Operations Specialist - Waterford

FirstBank Puerto RicoSan Juan, PR
Onsite

About The Position

The Operations Specialist performs a variety of routine and non-routine analytical and operational duties to support both complex commercial and consumer loans. Projects a professional image through phone interaction, demonstrating deep knowledge of residential, multifamily, commercial real estate loans, lines of credit secured by real estate collateral, commercial / business loans, installment consumer loans.

Requirements

  • Excellent verbal and written communication in English
  • Ability to adapt to different types of persons, convey an effective message and listen properly to align needs and ensure a proper outcome for all parties involved
  • Proficient in Microsoft (Outlook, Word, Excel, and Power Point)
  • Specific vision abilities required by this position, include close and distance vision
  • Regularly required to sit for prolonged periods of time
  • Regularly required to use hands to finger, handle, or feel
  • Regularly required to talk and hear

Nice To Haves

  • Deep knowledge of residential, multifamily, commercial real estate loans, lines of credit secured by real estate collateral, commercial / business loans, installment consumer loans

Responsibilities

  • Calculating and generating payoff letters
  • Resolving loan exceptions
  • Tax and insurance monitoring or processing to include escrow set-up, analysis and data remittance to 3rd party vendors
  • Rate changes and accrual adjustments
  • Requesting insurance policy coverages from customers and vendors timely
  • Analyzing and updating insurance policies according to regulatory requirements
  • Monitoring the issuance of lender placed insurance
  • Daily batch payment processing
  • Daily Insurance invoice processing
  • FPL processing
  • Conduct research to resolve loan requests and issues
  • Communicate with internal and external customers to provide resolution
  • Assist in providing coaching and training personnel to ensure bank policies and procedures are being followed
  • Ensure procedural manuals are maintained and properly updated
  • Provide assistance and/or prepares loan servicing reports, statistics, graphics, tables, and presentations, as requested
  • Provide customer satisfaction to both internal and external customers and strives to continuously improve service delivery
  • Meet monthly targets to achieve individual and departmental goals
  • Provide support to other operations departments as needed
  • Perform other duties and special projects as assigned or directed
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