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Loan Services Specialist
Loan Services SpecialistSouthside Bank • Tyler, TX, US
Loan Services Specialist

Loan Services Specialist

Southside Bank • Tyler, TX, US
[job_card.30_days_ago]
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  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Position Title :

Loan Services Specialist

Exempt Status :

Non-exempt, Full-time

Reports to :

Loan Operations Supervisor

Location :

Tyler, Texas or Fort Worth, Texas

Full-time Benefits :

  • Medical, Prescription Drugs, Dental, and Vision Insurance
  • Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment
  • 401(k) with a Match
  • Basic, Voluntary, and Dependent Life Insurance
  • Paid Time Off
  • Paid Bank Holidays
  • Workplace Wellness Programs
  • Employee Assistance Programs
  • Tuition Reimbursement

Job Summary :

The Loan Services Specialist is responsible for boarding complex new & renewed commercial, commercial real estate, commercial SWAP, participated and syndicated loans as well as consumer and mortgage loans to the core system. Additional duties include monitoring / servicing participated & syndicated loans, posting payments and advances, file maintenance, daily balancing and reporting.

Essential Functions :

  • Boards loans to the core system utilizing interfaces and manual processes.
  • Performs research, maintenance, troubleshoots and identifies solutions. Analyzes and address problems or issues as they arise, understanding when there is a sense of urgency. Has thorough understanding of how loans work, including the ability to calculate interest manually.
  • Perform post-booking quality control check to ensure boarding accuracy.
  • Process draws on lines of credit.
  • Process mail payments.
  • Maintain Credit Insurance totals and prepare month-end remittance report.
  • Process loan deferments / extensions.
  • Maintains confidentiality of all sensitive Bank information.
  • Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank’s mission, CORE Values, and Blue Book culture guide.
  • Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees.
  • Participates in proactive team efforts to achieve departmental and company goals.
  • Understands and agrees to abide by the policies and procedures established at Southside Bank.
  • Responsible for complying with audit policies and procedures as they pertain to this position.
  • Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank’s Information Security Program.
  • Must comply with all applicable laws and regulations.

    • Additional Functions :

  • Routine duties are performed with minimal supervision.
  • Complies with all safety policies, practices and procedures. Report all unsafe activities to supervisor and / or Human Resources.
  • Performs additional duties as assigned or directed.

    • Required Education / Experience :

  • High School diploma or general education degree (GED) and 3 to 5 years in related loan operations or similar area with emphasis on commercial lending.
  • Knowledge of bank loan documentation, loan core data input, and general ledger entries.

    • Necessary Skills :

  • Critical thinking and problem solving skills, with the ability to focus on detail work and accuracy while anticipating potential issues and next steps
  • Ability to read and decipher attorney prepared loan documents.
  • Ability to read and comprehend instructions, short correspondence, and memos.
  • Ability to write correspondence.
  • Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization
  • Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals.
  • Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
  • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
  • Ability to write routine reports and correspondence.
  • Ability to speak effectively before groups of customers or employees of organization.
  • Intermediate personal computer skills, including electronic mail, record-keeping, routine database activity, word processing, spreadsheet, graphics, etc.
  • Handle multiple tasks simultaneously.
  • Standard practices or procedures allow me to proceed alone at routine work.
  • Occasional work is checked while in progress.
  • Work is reviewed upon completion.

    • Physical Activity / Dexterity :

  • Manual dexterity sufficient to reach / handle items and work with fingers. Works with fingers and perceives attributes of objects and materials.

    • Physical Environment Demands :

  • Must be able to remain in a stationary position 90% of the time.
  • The person in this position needs to occasionally move about inside the office to visit other offices, conference rooms, office machinery, etc.
  • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone.
  • Constantly positions self to operate on a computer.
  • The person in this position frequently communicates with other people throughout each day. Must be able to exchange accurate information when conversing.

    • Working Conditions / Environment :

  • Well-lighted, heated and / or air-conditioned indoor office setting with adequate ventilation.
  • Moderate noise (e.g. business office with computers and printers, light traffic).

    • Work Schedule / Hours :

  • Monday through Friday; 8 : 00am – 5 : 00pm.
  • Available for overtime as needed.

    • Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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