Loan Operations Specialist

Our Company's culture supports customers in achieving their financial goals and dreams. The Loan Operations Specialist position is a back office position with minimal customer contact. This position will perform a variety of clerical duties related to the booking and documentation of loans, such as scanning, filing and reviewing loan input and documentation of required loan documents. This position requires a person that is detail oriented. You'll be able to help contribute to this by:

Job Duties:

• Work with new loans from the previous day and review for proper documentation and other relevant data.

• Input all automated payments.

• Utilize exception tracking software to document loans and input expiration dates on time sensitive documents such as financial statements and insurance policies.

• Input all new escrow accounts and set up entity accounts for future disbursals.

• Process all escrow disbursals and annual escrow statements

• Input to online tax service site all new real estate loans.

• Balance paid and renewed Credit Life policies and prepares images to be submitted monthly to credit life vendors.

• Review real estate insurance policy exceptions and force place insurance through online website as needed.

• Performs UCC searches and prepares all state filing UCC's.

• Reconcile and balance multiple general ledger accounts related to the lending junction.

• Prepare, review and mail adjustable rate notices.

• Perform other tasks, which may be assigned by the department manager.

• Complying with privacy policies and procedures to maintain customer confidentiality and information protection.

• Complying with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.

• Completing and passing all required regulatory compliance training as assigned.

• Perform any additional duties and tasks assigned by management.

Qualifications & Skills:

• Strong organizational skills, ability to work as part of a team.

• Self-motivated with a strong work ethic.

• Proficient in Microsoft Office including Outlook, Excel and Word.

Education, Experience & Licenses:

• High School diploma or equivalent.

• College degree preferred

• Minimum 6 months previous banking or general accounting experience.