Loan Collateral Specialist

4 days ago

Oklahoma City, United States First Fidelity Bank Full time
SUMMARY:

The Loan Exceptions & Collateral Specialist must have a thorough understanding of most types of loans and other related requirements and can independently act to meet those requirements. Gathers, compiles, and evaluates information, as well as obtains documents necessary to remove collateral exceptions and file liens. Works under minimal supervision while supporting the Commercial and Retail Banking functions. Has a thorough understanding of regulatory requirements and legal requirements for Oklahoma and Arizona.

PRIMARY DUTIES/RESPONSIBILITIES:

This list includes the current primary responsibilities of this position. It is not intended to be all-inclusive and is subject to change, as needed, for the purpose of operational efficiency.

Provides a high level of customer service when responding to Commercial Officers as well as Retail front-end staff.
Gathers and evaluates information from Commercial and Retail Bankers, regarding title policies, tax returns, collateral information, financial documents, etc.
Scans and indexes all loan document types to Synergy.
Proactively resolves Commercial and Retail collateral exceptions as well as other types of exceptions.
Sets up collateral tracking
Assists with tracking Insurance and force placing. Contacts insurance companies for Evidence of Insurance to clear exceptions
Files documents to perfect collateral such as lien entries, UCC-1 forms, UCC continuations, certified mailing of titles, determining filing location, and mailing real property documents to appropriate county and state to ensure the banks security interests are perfected.
Mails adverse action and collection letters to applicants and clients.
Processes requests for verification of deposit and other credit inquiries.
Provides internal and external customer service from direct, emailed, faxed, or phone requests. This includes research and response in a timely, positive and professional manner.
Completes special projects as assigned by Loan Operations Management.
Must display a pleasant and friendly attitude, project sensitivity towards customers and fellow employees, and maintain a neat and clean professional appearance.
Performs other related duties as assigned.

QUALIFICATIONS:

EXPERIENCE REQUIREMENTS:

Minimum of two years of experience in loan operations preferred.
An equivalent combination of education and/or experience may be substituted for the stated qualifications.

EDUCATION REQUIREMENTS:

High school degree or equivalent required.
Bachelors degree preferred.

OTHER REQUIREMENTS (KNOWLEDGE, SKILLS, ABILITIES, CHARACTERISTICS):

Thorough knowledge of loan documentation and perfection/recording requirements.
Thorough knowledge of title policies, UCC guidelines, lien filing and mortgage/deed of trust filing.
Thorough knowledge of loan regulations including but not limited to the Real Estate Settlement Protection Act (Reg X), Truth in Lending Act (Reg Z), Equal Credit Opportunity Act (Reg B) and Fair Credit Reporting Act (Reg V).
Working knowledge of Banks lending policies and procedures and banking operations functions.
Ability to read, comprehend and evaluate detailed and complex loan documents.
Ability to quickly learn new skills and apply to role.
Detail-oriented, high level of flexibility and adaptability, enabling individual to work in a fast-paced environment. Must be well-organized and display excellent time-management skills.
A positive attitude and excellent communication and interpersonal skills.
Exceptional understanding of needs to provide client focused service.
Ability to maintain high level of discretion and confidentiality.
Ability to work independently to resolve problems.
Proficient typing and computer skills. Proficient , including MS Word, Outlook and Excel.
Strong team focus with ability to work effectively in a team environment.

ADDITIONAL INFORMATION

SUPERVISORY RESPONSIBILITY: None

PHYSICAL REQUIREMENTS: Normal office environment

EOE Disability/VET

  • Loan Collateral Specialist

    5 days ago

    Oklahoma City, United States First Fidelity Bank Full time

    SUMMARY:Check out the role overview below If you are confident you have got the right skills and experience, apply today.The Loan Exceptions & Collateral Specialist must have a thorough understanding of most types of loans and other related requirements and can independently act to meet those requirements. Gathers, compiles, and evaluates information, as...

  • Collateral Specialist

    2 months ago

    Iowa City, United States Hills Bank Full time

    SCHEDULE: Full-time; Monday through Friday; 7:30 am - 5:00 pm. Average of 40 hours/week.LOCATION:131 East Main St, Hills, Iowa 52235BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that...

  • Loan Ops- Loan Audit Specialist

    1 week ago

    Oklahoma City, United States MIDFIRST BANK Full time

    PURPOSE OF POSITIONIncrease your chances of an interview by reading the following overview of this role before making an application.Specialist is responsible for mitigating bank risk by ensuring properly executed original documentation is returned as well as ensuring the loan system appropriately identifies whether or not the loan is pledgeable to bank...

  • Loan Ops- Loan Audit Specialist

    1 week ago

    Oklahoma City, United States MidFirst Bank Full time

    PURPOSE OF POSITIONSpecialist is responsible for mitigating bank risk by ensuring properly executed original documentation is returned as well as ensuring the loan system appropriately identifies whether or not the loan is pledgeable to bank regulatory authorities. The position is also responsible for ensuring all affirmative covenant exceptions are setup...

  • Collateral Documentation Manager

    1 week ago

    Oklahoma City, United States First Fidelity Bank Full time

    At First Fidelity Bank, we are looking for talented, enthusiastic team members with a passion for service excellence. Our employees are critical to our overall success. We invest in our employees by providing excellent training and development, as well as advancement opportunities. We offer our employees a family environment, great benefits, competitive pay...

  • Collateral Specialist

    1 month ago

    Iowa City, Iowa, United States Hills Bank Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Collateral Specialist to join our team at Hills Bank. As a key member of our Loan Servicing Department, you will be responsible for ensuring the proper filing of recorded mortgages, vehicle titles, and Uniform Commercial Codes (UCC).Key ResponsibilitiesPrepare and file weekly release reports...

  • Loan Specialist

    3 weeks ago

    Arizona City, Arizona, United States First Fidelity Bank Full time

    Job DetailsAt First Fidelity Bank, we are seeking a highly skilled Loan Specialist to join our Commercial Banking Team. As a key member of our team, you will be responsible for supporting the entire Commercial Banking Team by receiving, directing, and assisting clients and preparing correspondence, memos, and other loan documents.Key...

  • Loan Administration Specialist

    4 weeks ago

    Jersey City, New Jersey, United States WSN Full time

    Job Title: Loan Administration SpecialistWSN is seeking a highly skilled Loan Administration Specialist to join our team. The successful candidate will be responsible for ensuring accurate and timely administration of the Bank's loan portfolio, ensuring daily activities comply with state and federal laws, regulations, and Bank lending policies and...

  • Loan Funding Specialist

    4 weeks ago

    Iowa City, Iowa, United States Hills Bank Full time

    Job SummaryThe Loan Funding Specialist will play a critical role in ensuring the smooth operation of our loan processing department. This position is responsible for examining loan packets for completeness and accuracy, ensuring timely funding and disbursing of loans, and maintaining accurate records.Key ResponsibilitiesEnsure accurate and timely funding and...

  • Loan Funding Specialist

    2 months ago

    Iowa City, United States Hills Bank Full time

    SCHEDULE: Full-time; Monday through Friday, rotating schedule (8:00 am - 4:30 pm) or (8:30 am - 5:00 pm) Average of 40 hours/week.LOCATION: 131 East Main St, Hills, Iowa 52235BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends...

  • Loan Administration Specialist

    4 weeks ago

    jersey city, United States WSN Full time

    WSN is seeking a Loan Administrator Specialist to place with our client, a major investment bank located in Jersey City, NJ. The Loan Administrator is responsible for ensuring accurate and timely administration / servicing of the Bank's loan portfolio; ensures daily activity comply with state and federal laws, regulations and Bank lending policies and...

  • Loan Administration Specialist

    4 months ago

    Jersey City, United States WSN Full time

    WSN is seeking a Loan Administrator Specialist to place with our client, a major investment bank located in Jersey City, NJ. The Loan Administrator is responsible for ensuring accurate and timely administration / servicing of the Bank's loan portfolio; ensures daily activity comply with state and federal laws, regulations and Bank lending policies and...

  • Collateral Management Specialist

    4 weeks ago

    Jersey City, New Jersey, United States Centraprise Full time

    Job SummaryCentraprise is seeking a highly skilled Margin Lending Business Analyst to join our team. As a key member of our National Collateral Management Group, you will be responsible for managing projects and processes to deliver business results.Key ResponsibilitiesManage multiple priorities and develop a plan to organize substantial systems/applications...

  • Loan Administration Specialist

    4 weeks ago

    Jersey City, New Jersey, United States WSN Full time

    WSN is seeking a highly skilled Loan Administrator to join our team in Jersey City, NJ. The successful candidate will be responsible for ensuring accurate and timely administration of the Bank's loan portfolio, ensuring daily activities comply with state and federal laws, regulations, and Bank lending policies and procedures.The Loan Administrator will...

  • Collateral Administration Specialist

    1 week ago

    Oklahoma City, United States MidFirst Bank Full time

    Position Responsibilities:Coordinates the administrative functions related to residential and commercial construction loan draws including:Preparing funding documentsObtaining required approvalsOrdering title endorsements,Submitting advanced to loan servicingOriginated wiresConfirming funding completionMaintain daily Construction Draw Log reports which are...

  • Collateral Administration Specialist

    7 days ago

    Oklahoma City, United States MIDFIRST BANK Full time

    Position Responsibilities:You can get further details about the nature of this opening, and what is expected from applicants, by reading the below.Coordinates the administrative functions related to residential and commercial construction loan draws including:Preparing funding documentsObtaining required approvalsOrdering title endorsements,Submitting...

  • Commercial Loan Servicing Specialist

    4 weeks ago

    Kansas City, Missouri, United States Commerce Bank Full time

    About This RoleAt Commerce Bank, we're seeking a highly skilled Commercial Loan Servicing Specialist to join our team. As a key member of our Commercial Loan Servicing (CLS) team, you'll play a critical role in providing back-office operations support for commercial, business banking, and specialty lending products.As a Commercial Loan Servicing Specialist,...

  • Commercial Loan Processor

    2 weeks ago

    Sioux City, United States Central Bancompany Full time

    Job Type Full-time Description POSITION SUMMARY Commercial Loan Processor is responsible for processing, boarding, funding, post-close servicing, and maintaining physical documentation of new loans. Works in conjunction with the Commercial Loan Specialists and Commercial team to ensure accuracy and completeness of loan documentation. ESSENTIAL DUTIES AND...

  • Commercial Loan Processor

    3 weeks ago

    Sioux City, United States Central Bancompany Full time

    Job Type Full-time Description POSITION SUMMARY Commercial Loan Processor is responsible for processing, boarding, funding, post-close servicing, and maintaining physical documentation of new loans. Works in conjunction with the Commercial Loan Specialists and Commercial team to ensure accuracy and completeness of loan documentation. ESSENTIAL DUTIES AND...

  • Collateral & Exam Manager - ABL/Middle Market Lending

    4 weeks ago

    new york city, United States Ascendo Resources Full time

    Our client is Bank that is seeking a Collateral Monitoring Manager who will be responsible for monitoring and reviewing the collateral and oversight of their C&I and Asset Based Loan BookYour role:Review collateral field examinations and appraisals and provide findings to the business and credit risk,Ensure that field examinations and appraisals are...