Loan Origination Associate I

Tri Counties Bank•Chico, CA

6h•Onsite

About The Position

The Loan Origination Associate maintains one or more of the following areas: consumer check-in, commercial check-in, Consumer/Commercial/Home Mortgage/SBA/Participation boarding, loan funding, and call back of boarded loans. The Loan Origination Associate will oversee the accuracy and completeness of the consumer and commercial loan files by setting priorities, following all SOX controls, maintaining service level standards, and assisting other desks within the group as assigned by the Boarding Supervisor. The associate may organize and conduct training for the staff, write procedures, and monitor service level standards. This position also answers phone inquiries from loan officers, branches, and peers, and performs other work-related duties as assigned. The associate must maintain a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations that may be specific to their job duties.

Requirements

High school diploma or GED required.
0-2 years’ experience processing loans or equivalent work experience.
Excellent organizational skills with efficient work demeanor that allows involvement in multiple areas and the ability to complete a high volume of work with accuracy.
Ability to lead and direct others.
Proven track record of working in a team environment.
Ability to utilize personal computers and Windows driven programs.
Excellent verbal and written communication skills.

Responsibilities

Provides exceptional customer service to the branches, loan officers, title companies, and peers.
Ensures that every file is complete, accurate, compliant, and efficiently moved through the pipeline.
Provides training and cross-training to other Loan Origination Operations staff.
Maintains and updates procedures related to their specific area.
Proficient in all support systems.
Enforces SOX controls.
Works as a team to ensure efficiency and service level standards are maintained.
Assists with on-going training on new systems and processes.
Answers phone inquiries from loan officers, branches, and peers.
Performs other work-related duties as assigned.
Maintains a current understanding of Bank policies and procedures in compliance with all federal and state laws, including but not limited to Bank Secrecy Act (SARs, CIP, OFAC), Information Security (GLBA), Identity Theft Red Flags, Financial Elder Abuse Reporting, and any other applicable regulations that may be specific to your job duties.