Loan Reconciliation Specialist - Ridgeland, MS

BankPlus•Ridgeland, MS

18h•Onsite

About The Position

This person will be responsible for researching and balancing the Loan Settlement Account. This individual will ensure that established processes and policies are followed, and service standards are achieved. They will research and reconcile simple to moderate out of balance conditions for all loan accounts on Jack Henry Silverlake. They will also research and balance individual loan processor’s transactions, when applicable, and pass any correcting entries that may be required. This role provides support when needed for loan reconcilement and all other duties as assigned. The specialist will perform other reconciliation duties as needed, back up Loan Servicing as needed, and assist Loan Officers/Loan Assistants with loan transaction inquiries. They will also perform other duties as assigned, back up Escrow and Compliance areas, and maintain a thorough knowledge of Bank products, services, policies, procedures and appropriate regulatory issues as related to daily job functions including but not limited to: Bank Secrecy Act; Privacy Act; Fair Lending Act; Regulation E, etc. The role requires completing required compliance training and adhering to the Bank’s standard of conduct. Participation in the bank’s High-Performance Rewards Connections Program and making referrals to Mortgage Center and Wealth Management are also expected.

Requirements

Two years of lending assistant experience or working with loan transactions.
Ability to review and reconcile a heavy volume of transactions and provide solutions to most problems.
Solid problem solving and extensive knowledge of financial calculations required.
General computer and typing experience with Microsoft Office Suite, to include Excel, Word, and Outlook.
Excellent verbal and written communication skills.
Work outside of regular business hours, as deemed necessary.
Ability to make difficult decisions and handle multiple tasks with daily deadlines.

Nice To Haves

Bachelor’s Degree preferred

Responsibilities

Research and reconcile simple to moderate out of balance conditions for all loan accounts on Jack Henry Silverlake.
Research and balance individual loan processor’s transactions, when applicable, and pass any correcting entries that may be required.
Provide support when needed for loan reconcilement.
Perform other reconciliation duties as needed.
Back up Loan Servicing as needed.
Assist Loan Officers/Loan Assistants with loan transaction inquiries.
Back up Escrow and Compliance areas.
Maintain a thorough knowledge of Bank products, services, policies, procedures and appropriate regulatory issues as related to daily job functions including but not limited to: Bank Secrecy Act; Privacy Act; Fair Lending Act; Regulation E, etc.
Complete required compliance training and adhere to the Bank’s standard of conduct.
Participate in the bank’s High-Performance Rewards Connections Program.
Make referrals to Mortgage Center and Wealth Management.