Business Loan Servicing Specialist

EVERENCE SERVICES, • East Lampeter Township, PA

5d • Onsite

About The Position

Provides administrative, documentation, processing, and servicing support for the Business Lending team and other lending functions as needed. Delivers professional, high-quality service to internal and external members, clients, and team members. Supports loan officers and credit analysts throughout the lending process, including loan origination, underwriting, processing, closing, and servicing.

Requirements

• High school diploma or equivalent
• 2 years loan servicing experience preferred
• Strong interpersonal, leadership, and supervisory skills
• Excellent communication and public relations skills
• Thorough understanding of lending and deposit programs, policies, and procedures, as well as related legal requirements
• Solid math and strong technology/computer skills
• Ability to maintain confidentiality
• Ability to analyze accounts and loan requests
• Strong attention to detail and organizational skills
• Ability to assist others and collaborate effectively as part of a team
• Problem-solving and decision-making skills
• Ability to maintain an effective and efficient workflow
• Professionalism, honesty, integrity, and active listening skills to build rapport and effective relationships
• Adaptability to change workflows to remain productive during fast-paced periods
• Alignment in supporting the Everence mission of empowering financial well-being for faith-inspired living

Responsibilities

• Provide effective support for all phases of business loan processing and servicing.
• Prepare business loan documents for processing in accordance with established policies, procedures, and regulatory requirements using LaserPro.
• Prepare and distribute the monthly LaserPro/Finastra activity report.
• Assist with verifying the due diligence required to close business loans.
• Support ongoing loan servicing and account follow-up including; rate changes, insurance and collateral tracking, tax monitoring, covenant tracking, site visit tracking, member/client inquiries, loan system maintenance, and other duties as needed.
• Review business loan files to ensure compliance with applicable internal policies, procedures, external requirements, and regulations.
• Review of new business loan documents for compliance.
• Ensure all mortgages are recorded and UCCs are filed in a timely manner.
• Maintain the proper order and sequence of loan files for document imaging.
• Follow up with loan officers regarding document or loan exceptions.
• Assist with HMDA reporting.
• Assist with the processing and due diligence of business loan modifications.
• Assist with booking new business loans in CBX.
• Record minutes for Business Loan Committee meetings.
• Support Everence Association church loan processing and servicing.
• Assist with verifying the due diligence required to close church loans.
• Prepare church loan documents for processing in accordance with established policies, procedures, and regulatory requirements using LaserPro.
• Book church loans in Precision LM.
• Serve as backup support for the church loan servicing team.
• Establish and maintain effective, professional relationships and clear communication with internal teams, external members, and clients.
• Perform related duties and complete special projects assigned.
• Keep work area(s) clean, secure, and well-maintained.
• Provide support to the Loan Servicing Manager as needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED