Loan Operations Specialist
4 weeks ago
Job Summary:
The Loan Operations Specialist will assist the branches by analyzing, evaluating, documenting, and closing loan requests generated through the branches. This role requires excellent communication skills, both written and verbal, and the ability to work and multi-task in a fast-paced environment.
Key Responsibilities:
- Serves as the subject matter expert for the assigned team.
- Responsible for assigning daily functions of Loan Representatives and facilitating daily workflow to ensure deadlines are met.
- Provides support to co-workers in all areas relating to questions and processing issues.
- Supports branch managers and commercial lending teams by assisting them to analyze, evaluate, document, and close their loan requests.
- Discusses loan inquiries, loan documentation, and processing issues, providing direction and solutions to issues.
- Provides service to customers of the bank with respect to loan products and services.
- Prepares and maintains accurate records of production volumes.
- Provides reports to management monthly or as requested.
Requirements:
- High School or GED.
- 7 years of experience.
Special Skills:
- Excellent communication skills, both written and verbal.
- Ability to work and multi-task in a fast-paced environment.
- Detail-oriented.
- Ability to use general office equipment.
- Ability to use a personal computer and job-related software.
- MS Word - Intermediate Level.
- MS Excel - Intermediate Level.
- Working knowledge of banking operating policies and procedures which impact banking services.
Equal Employment Opportunity (EEO):
It is the policy of First National Bank not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran.
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