Loan Operations Processor

Valley Bank of Kalispell•Kalispell, MT

9d•$20 - $23

About The Position

The Loan Operations Processor supports lending staff by processing construction draws and insurance payouts, balancing multiple general ledger accounts, and serving as a point of contact for customer inquiries. The position is in the Lending Department and reports to the Head of the Real Estate Department. The role also includes loan monitoring, preparing payoff quotes and morning reports, reviewing exceptions and loan-related documents, providing customer service, and performing filing and notary duties. Work involves regular computer use and moving about the branch to access files and office equipment.

Requirements

Commitment to provide exceptional customer service.
Knowledge of banking products and services.
Strong communication skills.
Ability to work independently.
Detail-oriented.
Good organizational and time-management skills.
Flexible and adaptable to a changing environment.
Knowledge of Windows computer environments.
Basic knowledge of Microsoft Outlook, Excel, and Word.
Ability to work in a fast-paced, multitasked environment.
Ability to perform daily computer work for six or more hours.

Nice To Haves

Loan processing related experience.

Responsibilities

Process construction draws and FBO account draws, collect W-9 information, handle 1099 reporting, produce lien waivers, and coordinate construction inspections.
Process insurance payouts from escrow accounts, update loan files with new insurance information, and update note ticklers.
Monitor and balance multiple general ledger accounts.
Prepare payoff quotes.
Review transaction exceptions and note exceptions.
Review coupon orders.
Prepare adverse actions.
Perform loan monitoring.
Balance private mortgage insurance (MGIC) monthly and send annual notices.
Review appraisals and certified market analyses.
Prepare morning reports.
Answer phones and assist walk-in customers.
Perform notary public duties.
File documents.
Handle reconveyances.