Loan Operations Specialist
About The Position
The Loan Operations Specialist processes loan requests of all types in accordance with bank and regulatory guidelines. The role prepares loan documentation in LaserPro, processes documents and customer copies within regulatory timelines, and coordinates supporting requirements such as flood determinations, appraisals, title work, flood packets, and internal checklists. The specialist works with Loan Officers, Loan Assistants, and Loan Operations to ensure files comply with Bank, federal, and state policies and procedures. The position also performs loan maintenance, responds to department calls, reviews and organizes loan files, monitors exceptions, and supports other departmental work as assigned. The position reports to the Loan Operations Manager and operates in a clerical office setting. It is largely sedentary but involves some filing and related movement, including lifting files, opening filing cabinets, and bending or standing on a step stool as necessary. Standard office equipment is routinely used.
Responsibilities
- Prepare loan documentation in LaserPro for Consumer, Commercial, Consumer Real Estate, Commercial Real Estate, and Agricultural loans.
- Process loan documentation and mail customer copies within regulatory timelines.
- Prepare appropriate loan documents outlining loan requirements.
- Order flood determinations, engage appraisers, order title work from an attorney or title company, prepare flood packets, and complete required internal checklists.
- Work with Loan Officers, Loan Assistants, and Loan Operations to ensure files comply with Bank, federal, and state policies and procedures.
- Prepare Change Circumstance documentation within LaserPro when applicable.
- Perform loan maintenance, including address changes, loan payments, draw requests, payoff requests, and other maintenance requests.
- Answer department calls and provide customer service to internal and external callers.
- Review and organize closed loan files before they are booked.
- Review loans booked the previous day for errors.
- Maintain and work the loan exception list.
- File loan folders and documents as needed.
- Research or retrieve requested files as needed.
- Assist with special projects as needed.
- Cross-train within the department.
- Complete required training classes.
- Perform other miscellaneous duties as assigned by the supervisor.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
