Loan Administration Float

About the role

Floats between the Loan Processing Department and Loan Operations Department to assist in generating loan documents, imaging loan packages, setting up loans on the bank’s core system and performing loan verifications as needed. Southern Bank team members are a family, rooted in the communities we serve and working together to be the best in our industry, utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals. Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations. Core competencies include: Family & Trust – building relationships based on trust and mutual respect; Rooted & Service – serving customers, communities and teams with purpose, professionalism and respect; Innovation & Strength – fostering collaboration, continuous improvement and visionary thinking; Adaptability – maintaining effectiveness amid change; Applied Learning – assimilating and applying new job-related information; Quality Orientation – attending to all aspects of tasks and processes.

Responsibilities

• Creates loan documents for all types of loans (consumer and individual commercial) in a timely manner according to bank and regulatory guidelines
• Checks and insures that all proper authority has been received to create the documents
• Inputs the new loan information and new customer information into the core system
• Maintains the document tracking for certain loans
• Assists in imaging loan packages for all Loan Processing staff
• Assists in loading release fees to core system
• Would train on processing other types of loans if time allows and once the team member is fully knowledgeable on the two types of loans listed above
• Assists with loan verifications
• Assists with miscellaneous other job duties between Loan Processing and Loan Operations

Requirements

High school diploma or general education degree (GED)

Qualifications

• Previous experience/job knowledge in loan processing or loan-related functions is preferred but not required
• Good interpersonal communication and computer skills
• Highly attentive to detail and able to multi-task in a fast paced environment
• Strong typing skills