Loan Operations Specialist

SUMMARY:
Book all Commercial, Consumer and Mortgage loans that are received in the department. Ensure all processes of this
function are completed in a timely manner with accuracy. Assist with customer inquiries as they come up. Assist in the
scanning project for all loans in the department.

RESPONSIBILITIES:
Booking of all loans on Finastra system for Commercial, Consumer and Mortgage:
• New loans
• Modifications
• Renewals
• Extensions
• Participation Loans
• Learn all documentation required when booking a loan
• Initial tickler setup
• File assembly for each type of loan
• Scanning each loan

Board Reporting:
• Fill out the appropriate reports for all board reporting
• Follow department processes for other board and monthly reporting

Loan File Maintenance:
• Update any changes to the Finastra system required
• Including insurance, financials, miscellaneous addenda’s, tickers, UCC information, coding. etc.
• Scan all maintenance to the appropriate loan and folder

Procedures:
• Assist in the maintenance of procedures for all bookings and checklists
• Assist in any maintenance of general department procedures
• Take ownership of job function and ensure procedures and checklists are up to date

Customer Service/Research:
• Handle phone calls and e-mail received
• Use the Bill Matrix system to take loan payments

Other duties as assigned by Management
• Will be cross trained with the Documentation associate

May assume other responsibilities and/or requirements as business objectives impose.

You can email your resume here