Loan Origin Specialist

Job Qualifications/Requirements

• Education/Credentials: Level of college education. Credentials and/or licenses.
• Skills Required: Knowledgeable in Loan Operations policies and procedures. Knowledgeable in banking, regulations and State/Federal Regulations. Extensive knowledge in Laserpro and Fiserv System (core system). Excellent written and oral communication skills. Ability to interpret instructions and solve problems. Basic computer skills, including Microsoft Word, Excel, and Outlook.

Job Duties

• Understand loan structure and loan documentation.
• Prepare loan documentation for Commercial Real Estate Loan, C & I Loan, Consumer Loans, and SBA loan.
• Prepare/Validate Loan closing and funding in accordance with loan conditions and requirements.
• Process loan boarding in accordance with loan conditions and requirement for new loans including renewals, extensions, modification, and structures of complicated loans.
• Follow-up loan collateral & original signed loan documentation.
• Upload final signed loan documentation including CCR (or CCM) into Global Wave (GW).
• Clear daily non-post accounts/General Ledger balance/Wire account.
• Understand loan accounting system to perform boarding of new, renewals, extensions, restructures, and other changes and maintain accuracy of loan system.
• Process loan/general ledger tickets using online posting system modules (TMS and/or Block-Infra) for funding and fee related.
• Troubleshoot and resolve system / processing issues.
• Assist Loan Originations staff as needed.
• Attend trainings and seminars as assigned for continuing education.