Back to search
Summary:
Book/board closed and funded loans to the bank’s core accounting system. The activity may be done manually or via an automated upload from a loan platform. Ensure that the loan is boarded in a timely and accurate manner.
Â
Essential Duties and Responsibilities:
- Book loans to the core system in a timely and accurate manner, within established turnaround times
- Ability to interpret LOS generated and attorney prepared loan documents
- Perform a next day review of key critical fields for loans booked by other loan specialists to ensure accuracy in a timely and accurate manner, within established turnaround times
- Properly process loan disbursements into the core and initiate payment of fees, etc. as necessary
- Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity
- Other duties as assigned by management
Qualifications Â
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
- High School diploma or equivalent. College degree or coursework in finance or related studies is a plus
- Two years’ experience in loan operations, loan review or similar jobs
Â
Skills and Abilities Â
- Demonstrated excellent verbal and written communication skillsÂ
- Critical thinking, strong attention to detail with ability to multi-task
- Ability to provide a positive experience for customers, both internal and external, and act in a professional manner
- Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information
- Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures
Learn more about this Employer on their Career Site
