Specialist II, Loan Services, South Bend, IN

1st Source BankSouth Bend, IN
Onsite

About The Position

Ensures bank policies and procedures, and regulations are adhered to for proper documentation and perfection of the bank's lien prior to funding. Leads the department in LEAN initiatives and job knowledge.

Requirements

  • At least three (3) years commercial or consumer loan experience.
  • Ability to handle stressful situations with calmness and courtesy.
  • Ability to communicate effectively, both orally and in writing.
  • Maintain good records and file management skills.
  • Ability to handle multiple tasks and frequent interruptions

Responsibilities

  • Works closely with the sales staff and internal departments to document or board all business banking loan closings per the bank’s policies and procedures and federal regulations.
  • Subject matter expert for commercial loans, including for complex transactions and specialty products.
  • Performs due diligence as required on specified loans.
  • Verifies the accuracy and completeness of loan documentation and loan applications.
  • Makes recommendations for procedural changes to increase efficiency and minimize waste.
  • Leads department projects and facilitates LEAN events.
  • Regular and predictable attendance is an essential requirement of the position.
  • Responsible for the completion of all compliance training related to the position.
  • Understands all applicable laws and regulations that apply to the position and complies with the requirements.
  • Performs all other duties as assigned.
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