Loan Operations Specialist

Description Title: Loan Operations Specialist Location: OC Reports to: Account Servicing Supervisor Job Summary Under the direct supervision of an Account Servicing Department Supervisor, it is the basic responsibility of the Loan Operations Specialist to input and maintain customer’s loan account information within the bank’s database, track supporting documents, and balance related internal accounts through the consistent use of best practices for compliance, accuracy, completeness, timeliness, and other relevant measures of quality. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Duties/Responsibilities Add and release loan collateral holds on deposit accounts pursuant to loan documents and release authorizationsEnter real estate collateral information into property tax tracking databaseAnalyze Escrow accounts on an annual basisVerify completeness and accuracy of Synergy document database for deposit and loan accounts which may be input and modified at all bank locationsReceive loan files and update appropriate workflowHandle routine inquiries made by customers or other bank employees in an efficient and courteous mannerAdhere to sensitive deadline and time constraintsPerform all necessary duties to ensure effective workflow and effective realization of total department goals Requirements Required Skills/Abilities: Ability to exhibit our core values; Integrity, Enthusiasm, Accountability, Excellence, Customer First, Professionalism, and Respect.Ability to identify and report risks that could impede the reputation, safety, security, or financial success of the bank. Must work well within a team and help create a positive team environmentAbility to communicate effectively with customers as well as other employeesExcellent organizational skillsMust be capable of performing multiple tasks on a regular basisProblem SensitivityCommitment to QualityExercise a willingness and commitment to adhere to the bank’s core values.Ability to identify and report risks that could impede the reputation, safety, security, or financial success of the bank. Education And Experience Associate degree preferredBookkeeping/banking experience may compensate for formal educationMicrosoft Word and Excel experience