Loan Operations Specialist I / II

Loan Operations Specialist I / II

Loan Operations Specialist I

DEPARTMENT : Loan Department

REPORTS TO : Loan Operations Assistant Manager

SUPERVISES : None

FLSA : Non – Exempt STATUS : Full Time

EEO Classification : 5 Administrative Support Workers

JOB GRADE : F

HOURS : Regular full-time 40 hours. Additional hours may be required.

SUMMARY : Works closely with the loan operations team to create and maintain an accurate and efficient loan servicing environment. Completes assigned tasks independently within established timeframe. Protects the assets of the bank and shareholders' interest by thoroughly reviewing commercial, consumer, and mortgage loan files for accuracy and completeness. Provides excellent customer service experience for both external and internal customers. Operates and accomplishes shared goals of the department and the Bank. Consistently maintains a positive demeanor and displays excellence in service, showing courtesy, tact, and discretion.

EDUCATION & EXPERIENCE :

• High school diploma or equivalent. Associate degree in business, accounting or related field is helpful, but not required.
• Minimum of one year of banking experience is preferred.
• Proficient with Microsoft Office Products.
• Experience with Jack Henry core system is preferred.
• Strong focus to job at hand, attention to detail, strong proven organizational skills, and a self-starter is critical.
• Ability to prioritize multiple demands in a high-pressure environment while maintaining professionalism.
• Ability to think practices and processes through, problem solve, and provide resolutions.
• Willingness and ability to own a project; routing the necessary and required components to a complete and compliant conclusion.
• Excellent interpersonal, written, and verbal communication skills.

ESSENTIAL DUTIES & RESPONSIBILITIES MAY INCLUDE :

Answer external and internal customer telephone, email, and online inquiries concerning loan questions and concerns and make take appropriate action which include but not limited to :

COMPETENCIES : To be successful in this position, an individual should possess and demonstrate the following competencies at the highest level.

ADA REQUIREMENTS : Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25 lbs. The requirements listed above are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.

This job may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions and duties may be modified when deemed appropriate by management.

REV. 02 / 08 / 2024 AM EOE / Minorities / Women / Vets / Disabled

Loan Operations Specialist II

DEPARTMENT : Loan Department

REPORTS TO : Loan Operations Manager, VP

SUPERVISES : None

FLSA : Non - Exempt STATUS : Full Time

EEO Classification : 5 Administrative Support Workers

JOB GRADE : G

HOURS : Regular full-time 40 hours. Additional hours may be required.

SUMMARY : Works closely with Loan Operations Manager in processing, balancing, managing and servicing the various accounts associated with the loan operations function.

EDUCATION & EXPERIENCE :

ESSENTIAL DUTIES & RESPONSIBILITIES MAY INCLUDE :

COMPETENCIES : To be successful in this position, an individual should possess and demonstrate the following competencies to perform the essential functions of this position.

ADA REQUIREMENTS : Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25 lbs. The requirements listed above are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.

This job may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions and duties may be modified when deemed appropriate by management.

REV. 08 / 04 / 2020 TG EOE / Minorities / Women / Vets / Disabled

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