Loan Operations Representative II

FitzGerald Financial Group - Division of TowneBank Mortgage • Suffolk, VA

6d

About The Position

TowneBank is a relationship and friendship driven local bank focused on basic
human values that will serve to create a warm sense of belonging and financial
well-being among our family of members.  We are seeking a Loan Operations
Representative who is responsible for daily loan booking and loan maintenance
activities, assorted clerical loan related tasks while providing exquisite
customer service to both internal and external members.

Requirements

• High School Diploma or Equivalent Education
• Previous experience with loan document preparation, booking, or review.
• Strong customer service skills in person, on telephone, and through email
• Must be able to work independently, use logic and judgement to make appropriate decisions, and work well under pressure to meet monthly deadlines
• Proficient in Outlook and Microsoft Office products

Nice To Haves

• Education with an emphasis in banking/finance or accounting
• Previous experience with the Bank core system

Responsibilities

• Monitor daily work queues to review for accuracy and process new loan bookings to the Bank core system.
• Monitor daily work queues to review for accuracy and process loan maintenance to the Bank core system.
• Provide exquisite service to both internal and external members, focusing on providing guidance quickly to internal members requiring loan support.
• Process monetary and clerical functions as needed to loan accounts.
• Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)
• Other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees