Loan Operations Specialist

Position Function
The position is responsible for providing general administrative support, accurately creating, processing and boarding loan documents and reconciling various general ledger activities.

Role and Responsibilities

• Provide general administrative support to loan officers including research and resolve customer inquiries, address any deficiencies in support documentation, and maintain files.
• Prepare documentation packages for various loans to comply with the terms of the credit decision for document preparation, as requested by loan officers.
• Validate and interpret Commercial, Consumer and Mortgage loan documentation to determine loan boarding requirements.
• Prepare and mail various early and closing disclosure forms and adverse action letters.
• Order various reports including flood, credit, surveys, appraisals, etc.
• Review signed documents to ensure accuracy.
• Board and update loans on loan origination and core system.
• Update information in the loan system as needed.
• Process and balance online loan related transactions.
• Ensure compliance with all state, federal, and banking regulatory laws.
• Set an example of high ethical behavior, integrity and professional conduct to all employees, customers and communities.
• Other operational duties as assigned. 
  
  

Qualifications, Education Requirements and Preferred Skills

• High school diploma or equivalent
• One to two years of experience in a financial institution.
• Understanding of lending practices including loan documentation, loan policy, etc.
• Outstanding listening, interpersonal, written and verbal skills.
• Ability to balance multiple priorities and work well in a team environment.
• Ability to follow company policies, guidelines, and procedures.
• Resourceful, demonstrates problem solving skills, as well as a self-guided learner.
• High degree of accuracy and attention to detail.
• Ability to maintain confidentiality using tact and diplomacy.