Recent Searches

You haven't searched anything yet.

1 Loan Operations - Specialty Finance Product Specialist III Job in Dallas, TX

SET JOB ALERT
Details...
Veritex Team
Dallas, TX | Full Time
$54k-72k (estimate)
2 Weeks Ago
Loan Operations - Specialty Finance Product Specialist III
Veritex Team Dallas, TX
$54k-72k (estimate)
Full Time 2 Weeks Ago
Save

sadSorry! This job is no longer available. Please explore similar jobs listed on the left.

Veritex Team is Hiring a Loan Operations - Specialty Finance Product Specialist III Near Dallas, TX

Job Summary: The Note Finance Analyst is responsible for the day-to-day operations within the Note Finance Department. Will act as daily contact between operations and credit officer. Responsibilities and Duties: Perform due diligence on collateral pledged to the borrowing bases and monitor on-going quality control of the Notes Finance portfolio. Proactively manage collateral and customer service issues for the Notes Finance borrowers. Review loan documentation for accuracy and consistency within product guidelines and bank policies. Create digital folders and excel spreadsheets for each borrower/entity. Maintain well organized digital folders using a consistent filing system. Review custodial reports and verify the banks collateral has been received and review any collateral exceptions. Produce collateral receipts Release collateral when required and verified. Approve advances to be processed after review of borrowing base and collateral Verify all new loans and amendment are booked correctly with loan servicing. Coordinate and monitor various scheduled activities. Serves as daily liaison with Finance, Recon Dept, IT, JHA, Loan Operations, etc. as necessary, to furnish a professional and high-quality processing service. Download/extract and monitor reports for daily, monthly, quarterly, annual, and ad hoc reporting. May be required to reformat system generated reports using Excel or other report writing applications. Resolve any issues and work with Lenders as appropriate. Maintain knowledge of current lending policies, procedures and regulations. Attends and completes all necessary training. Review and update borrowing bases, as required. Job Skills and Qualifications: Highly proficient in utilizing advanced functions within Excel including macros, coding, advanced pivot tables, and conditional formatting to create and test advanced borrowing base formats for calculations of loan availability. Excellent interpersonal skills, both verbal and written. Proficient in Microsoft Office Ability to work in a team environment Excellent customer service skills Excellent time management and multitasking skills Preferred Skills; Experience; Certifications 1-3 years’ experience at a bank, financial institution, private lender, mortgage company or real estate company. Loan System Application experience. Office working conditions Frequently required to sit for long periods of time. Occasionally required to stand, walk, and reach with hands and arms. Occasionally lift and/or move up to 25 pounds. Reasonable accommodations are available to qualified individuals with disabilities to aid in their ability to perform the essential functions. Education/Certifications (required)  Bachelor’s degree in Business Administration or equivalent experience.

Job Summary

JOB TYPE

Full Time

SALARY

$54k-72k (estimate)

POST DATE

06/10/2024

EXPIRATION DATE

06/25/2024

Show more

Veritex Team
Full Time
$46k-64k (estimate)
2 Weeks Ago
Veritex Team
Full Time
$86k-108k (estimate)
2 Weeks Ago
Veritex Team
Full Time
$97k-137k (estimate)
2 Weeks Ago