Real Estate Processing Staff Support

The Bank & Trust•San Angelo, TX

9d•Onsite

About The Position

The Real Estate Processing Staff Support role is responsible for providing administrative and operational support to the real estate processing team. This position ensures the smooth functioning of real estate loan processing by assisting with documentation, compliance, customer service, and other critical tasks. The Staff Support specialist plays a vital role in maintaining efficiency, accuracy, and adherence to regulatory standards in the real estate loan process.

Requirements

Education: High School diploma or equivalent.
Experience: A minimum of two years of general work experience.
Technical Skills: Proficiency in computers and Microsoft Office, including Teams.
Work Expectations: Ability to perform routine, repetitive work independently with minimal supervision for long periods of time.
Typing Skills: Ability to type and use 10-key by touch.
Organizational Skills: Highly organized and detail-oriented with strong prioritization skills.
Time Management: Proven time management skills, with the ability to meet deadlines and manage competing priorities effectively.
Communication Skills: Exceptional verbal and written communication skills, with the ability to clearly convey information and interact with various stakeholders.
Credit Standing: Credit in good standing.

Nice To Haves

Experience: Previous experience in banking industry with knowledge of applicable federal and state banking regulations.
Software Knowledge: Familiarity with Jack Henry Silverlake.
Loan Documentation Knowledge: Understand loan documentation requirements and processes, enabling accurate preparation and handling of necessary paperwork.

Responsibilities

Processing Paid Loans: Manage the processing of paid real estate loans, ensuring all documentation is accurate and properly filed according to bank procedures.
Handling Denied and Withdrawn Files: Process files for denied and withdrawn real estate loan applications, ensuring compliance with all relevant regulations and maintaining accurate records.
File Assignment and Document Ordering: Assign loan files to real estate processors and order initial third-party documents to facilitate the loan processing workflow.
Loan Estimates and Disclosures: Prepare and process loan estimates and preliminary disclosures, ensuring they are accurate and provided to customers in a timely manner.
Mail Management: Handle incoming mail related to real estate loans, ensuring all correspondence is promptly and correctly processed.
Document Imaging and Tracking: Image loan documents into the bank’s imaging system and update tracking software to maintain accurate and accessible records.
Customer Service: Deliver outstanding customer service based on E2 practices, ensuring interactions with internal and external customers are responsive, courteous, and timely.
Compliance Adherence: Ensure adherence to state and federal regulations as well as all bank policies and procedures, including but not limited to BSA-AML.
Document Filing and Maintenance: File and maintain documents for retention purposes, ensuring all records are organized and easily accessible for future reference.
Loan Funding and Closing Fees: Prepare entries and POD (Proof of Deposit) tickets for the funding of new and renewed loans, as well as for closing fees, ensuring accuracy and timely processing.
Departmental Support: Provide support for other departmental duties as needed, demonstrating flexibility and a team-oriented approach to meet the department’s objectives.
Additional Duties: Perform other duties as assigned.
Meetings and Committees: Attend departmental and organizational meetings, and serve on bank committees as required, contributing to broader company initiatives and decision-making processes.