LOAN PROCESSOR II

Pinnacle Bank/Bank of ColoradoBenbrook, TX
Onsite

About The Position

Provide all branches/customers with accurate, efficient and professional service. Book loans on the bank’s core-accounting system (ITI), and maintenances ITI when necessary. Book escrow information when required and disburses escrow funds to third parties as appropriate. Assist in the preparation of portfolio reports as necessary.

Requirements

  • Knowledge of bank operations, policies and procedures.
  • Knowledge of general lending process and ITI system
  • Knowledge of word processing and spreadsheet software.
  • Skill in communicating effectively with management, customers and co-workers.
  • Skill in customer relations.
  • Detail oriented and problem-solving abilities.
  • Ability to work as a team player.
  • High school graduate or equivalent with previous banking experience or equivalent work experience.

Nice To Haves

  • Previous experience with ITI system preferred.
  • Strong experience/background with Real Estate is preferred

Responsibilities

  • Books loans on ITI system in a complete, correct and efficient manner.
  • Reviews loan documentation for completeness, correctness and compliance.
  • Processes all modifications/extensions/renewals on the ITI System.
  • Books, funds and pays off loans.
  • Builds transaction blocks and/or run necessary entries to complete loan or extension transactions as necessary.
  • Monitors Exception Reports for processed branches for unscheduled transactions.
  • Prepares and submits monthly SBA and LSI reports as directed by Manager.
  • Maintains billing records for branches being processed.
  • In addition to assisting the branches in error resolution, the Loan Processor II assists the branches in non-standard and complex error resolution.
  • Balances loan general ledger accounts daily.
  • Handles of E-Oscar disputes.
  • Acts as a resource for the junior loan processors (Loan Processor I).
  • Performs other related duties as assigned by management.
  • Regular and reliable attendance.
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