Loan Record Retention & QA Specialist I

Summary

Perform a variety of duties to support the credit and loan operation; coordinate work within the department as well with other departments; interacting with and communicating information to loan operations management, commercial banking staff, accounting department and loan review; complying with operating policies and procedures established for loan operations.

Essential Functions

• Responsible for imaging and reviewing all onset and post-servicing loan documentation utilizing Synergy and loan origination system. Understand the purpose of loan documents and the requirements based on collateral types.
• Responsible for verifying the accuracy of loan documents imaged or uploaded into Synergy and/or loan origination system are categorized and indexed accordingly.
• Responsible for maintaining and keeping audit of files being imaged/uploaded utilizing the loan origination system.
• Responsible for the ongoing filing, archiving, and retention of all loan and collateral imaged files in accordance with set retention periods.
• Responsible for the ongoing upkeep the credit/lending vault.
• Responsible for gathering outstanding tracking item exceptions of recorded documents items utilizing public records county web sites.
• Responsible for processing daily partial and paid-out loan releases.
• Perform loan related address changes on the core system.
• Utilize various reporting tools and loan origination system to efficiently ensure accuracy of all booked loans.
• Perform additional loan research as necessary.
• Provide proactive support to lending and credit staff.
• Effectively communicate and coordinate with lending staff and management to ensure the accuracy and integrity of all documents for optimal performance and smooth transition from origination to post-funding servicing.
• Carries out responsibilities with professionalism and respect for others and within the Bank’s policy; as well to ensure compliance with Federal, State and Banking Regulations.
• Other duties and responsibilities as assigned. 

Required Education, Experience, Skills

• Prior banking experience; knowledge loan and collateral documents preferred.
• Knowledge of Microsoft programs, Adobe and browser based applications.
• Ability to effectively communicate with others.
• Excellent organizational and time management skills.
• Must be detail oriented and able to work under pressure.

Equipment Used

• Standard office equipment such as computers, phones and photocopiers

Supervisory Responsibility

• N/A

Working Conditions/Physical Requirements

• Office setting

WestStar is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including gender, race, ethnicity, disability, or veteran status.