Jobs · Finance · Mississippi

Loan Ops Document Processing Specialist II - 2226

BankPlus · Ridgeland, MS · 1 mo ago
FinanceFull-time

About the Role

The Document Processing Specialist II is responsible for accurately processing all loan documents using DecisionPro, NCino, and LaserPro software and uploading to Jack Henry Silverlake. This includes handling complex loans such as crop loans, commercial and consumer real estate loans, stock loans, life insurance and equipment, A/R, and inventory loans.

Responsibilities

  • Process new, renewed, extended, or amended loans in LaserPro software.
  • Download customer information from Jack Henry Silverlake or DecisionPro into LaserPro software.
  • Input application/collateral information into LaserPro software.
  • Save required documents to the requesting branch's S Drive.
  • Utilize the Interface system to upload information into Jack Henry Silverlake.
  • Order coupon books and set up transfers.
  • Manually enter additional information not included in the Interface system, such as income, credit score, collateral code, lien position, current collateral descriptions, HMDA code, etc.
  • Serve as backup for the Document Processing Specialist I position.
  • Work weekly and/or daily reports.
  • Process loans with accuracy, consistency, and in a timely manner.
  • Request additional work from supervisor as time allows.
  • Attend training seminars and continuing education programs.
  • Assist with special projects as assigned.
  • Perform all other duties as assigned.
  • Maintain a thorough knowledge of Bank products, services, policies, procedures, and appropriate regulatory issues related to daily job functions, including but not limited to: Bank Secrecy Act, Privacy Act, Fair Lending Act, and Regulation E.
  • Complete required compliance training and adhere to the Bank's standard of conduct.
  • Participate in the bank's High-Performance Rewards Connections program.
  • Make referrals to Mortgage Center and Wealth Management.

Requirements

  • Associate degree or a minimum of two years' experience.
  • One year of banking experience and one year working with loan documents, preferably with real estate loans.
  • General computer and typing experience with Microsoft Office Suite, including Excel, Word, and Outlook.
  • Excellent verbal and written communication skills.
  • Ability to make difficult decisions and handle multiple tasks.
  • Willingness to work outside of regular business hours as necessary.
  • Driving and occasional travel as needed for business purposes.

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