Description

Title: Loan Operations Specialist

Location: OC

Reports to: Account Servicing Supervisor

Job Summary:

Under the direct supervision of an Account Servicing Department Supervisor, it is the basic responsibility of the Loan Operations Specialist to input and maintain customer’s loan account information within the bank’s database, track supporting documents, and balance related internal accounts through the consistent use of best practices for compliance, accuracy, completeness, timeliness, and other relevant measures of quality.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Duties/Responsibilities:

Add and release loan collateral holds on deposit accounts pursuant to loan documents and release authorizations
Enter real estate collateral information into property tax tracking database
Analyze Escrow accounts on an annual basis
Verify completeness and accuracy of Synergy document database for deposit and loan accounts which may be input and modified at all bank locations
Receive loan files and update appropriate workflow
Handle routine inquiries made by customers or other bank employees in an efficient and courteous manner
Adhere to sensitive deadline and time constraints
Perform all necessary duties to ensure effective workflow and effective realization of total department goals

Requirements

Required Skills/Abilities:

Ability to exhibit our core values; Integrity, Enthusiasm, Accountability, Excellence, Customer First, Professionalism, and Respect.
Ability to identify and report risks that could impede the reputation, safety, security, or financial success of the bank.
Must work well within a team and help create a positive team environment
Ability to communicate effectively with customers as well as other employees
Excellent organizational skills
Must be capable of performing multiple tasks on a regular basis
Problem Sensitivity
Commitment to Quality
Exercise a willingness and commitment to adhere to the bank’s core values.
Ability to identify and report risks that could impede the reputation, safety, security, or financial success of the bank.

Education and Experience:

Associate degree preferred
Bookkeeping/banking experience may compensate for formal education
Microsoft Word and Excel experience

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