Loan Operations Specialist

Sunwest Bank • Meridian, ID

4d

About The Position

The Loan Operations Specialist is responsible for performing all servicing and operational aspects relative to the loan portfolio. The position will partner with all business within the Bank to offer exceptional customer service to both internal and external customers.

Requirements

• Ability to provide courteous, knowledgeable and professional customer service both in person and on the telephone.
• Strong skills operating a personal computer including Microsoft Word, Microsoft Excel, Microsoft Outlook and navigating the internet.
• Ability to perform accurate data input into a variety of software.
• Knowledge of loan processing practices, methods and procedures.
• Knowledge of Commercial, Real Estate and Consumer loan files and documents.

Responsibilities

• Ensure timely completion of payment processing
• Verifies completeness and accuracy of all loan files with necessary documentation and signatures
• Process Non-Accrual and charge-off transactions
• Review Outside Council Loan Documents
• Process loan recoveries
• Process incoming demand requests, incoming wires and payoffs, release of collateral.
• Follow up and tracking of collateral and flood insurance
• Maintain collateral files and documentation
• Weekly, Monthly and Annual GL Balancing & Reconciliation as needed
• Board loans of a complex nature ensuring accuracy of the loan data
• Assist in callback duties for loan payments, advances and new loans
• Follow up on servicing tickler reports
• Provide feedback and assist new hires as needed
• Assist with Documentation and Loan Boarding as needed
• Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
• Demonstrates high level of quality work, attendance and appearance
• Adheres to all Company Policies & Procedures and Safety Regulations.
• Adheres to local, state and federal laws
• Understands and complies with all company rules and regulations
• Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT Identity Theft, Information Technology and GLBA.
• Additional duties as assigned as it relates to the position

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed