Education/Training:
A high school diploma or equivalent; specialized education or training relating to loan processing.
Skill(s):
Proficient reading, writing, grammar, and mathematics skills; moderate interpersonal relations and communicative skills; proficient PC skills; full knowledge of Loan Platform system; complete knowledge of bank’s loan products, policies, and procedures; working knowledge of current consumer and commercial lending regulations and documents; proficient analytical skills; visual and auditory skills.
Experience:
A minimum of one (1) year experience in Banking (account opening, customer service, loan processing) OR Insurance industry or related Administrative experience is preferred.
General Responsibilities
Responsible for performing a variety of duties to support the loan processing function; coordinating work within the department, as well as with other departments; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information; assisting the immediate supervisor with administrative tasks to support department operations.
Essential Duties
Performs a variety of duties to support the loan processing function as follows:
Originates all loan settlement packages to include the necessary legal documents that comply with bank policy.
Interfaces all loan data from the platform system to the bank’s host system.
Provides loan support to all lenders and staff, which consists of fielding questions as they relate to policy, procedure, structuring and software.
Coordinates specific work tasks with other personnel within the department as well as with other departments in order to ensure the smooth and efficient flow of information.
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate bank personnel.
Responds to inquiries relating to his/her particular area, or to requests from other bank personnel, customers, etc., within given time frames and within established policy.
Assists the immediate supervisor with various administrative tasks to support department operations, as directed; may also be assigned special projects.
Ancillary Duties
Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
Equipment/Machines
Telephone
PC/Computer keyboard
Printer
Calculator
Fax Machine
Copy Machine
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