Loan Origin Senior Officer

About the Role

Support manager responsible for managing all activities related to loans, including preparation of loan documentation, closing, funding, boarding, collateral monitoring, payment posting, life-of-loan servicing, and customer service. This role supervises department workflow and loan origination staff while ensuring compliance with current policies and procedures.

Responsibilities

• Supervise department workflow and loan origination staff.
• Ensure all current policies are implemented and followed.
• Review procedures and recommend changes to increase efficiency and productivity.
• Provide guidance, motivation, and training to Loan Operations officers and staff for career growth.
• Act as a liaison between various lending departments to ensure accuracy and completeness of information.
• Process and review loan documentation, closing, funding, and boarding.
• Upload and review final signed loan documents, including CCR (or CCM), into Global Wave (GW).
• Perform collateral follow-up and review.
• Review daily non-post account/GL balance.
• Troubleshoot and resolve system/processing issues.
• Process, service, and resolve escalated customer service issues.
• Understand loan accounting systems to perform boarding of new loans, renewals, extensions, restructurings, and other changes while maintaining accuracy.
• Process and approve loan/general ledger tickets using online posting system modules (TMS and/or Block-Infra) for funding and fee-related activities.
• Call back daily new loans, renewals, extensions, and modifications; clear non-post accounts/GL balances; and research outages in general ledgers and loans.
• Self-process and review loan documentation, closing, funding, and boarding.
• Assign, approve, and review loan documentation, closing, and boarding.
• Assist senior officers and loan operations staff as needed.
• Assist the manager with department and bank projects, including planning, testing, validating, vendor communications, and cross-training.
• Assist in creating and monitoring department procedures and manuals covering functional responsibilities.
• Assist the manager with vendor management cooperation.
• Attend trainings, meetings, and seminars for continuing education.
• Provide mentoring, training, and assistance to new and existing team members.

Requirements

• Extensive knowledge of Loan Operations policies and procedures.
• Extensive knowledge of banking, regulations, and state/federal regulations.
• Extensive knowledge of the Fiserv System.
• Experience with loan database software (Navigator) and loan documentation program (Laser Pro).
• High level of ethical behavior and adherence to the Code of Conduct.
• Strong organizational ability with supervisory and management skills.
• Ability to study and apply new information.
• Ability to work accurately with close attention to detail.
• Ability to maintain confidentiality of sensitive information.
• Ability to work collaboratively with co-workers and customers with punctuality and accuracy.
• Professional work ethic that includes neatness, punctuality, and accuracy.
• Professional appearance and demeanor.
• Excellent written and oral communication skills; ability to communicate effectively and project a professional image.
• Ability to respond effectively to sensitive inquiries or customer complaints.
• Ability to interact effectively with all levels of bank personnel, departments, and customers.

Preferred Skills

• Ability to remain flexible and adapt to changes in the work environment.
• Ability to take initiative and prioritize tasks; good time-management, problem prevention, and problem-solving skills.
• Ability to make effective and persuasive speeches and presentations on complex topics to top management, employees, regulators, or board members.
• Ability to interact effectively and efficiently with internal and external auditors.

Pay

The salary range for this full-time position is $70,000 - $75,000 annually, plus bonus and benefits.