Loan Origin Senior Officer

Bank of Hope•Los Angeles, CA

1d•Onsite

About The Position

This role supports the manager in overseeing all loan-related activities. Key responsibilities include managing loan documentation, closing, funding, boarding, collateral monitoring, payment posting, loan servicing, and customer service. The position involves supervising department workflow and loan origination staff, ensuring adherence to current policies, and recommending procedural improvements for efficiency and productivity. Additionally, the role provides guidance, motivation, and training to Loan Operations officers and staff to foster their career growth and education. It also acts as a liaison between lending departments to ensure information accuracy and completeness.

Requirements

Extensive knowledge in Loan Operations policies and procedures.
Extensive knowledge of banking, regulations, and State/Federal Regulations.
Extensive knowledge in Fiserv System
Experience with loan database software (Navigator) and loan documentation program (Laser Pro)
Ability to demonstrate a high level of ethical behavior and follow the Code of Conduct.
Organizational ability with strong supervisory and management skills.
Ability to study and apply new information.
Ability to work accurately with close attention to detail.
Ability to maintain confidentiality of sensitive information.
Ability to work with co-workers, customers, punctuality, and accuracy.
Possess a work ethic that includes neatness, punctuality, and accuracy.
Exhibit a professional, businesslike appearance and demeanor.
Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
Ability to respond effectively to the most sensitive inquiries or customer complaints.
Ability to interact effectively with all levels of Bank personnel, departments, and customers.

Nice To Haves

Ability to remain flexible to adapt to changes in the work environment.
Ability to take initiative and prioritize tasks; good time-management, problem prevention, and problem-solving skills.
Ability to make effective and persuasive speeches and presentations on controversial or complex topics to top management, employees, regulators, or board members.
Ability to interact effectively and efficiently with internal and external auditors.

Responsibilities

Support manager to manage all activities related to loans, including preparation of loan documentation, closing funding boarding, collateral monitoring, payment posting, life of loan servicing and Customer service.
Supervise department workflow and loan origination staff.
Ensure that all current policies are implemented and followed.
Review procedures and recommend changes to increase efficiency as well as productivity.
Provide guidance, motivation, and training to Loan Operation's officers and staff for their career growth and education.
Act as a liaison between various lending departments to ensure accuracy and completeness of information.
Process/Review loan documentation, closing, funding, boarding.
Upload and review final signed loan documents including CCR (or CCM) into Global Wave (GW).
Collateral Follow up & Review.
Review Daily Non-Post account/GL balance.
Troubleshoot and resolve system / processing issues.
Process/Service/Solve problem/Resolve escalated customer service issues.
Understand loan accounting system to perform boarding of new, renewals, extensions, restructurings, and other changes and maintain accuracy of loan system.
Process and approve loan/general ledger tickets using online posting system modules (TMS and/or Block-Infra) for funding and fee related.
Call back daily New Loan/Renewal/Extension/Modification & Clear Non-Post accounts /GL balance/research outage in general ledgers and loans.
Fully understand loan structure and process of loan documentation, closing, funding, and boarding.
Self-process and review loan documentation, closing, funding, and boarding.
Assign/Approve/review loan documentation, closing and boarding.
Assist senior officers and loan operations staff as needed.
Assist Manager with department and bank projects including planning, testing, validating, vendor communications and cross- training, etc.
Assist manager with the creating and monitoring department procedures and manuals covering department’s functional responsibilities.
Assist manager for cooperation of vendor management.
Attend trainings, meetings and seminars as assigned for continuing education.
Provide mentoring, training, and assistance to new and existing team members.