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Loan Operations Associate
2 months ago
Summary Overview
The Loan Operations Associate plays a crucial role in ensuring the efficiency of loan processing and management.
Key Responsibilities
- Maintain and organize essential documentation while ensuring the security of loan files.
- Execute loan maintenance tasks using core banking systems and supplementary software.
- Facilitate loan transactions, including payments, payoffs, and reversals.
- Address exception items such as un-posted transactions and discrepancies.
- Conduct quality assurance checks across all operational systems.
- Analyze loan reports on a daily, weekly, monthly, and quarterly basis.
- Perform compliance reviews related to loan operations.
- Ensure adherence to customer service agreements with branches.
- High school diploma or equivalent required.
- Preferred experience of 6 to 12 months in general banking.
- Position may require sitting, standing, walking, bending, and lifting up to 25 pounds.
- Work is primarily conducted indoors in a controlled environment.
- Reasonable accommodations may be provided for individuals with disabilities to fulfill essential functions.
- Meticulous attention to detail.
- Proficient in Microsoft Office applications.