Loan Operations Assistant Manager

CITIZENS BANK OF EDMONDEdmond, OK
14dOnsite

About The Position

The purpose of this job is to manage the overall workflow within the department, prepare loan documentation within the loan platform system, review loan documents for compliance, accuracy, and completeness. Review loans on core and assist with daily functions of Loan Operations.

Requirements

  • Bachelor's degree in business, finance, or a related field; or equivalent professional experience or education.
  • Minimum of three to five years of experience working in a financial institution setting.
  • Knowledge of lending compliance laws and regulations.
  • Working knowledge of the principles of loan documentation and perfection of security interests.
  • Strong decision-making and analytical skills
  • Excellent interpersonal, verbal, and written communication skills.
  • Extremely detail oriented with good organizational skills.
  • Computer literate with the ability to learn to use specialized lending software programs
  • Commitment to policy and regulatory adherence.

Responsibilities

  • Manage the workflow within both the Loan Ops and CDP department.
  • Review loans on core for completeness and accuracy.
  • Prepare loan documents in accordance with policy and loan approval.
  • Review centrally prepared loan documents prior to closing for accuracy, completeness, and compliance with laws, regulations and bank policy.
  • Work directly with all loan departments (loan officers, credit analysts, and loan assistants)to aid the facilitating loan closings.
  • Maintain an accurate loan policy waiver report.
  • Maintain an accurate loan-to-value exception report.
  • Maintain an accurate tracking of HMDA reportable transactions to be reported on the bank's LAR.
  • Assist lending staff, at all levels, with compliance questions.
  • Assist in Scanning and Indexing documents into Synergy
  • Assist with loan advances, loan payments, and research
  • Assist with booking and selling secondary market loans
  • Assist with tracking exceptions
  • Performs other duties as assigned and directed by management
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