Loan Operations Specialist/Post Approval

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Loan Operations Specialist/Post Approval

@ JD Bank

Essential Duties and Responsibilities will include any of the following:

Primary:

• 1. Laser Pro
  • Review completed loan documents for compliance and documentation accuracy via multiple LOS.
• 2. Loan Booking
  • Reconcile all undisbursed Loans in Process (ULIP, Mortgage Loan Warehouse accounts and Serviced Participation Loan general ledger accounts on a daily basis.
  • Book/process all loans as requests are received.
  • Review and make necessary corrections to transaction and exception report.
• 3. Maintenance
  • Review system generated reports with loan documents to verify the accuracy of new loans boarded to the bank’s core system.
  • Perform various loan maintenance via Help Desk to maintain correct system functionality.
• 4. Insurance and Escrow
  • Maintain insurance policy records by collecting proof of insurance, processing insurance payments, and managing compliance.
  • Oversee all escrow accounts to ensure insurance and taxes are current. 
• 5. Post Approval Review and Post Closing File Review
  • Conduct an accurate and timely review of credit and collateral loan packages prior to loan funding to assist in the location and correction of any documentation exceptions or regulatory violations.
  • Conduct an accurate and timely review of credit and collateral loan packages post loan funding to assist in the location and correction of any documentation exceptions or regulatory violations.
•  6. Software Administration Assistance
  • Maintain current knowledge of compliance and regulatory changes.
  • Assist with creating or modifying users and loan products as required in vendor provided software.
  • Assist with, or conduct, end user training for vendor provided software.
  • Monitor open or un-resolved technical support issues with vendors to keep management current on any issues.

Secondary:

• Adherence to and support of all compliance and BSA/AML rules and regulations related to this job function. 
• Performs other duties that may be assigned by Management.

Other Duties and Responsibilities:

• Answer phone calls.
• Provide an exceptional level of service to branch personnel, bank vendors, and bank customers.
• Provide support and back-up assistance for additional areas in the Loan Operations Department.
• Cross-training in additional areas in the Loan Operations Department.
• Assist in completion of “Special Projects”.

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Qualifications:

Education and Experience:

• College degree in accounting, finance or business. In lieu of a college degree, five years of loan documentation experience.  
• Must be trained in Microsoft Office (Word, Excel, and Outlook) or equivalent processing systems.
• At least one year of experience in loan accounting systems and processes.

Preferred Skills:

• Experience in operating a personal computer.
• Trained in operating general office machines.
• Knowledge of documents related to the lending area of the bank.
• Must possess excellent communication (both written and verbal) and organizational skills.
• Ability to organize and prioritize work without direction from supervisor.
• Ability to handle high pressure and high volume of work.
• Ability to multi-task and handle multiple tasks, shifting priorities as required.
• Exceptional customer service skills.

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How to Apply:

Apply online at https://jdbank.com/careers/ 

Visit Site to Apply