Loan Business Analyst

Bell BankFargo, ND
4d

About The Position

This position is responsible for loan operations projects and application expertise, including but not limited to, common file changes, software application upgrade testing, researching loan application issues, reporting and training. This position requires ongoing analysis of processes for efficiency and serves as liaison between loan operations and all business partners.

Requirements

  • B.A. / B.S. or equivalent work experience.
  • Two or more years of experience in bank operations.
  • Working knowledge of rules, regulations and policies relating to loan operations processes.
  • Strong organizational, research and analytical skills and attention to detail required.
  • Excellent verbal and written communication skills.
  • Ability to prioritize, work independently and meet established deadlines
  • Ability to provide professional support and portray a positive image of the department and bank in all circumstances.
  • Knowledge of and proficiency in using personal computers and related software programs including, but not limited to, Windows and Microsoft Office.

Responsibilities

  • Responsible for loan operations projects using designated tracking processes, providing updates and assuring project deadlines and regulatory requirements are met.
  • Research and understand all systems used by Loan Operations, providing support or recommendations for improvement.
  • Responsible for system upgrades/releases with responsibility for testing, analyzing loan operations needs and communicating updates and/or changes.
  • Coordinate system issues with the IT department and/or specific vendors.
  • Provide subject matter expertise regarding common file settings, partnering with deposit operations to perform testing and implement changes.
  • Responsible for loan operations reporting needs through creating and modifying recurring reports to ensure efficiencies, and preparing ad-hoc reports as requested.
  • Complete end-of-year processing requirements including, but not limited to, reporting review, tax forms, correspondence, project tasks, maintenance and verification.
  • Create and maintain procedures for department functions.
  • Provide subject matter expertise for bank-wide projects.
  • Participate and/or lead project meetings.
  • Ensure processing issues are resolved timely to maintain established service levels.
  • Continually analyze loan operations processes for potential efficiency.
  • Provide courteous, prompt and accurate resolution to co-workers and customers.
  • Maintain working knowledge of loan business specialist/quality analyst tasks and assist as applicable.
  • Research and provide audit information as directed by the loan business process manager.
  • Follow established policies and procedures, accurately and efficiently to meet team quality standards.
  • Work flexible hours to support the department needs to include after hours and weekends, if necessary.
  • Know by name and face as many customers and employees as possible, calling them by name as often as possible.
  • Know and practice LOCBUTN, our Golden Rules, and Bell Bank Customer Service Standards.
  • Know, understand, and live the company values and bottom line.
  • Conduct activities consistent with established Bell Bank policies, procedures and systems, the Bell Bank Employee Conduct policies, the Bank Secrecy Act and all applicable State and Federal laws and regulations.
  • All employees are responsible for information security including compliance with policies and standards which protect sensitive information.
  • Prompt and reliable attendance.
  • Perform other duties as assigned.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service