Loan Operations Specialist

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.

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

• 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