Loan Operations Assistant

DEPARTMENT: Loan Review Compliance

SUPERVISOR: Loan Operations Supervisor

POSITION SUMMARY: The Loan Operations Assistant provides both employees and customers with loan information and performs assigned daily duties.

POSITION RESPONSIBILITIES: General Job Functions
Provides the Synergy Bank standard of excellence in customer service.
Maintains honesty and the highest level of ethical standards.
Handles assigned daily duties in the department which could include the following: new loan uploads, renewals/extensions, credit references, participation processing, process payouts, image documents to credit file, non-post processing, CIP, early disclosures, escrow, insurance, property taxes, loan review, denials, exceptions, credit life insurance, credit bureau reporting and disputes, collateral, G/L balancing, daily work review, etc.
Answers phone calls as necessary and assists customers according to the Banks telephone customer service standards.
Checks back new loans, maintenance, and balance accounts.
Explains, promotes, and sells bank products and services that enhance the customers banking experience.
Performs administrative duties such as labeling, copying, scanning, and filing various loan documents.
Responsible for quoting payoffs on existing loans.
Assists Lenders and Loan Assistants as needed, or as directed by Management.

REQUIRED QUALIFICATIONS:
Proficient in Microsoft Word and a basic understanding of Microsoft Excel.
Ability to pay close attention to detail.
Ability to comprehend and analyze information to draw a conclusion.
Ability to maintain composure, suppress extreme emotions, control anger, and avoid aggressive behavior even in trying situations.
Ability to establish and maintain interpersonal relationships to relate with co-workers, customers, and peers.
Ability to multi-task in a fast-paced work environment.
Must have advanced knowledge of bank products and services to cross-sell both effectively and consistently.
Ability to organize and prioritize daily tasks.
Ability to present a business professional appearance.
Must have reliable transportation to commute to and from work.

EDUCATION AND EXPERIENCE REQUIRED:
High school diploma or equivalent.

EDUCATION AND EXPERIENCE PREFERRED:
Knowledge of NuPoint and loan documents.
Previous use of 10 key calculator.
3 years of experience in Loan Operations or similar department at a financial institution

COMMUNICATION:
Must be able to provide information to supervisors, co-workers, and customers both verbally and in written format.

PHYSICAL REQUIREMENTS:
Must be able to work at a computer station in front of a monitor for up to 4 hours at a time without the opportunity for a break.
Must be able to interact with the public utilizing various methods of communication.
Employees may be required to squat and remain in that position for short periods of time while searching for and/or reaching for files and supplies at ground level. This could occur as few or as many times as necessary to accomplish the required task.
Must be able to lift and carry approximately 10-15 pounds multiple times throughout the day.

MENTAL REQUIREMENTS:
Must have the attention span to stay alert and attentive during a normal 8-hour workday.
The Loan Operations Assistant must be able to make sound, quick decisions based on the facts of a situation and remain calm and in control in a possible ever-changing environment or an emergency.
Must be able to follow instructions and procedures exactly as trained or directed by his or her supervisor.
Must be able to listen to, grasp, and respond positively to supervision and instructions by Management.
Physical and cognitive ability to perform the essential duties and functions of his/her job.

Job Type: Full-time