What are the responsibilities and job description for the Loan Operations Intern - Post Closing position at Univest?
Overview
Univest Financial Corporation (UVSP), has approximately $7.9 billion in assets and $5.0 billion in assets under management and supervision (as of June 30, 2024). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. For nearly 150 years, Univest has stayed true to our philanthropic spirit and the strength of our Committed To Local giving program is one of the things that differentiates us. In 2023, Univest donated $2.4 million to our local nonprofits and our employees volunteered more than 13,100 hours.
At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.
We are looking for a Loan Operations Post Closing Intern to join our Souderton based team in the summer of 2025. Please note, this will be full time and onsite in Souderton, PA.
Responsibilities
As a Loan Operations Post Close Intern, you will support the post-closing processes involved in the loan lifecycle. You will work closely with our experienced loan operations team to ensure that loans are processed accurately and efficiently while maintaining compliance with company policies and regulatory requirements.
This internship provides an excellent opportunity to gain hands-on experience in the financial services industry and develop key skills in loan documentation, customer service, and data analysis.
Assist in the review and verification of loan documentation post-closing to ensure accuracy and compliance with regulatory requirements and company policies.
Support the preparation and organization of loan files for final review and archiving.
Coordinate with internal teams to resolve any discrepancies or issues related to loan documents.
Conduct data entry and maintain accurate records in the loan processing system.
Help prepare reports related to loan performance and compliance for management review.
Participate in various projects aimed at improving loan operations processes and enhancing efficiency.
Provide support to team members in responding to internal inquiries regarding loan status and documentation.
Qualifications
Performs additional duties and or projects as required.
Currently pursuing a degree in Finance, Business Administration, or a related field (freshmen, sophomores, or juniors preferred).
Strong attention to detail and analytical skills.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
Ability to work independently and as part of a team.
Basic understanding of loan operations processes is a plus (but not required).
A proactive attitude with a willingness to learn and take on new challenges.
Hours - Monday - Friday from 8am - 5pm
#Univest
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Univest Financial Corporation (UVSP), has approximately $7.9 billion in assets and $5.0 billion in assets under management and supervision (as of June 30, 2024). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. For nearly 150 years, Univest has stayed true to our philanthropic spirit and the strength of our Committed To Local giving program is one of the things that differentiates us. In 2023, Univest donated $2.4 million to our local nonprofits and our employees volunteered more than 13,100 hours.
At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.
We are looking for a Loan Operations Post Closing Intern to join our Souderton based team in the summer of 2025. Please note, this will be full time and onsite in Souderton, PA.
Responsibilities
As a Loan Operations Post Close Intern, you will support the post-closing processes involved in the loan lifecycle. You will work closely with our experienced loan operations team to ensure that loans are processed accurately and efficiently while maintaining compliance with company policies and regulatory requirements.
This internship provides an excellent opportunity to gain hands-on experience in the financial services industry and develop key skills in loan documentation, customer service, and data analysis.
Assist in the review and verification of loan documentation post-closing to ensure accuracy and compliance with regulatory requirements and company policies.
Support the preparation and organization of loan files for final review and archiving.
Coordinate with internal teams to resolve any discrepancies or issues related to loan documents.
Conduct data entry and maintain accurate records in the loan processing system.
Help prepare reports related to loan performance and compliance for management review.
Participate in various projects aimed at improving loan operations processes and enhancing efficiency.
Provide support to team members in responding to internal inquiries regarding loan status and documentation.
Qualifications
Performs additional duties and or projects as required.
Currently pursuing a degree in Finance, Business Administration, or a related field (freshmen, sophomores, or juniors preferred).
Strong attention to detail and analytical skills.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
Ability to work independently and as part of a team.
Basic understanding of loan operations processes is a plus (but not required).
A proactive attitude with a willingness to learn and take on new challenges.
Hours - Monday - Friday from 8am - 5pm
#Univest
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
