Loan Operations Specialist

3 days ago

Phoenix, Arizona, United States Beacon Hill Staffing Group Full time
Job Title: Loan Operations Specialist

We are seeking a detail-oriented Loan Operations Specialist to ensure accurate and timely processing of loan transactions. This role involves account research, loan maintenance, escrow processing, and various financial transactions using our systems.

Key Responsibilities:
  • Perform accurate and timely loan transactions, including account research, loan maintenance, escrow processing, DDA deposits using the APA system, and wire transfers.
  • Respond to loan and deposit balance verification requests from internal and external parties, including processing Standard CPA Audit Confirmations, credit investigations, estate inquiries, and governmental balance inquiries for agencies such as the Social Security Administration and the Internal Revenue Service.
  • Adhere to established industry standards for the exchange of commercial credit information.
  • Balance general ledger entries to minimize account outages and collaborate with the Accounting department to resolve discrepancies promptly.
  • Conduct thorough reviews of various reports to identify and alleviate potential customer impact issues, ensuring system integrity.
  • Research requests diligently, reaching logical conclusions and executing necessary remedial actions.
  • Communicate research results and resolutions effectively and in a timely manner to all requesters.
  • Proactively seek opportunities to enhance process efficiency, quality, and the overall client experience; communicate innovative ideas for real change.
  • Provide exceptional customer service to both internal and external customers, adhering to our Key Values and Key Difference concepts.
  • Identify and communicate major and minor issues to appropriate management.
  • Assist team members with their daily workload to ensure timely completion of assignments and achievement of team goals.
  • Actively pursue personal development to better support the team and advance future career opportunities.
Requirements:
  • High school diploma; some college coursework preferred.
  • Strong accounting background with 1+ years of relevant experience in bank loan and deposit products.
  • Ability to establish and maintain effective working relationships with team members and stakeholders.
Preferred Qualifications:
  • Bachelor's degree or equivalent experience.
  • Proficiency in systems: Hogan, ALS, CLS, Loan IQ, Lotus Notes, Document Direct, and KeyView Deluxe.
  • Working knowledge of loan accounting and related systems.
Competencies/Skills:
  • Excellent written and verbal communication skills.
  • Strong problem-solving and decision-making abilities.
  • Proven outstanding customer service skills.
  • Solid understanding of government regulations related to loan processing.
  • Familiarity with systems that provide loan information.

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.

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