE & EXPERIENCE

COMPETENCIES

To perform the job successfully, an individual should demonstrate the following:

  • Associates degree or higher in Accounting, Finance or related field required
  • Minimum of two years of related experience.
  • Must be bilingual in both English and Spanish. Ability to fluently speak, understand, read and write both languages
  • Basic Computer Skills,
  • Advanced Skills with Microsoft Office
  • Mathematical Skills
  • Customer/Client Focus.
  • Credibility.
  • Problem Solving/Analysis
  • Teamwork Orientation.
  • Initiative.
  • Stress Management
  • Organizational Skills.
  • Technical Capacity
  • Effective communicator
  • Adaptability


SUPERVISOR RESPONSIBILITIES

This position has no supervisory responsibilities.

WORK ENVIRONMENT

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

PHYSICAL DEMANDS

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to stand, walk, use hands to finger, handle, or feel, and reach with hands and arms. The employee is occasionally required to climb or balance, stoop, kneel and crouch. The employee must regularly lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception, peripheral vision, and ability to adjust and focus.

TRAVEL

This position may require some local travel.

DISCLAIMER

Equal Opportunity Employer: Helm Bank USA supports a diverse workforce and is a Drug Testing and Equal Opportunity Employer. Helm Bank USA does not discriminate against individuals on the basis of race, creed, color, gender, religion, national origin.

While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require other or different tasks be performed as assigned.

I understand and acknowledge, in addition to the duties outlined in this job description, I am also responsible for making sure my duties are performed in full compliance with all of the Bank's rules, and with all of the state and federal regulations to which the Bank is subject. I understand knowledge of, and adherence to the Bank's Bank Secrecy Act/Anti-Money-Laundering/OFAC Program is an important part of my job performance and will be considered a factor for job evaluations as well as promotions, and ongoing BSA/AML/OFAC training will be continuously required during my employment. I agree to address any and all questions I may have about the Bank's BSA/AML/OFAC Program to the Bank's BSA Department.

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