HMDA/Loan Operations Specialist (Full-Time - Non-Exempt)

Peoples Bank and Trust • McPherson, KS

6d • Onsite

About The Position

ROLE The HMDA/Loan Operations Specialist is responsible for the bank’s mortgage data that is collected and reported in accordance with HMDA regulatory requirements. ESSENTIAL FUNCTIONS This position is responsible for the following functions: Loan Documentation and Reports Facilitate the collection of HMDA data from mortgage, consumer, and commercial loans Collaborate with Compliance Department to ensure accuracy of HMDA LAR Prepare and submit annual HMDA LAR Verify accuracy of documentation for various loan types Provide branch support for questions and account research Maintain knowledge of loan policies and procedures Coordinate with management to communicate and train employees on HMDA requirements Customer Service Demonstrate a commitment to PBT’s customer service philosophy Provide courteous service to loan and deposit customers in person, over the phone, and through email communications Various other duties as assigned

Requirements

• High School Diploma or equivalent required
• Knowledge of loan services offered by Peoples Bank and Trust
• Understanding of all PBT policies and procedures related to loan services provided
• Knowledge of reports required to maintain and review HMDA data submissions
• Attention to detail
• Strong written and verbal communication skills
• Effective collaboration and ability to function well within a team setting
• Self-motivation
• Self-management
• Ability to consistently follow through on tasks
• Problem solving
• Organized
• Analytical
• Positive attitude
• Interpersonal skills
• Customer service
• Time management
• Computer literacy
• Strong ability to multi-task
• Applied leadership
• Mentoring/training
• Ability to speak effectively and communicate clearly
• Ability to hear average conversations at a standard level in an office environment around other customers and bank personnel
• The employee is regularly required to type throughout the day
• The employee is regularly required to use hands to type and maneuver a mouse
• Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and the ability to adjust focus with 20/20 vision (with or without the assistance of eyeglasses/contacts)
• The employee must occasionally lift and/or move up to 20 pounds (unassisted) as well as stand, sit, bend, kneel, squat, and walk for long periods of time
• Ability to deal with a variety of variables under only limited standardization.
• Strong numeric capabilities; Ability to add, subtract, multiply, and divide in all units of measure using whole numbers and common fractions.
• Ability to read, analyze, and interpret documents.
• Ability to communicate clearly.

Nice To Haves

• 5+ years banking experience preferred
• HMDA-related experience preferred

Responsibilities

• Facilitate the collection of HMDA data from mortgage, consumer, and commercial loans
• Collaborate with Compliance Department to ensure accuracy of HMDA LAR
• Prepare and submit annual HMDA LAR
• Verify accuracy of documentation for various loan types
• Provide branch support for questions and account research
• Maintain knowledge of loan policies and procedures
• Coordinate with management to communicate and train employees on HMDA requirements
• Demonstrate a commitment to PBT’s customer service philosophy
• Provide courteous service to loan and deposit customers in person, over the phone, and through email communications

What This Job Offers

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