Demo

Loan Operations Representative II

Canandaigua National
Canandaigua, NY Full Time
POSTED ON 3/7/2025
AVAILABLE BEFORE 6/4/2025

Loan Operations Representative II

Canandaigua National Bank & Trust

Location : Canandaigua, New York

What does a Loan Operations Representative do?

Responsible for performing a variety of duties in the Loan Operations area throughout the loan life cycle; complying with operating policies and procedures established for the Loan Operations function; coordinating work within the assigned department team; communicating with appropriate personnel; responding to inquiries or requests for information; performing administrative tasks to support department operations; providing guidance and on-the-job training to Loan Operations Representatives; maintaining appropriate records and providing assigned reports. Often acts as a subject matter expert for processes within the Consumer or Residential Mortgage loan portfolios.

What is needed to be successful in this role?

  • A high school diploma or high school equivalency required, associates in business preferred.
  • Four years experience in related positions normally required.
  • Excellent communication skills and strong attention to detail.
  • Proficiency with a PC and associated programs (such as Microsoft Office).
  • Strong customer service experience.

What does a successful first year in this position look like?

  • Performs clerical duties : filing (including electronic), data input, data upload verification, processing various transactions on the banks core loan servicing system.
  • Provides basic support to loan origination areas during closing process (i.e. Verify insurance coverage requirements, loan documents and structure are operationally achievable, etc.)
  • Collaborates with loan origination areas to resolve issues identified in loan files as part of loan onboarding.
  • Able to onboard most loan products through manual entry to the banks core loan servicing system if automated interfaces to applicable loan origination system is unavailable or fails.
  • Responds to inquiries or requests for information.
  • Maintains appropriate records and providing assigned written reports.
  • Monitors and acts on a variety of system generated exception reports.
  • Provides basic support to bank lenders on operational viability of modifications to loan accounts.
  • Resolves all routine and most non-routine issues / disputes within assigned team(s).
  • Writes and updates procedures to reflect new processes or efficiencies within their area of Loan Operations.
  • Researches and verifies processes as requested by any banking operations area.
  • Performs various reconcilement duties as directed.
  • What makes working at CNB different?

    At CNB, we are Investing in You. Our strong corporate culture is based upon seven Core Values : Honesty and Integrity, Responsibility, Teamwork, Respect, Innovation, Professionalism, and Commitment. Our culture nurtures passionate employees and offers great rewards including :

  • Medical, Dental, Vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners.
  • Paid Holidays, Vacation, and Sick time.
  • Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP).
  • Training & Development Opportunities.
  • Tuition Assistance.
  • Volunteer Opportunities.
  • Award Winning Wellness program that promotes a solid work / life balance.
  • Banking perks and discount programs.
  • Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 125 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus : to provide exceptional service for our customers.

    As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At CNB, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veterans status, religion, disability, sexual orientation, education, and culture.

    As the only local, full-service, community-owned financial institution in the Rochester area, Canandaigua National Bank & Trust is Investing in You. If you want to be a part of something special, join us today!

    What makes working at CNB different?

    At CNB, we are Investing in You. Our strong corporate culture is based upon seven Core Values : Honesty and Integrity, Responsibility, Teamwork, Respect, Innovation, Professionalism, and Commitment. Our culture nurtures passionate employees and offers great rewards including :

  • Medical, Dental, Vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners.
  • Paid Holidays, Vacation, and Sick time.
  • Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP).
  • Training & Development Opportunities.
  • Tuition Assistance.
  • Volunteer Opportunities.
  • Award Winning Wellness program that promotes a solid work / life balance.
  • Banking perks and discount programs.
  • Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 125 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus : to provide exceptional service for our customers.

    As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At CNB, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veterans status, religion, disability, sexual orientation, education, and culture.

    As the only local, full-service, community-owned financial institution in the Rochester area, Canandaigua National Bank & Trust is Investing in You. If you want to be a part of something special, join us today!

    Compensation

    The compensation range for this position is $19.50 -$22.00 per hour. The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations.

    Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority / Female / Sexual Orientation / Gender Identity / Disability / Veteran.

    Salary : $20 - $22

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Loan Operations Representative II?

    Sign up to receive alerts about other jobs on the Loan Operations Representative II career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $44,019 - $55,275
    Income Estimation: 
    $52,761 - $67,556
    Income Estimation: 
    $72,680 - $103,083
    Income Estimation: 
    $94,220 - $135,448
    Income Estimation: 
    $44,019 - $55,275
    Income Estimation: 
    $52,761 - $67,556
    Income Estimation: 
    $72,680 - $103,083
    Income Estimation: 
    $94,220 - $135,448
    Income Estimation: 
    $52,761 - $67,556
    Income Estimation: 
    $61,226 - $82,724
    Income Estimation: 
    $72,680 - $103,083
    Income Estimation: 
    $94,220 - $135,448
    Income Estimation: 
    $40,563 - $50,914
    Income Estimation: 
    $44,019 - $55,275
    Income Estimation: 
    $47,821 - $64,592
    Income Estimation: 
    $49,531 - $67,648
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Canandaigua National

    Canandaigua National
    Hired Organization Address Canandaigua, NY Intern
    Social Media & Digital Content Creator Intern What does an intern at CNB do? As the only local, full-service, community-...
    Canandaigua National
    Hired Organization Address Canandaigua, NY Full Time
    Corporate Events Coordinator Canandaigua National Bank & Trust Location : Canandaigua, NY (with some Hybrid flexibility)...

    Not the job you're looking for? Here are some other Loan Operations Representative II jobs in the Canandaigua, NY area that may be a better fit.

    Operations Assistant

    RASA II Company LLC, Rochester, NY

    Loan Operations Intern

    Canandaigua National Bank & Trust Co, Canandaigua, NY

    AI Assistant is available now!

    Feel free to start your new journey!