What are the responsibilities and job description for the Commercial Loan Processing Specialist position at Harmony Bank?
The Commercial Loan Operations Specialist is responsible for performing a range of activities related to loan operations. You will ensure compliance with regulatory requirements and internal policies and procedures while also providing exceptional customer service.
Responsibilities:
- Book new commercial loans and renewals, review and verify all data entered is accurate based on supporting loan documentation.
- Review all documents submitted for new loans to identify any missing documents.
- Prepare loan documents.
- Work closely with the loan officer’s assistant.
- Fund draw requests.
- Identify and add tickles (exception items) to the system.
- Scan and index all customer and loan documentation.
- Maintain accurate loan records and documentation, ensuring compliance with regulatory and internal policies and procedures.
- File and maintain all credit and collateral files.
- Work with customers, insurance companies, and title companies in a knowledgeable and professional manner.
- Perform other duties as assigned by management.
Qualifications:
- Knowledge of business entity types and required documentation.
- Knowledge and understanding of commercial real estate documentation and recording.
- Knowledge of construction and industrial loan documentation.
- Knowledge of consumer loan documentation.
- Excellent communication skills, both written and verbal, with the ability to communicate complex information in a clear and concise manner.
- Strong customer service skills, with the ability to build and maintain relationships with borrowers.
- Detail-oriented and able to manage multiple tasks simultaneously.
- Proficiency in Microsoft Office, especially Word and Excel.
- Ability to maintain confidentiality and handle sensitive information with discretion.
- Ability to work under general supervision and within a collaborative team environment.
Education and Experience:
- High school diploma or equivalent required.
- Associate’s degree in business administration, finance, or related field preferred.
- Minimum of 2 years of experience in loan operations or related field.
Harmony Bank is an equal opportunity employer and does not discriminate against any employee or applicant for employment on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
- No weekends
Work Location: In person
