Loan Operations Document Specialist

DEPARTMENT: Loan Operations

REPORTS TO: Loan Operations Manager

SUPERVISES:

CLASSIFICATION: Non Exempt

LAST REVISED: July 16, 2024

POSITION SUMMARY: Obtains demonstrated knowledge/experience in loan documentation and new accounts documentations and procedures. Requires thorough knowledge of computer accounting system, including input and output. Must had a good communications skills and have good interpersonal skills. Must possess tact and ability to effectively relate to customers, officers and others involved in the banking process.

PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES:

1. Loan Check in and verification. Reviews files after closing to ensure all documents are obtained, processed and completed.

2. Back up Insurance verification

3. Back up Forced Placed insurance

4. Back up HMDA input/verification

5. Back up Tax Tracking

6. Assists with back up of all positions as needed

SECONDARY RESPONSIBILITIES AND ACCOUNTABILITIES:

· Provides assistance to co-workers or customers with difficult problems or inquiries.

· Other duties as may be assigned.

COMPETENCIES:

· Organization Knowledge – Effective performers understand the workings of the organization. Specifically, they understand the formal and informal policies and structures that govern operations, and know the essential technologies at the heart of the business. They know “how the place works.”

· Relationship Building – Effective performers understand that a primary factor in success is establishing and maintaining productive relationships. They like interacting with people and are good at it. They devote appropriate time and energy to establishing and maintaining networks. They initiate contacts readily and maintain them over time. They are able to utilize relationships to facilitate business transactions.

· Communicativeness – Effective performers recognize the essential value of continuous information exchange and the competitive advantage it brings. They actively seek information from a variety of sources and disseminate it in a variety of ways. They use modern technologies to assess and circulate information, even across great distances. They take responsibility for ensuring that their people have the current and accurate information needed for success.

TEAM/COMMITTEE ASSIGNMENTS:

· TBD

ROLE QUALIFICATIONS:

Education

· Specialized training in lending, loan documentation and compliance issues

Experience

· A minimum of 1 to 2 years related experience, preferably within a financial institution environment

Other Skills and Abilities

· Strong communication skills, both written and verbal

· Ability to interact with customers and employees with tact, diplomacy and confidentiality

· Resourceful, innovative and well organized

· Ability to assess problems and/or unusual situations and develop logical solutions

· Ability to create a collaborative and motivating team environment

· Strong ethical focus

PERFORMANCE MEASURES:

· Compliance with regulatory requirements

· Meets or exceeds goals as pre-established by supervisor

WORKING CONDITIONS:

Work is performed largely within the Bank. Prolonged and frequent mental and visual concentration required. Work hours are generally during normal business hours. Unscheduled evening and weekend work may be needed to meet the needs of customers and employees. Occasional travel between offices and out-of-town/overnight business travel required. Some bending, turning, and twisting required. Serves as a representative of the Bank at appropriate functions.

GENERAL NOTICE:

This position description describes the general nature and level of work performed by the employee assigned to this position and should not be interpreted as all inclusive. It does not state or imply that these are the only duties and responsibilities assigned to the position. The employee may be required to perform other job-related duties. All requirements are subject to change and to possible modification to reasonably accommodate individuals with a disability.

This position description does not constitute an employment agreement between the Bank and employee and is subject to change by the employer as the needs of the Bank and requirements of the position change.Loan Operations Document Specialist

Job Type: Part-time

Pay: $17.00 - $18.00 per hour

Expected hours: 30 per week

Benefits:

• 401(k)

Work Location: In person

Salary : $17 - $18