Loan Operations Specialist

About the role

Join a team focused on different aspects of the post-closing loan lifecycle including funding, boarding, servicing, and payoff. Work with third-parties, lending teams, and other operational departments to ensure excellent internal and external customer service.

Responsibilities

• Process all monetary aspects of funding loans including initial and subsequent disbursements, other types of draws, and processing of transactions associated with purchased and sold participations.
• Reconcile general ledger and operational accounts.
• Review loan documentation for completeness and accuracy to book loans and credit cards to the core processing system and onboard the loan into other applications and internal tracking systems.
• Identify critical original documentation needed for preservation and loan maintenance and monitoring pursuant to loan documentation and other lending guidelines.
• Handle all aspects of servicing loans and credit cards including customer service, loan and collateral maintenance (rate/payment changes, availability, calculation and billing of additional fees, insurance, taxes, trailing documents, etc.).
• Administer loan escrow accounts and payments, payoff requests, lien releases, credit bureau reporting, and tasks associated with tax reporting.
• Perform other duties as assigned.

Requirements

• High School Diploma required; Associate's or Bachelor's degree preferred.
• Minimum of one (1) to three (3) years in loan operations, servicing, or banking.

Skills

• Excellent verbal and written communication skills.
• Proven experience working in a fast-paced, high-volume, customer-centric environment.
• Effective time management and problem-solving skills with strong attention to detail and critical thinking.
• Proficient in the use of technology including loan origination and core banking systems.
• Detail-oriented and well-organized.
• Ability to work both independently as a self-starter and in a collaborative team environment.
• Motivated and open to change.
• Proficient with Microsoft Office products.
• Familiarity with Google-based products (Gmail, Google Drive, etc.) preferred.
• Experience with Salesforce, nCino, or FIS Bankway is a plus.

Benefits

• Annual paid volunteer time off.
• Charitable-matching opportunities.
• Voted a Best Bank to Work For by American Banker for multiple years.
• Opportunities for professional growth and career path development.

Schedule

Able to work a flexible work schedule including overtime as well as travel as needed.