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Loan Operations Specialist, Boarding - Owensboro, KY

Loan Operations Specialist, Boarding - Owensboro, KY

Independence BankOwensboro, KY, United States
2 days ago
Job type
  • Full-time
Job description

Loan Operations Specialist

  • Position is not eligible for remote work.

Job Code

LNOPSPC

Job Family

Supervisory

No

Job Description Title

Loan Operations Specialist - Boarding

Job Summary

The Loan Operations Specialist - Boarding will perform a variety of administrative tasks in support of on-boarding of consumer, mortgage, and commercial loans.

Essential Functions, Duties and Responsibilities include, but are not limited to :

  • On-boards consumer, mortgage, and commercial loans to the bank's core systems
  • Utilizes the interface of banking and lending software, NuPoint and LaserPro
  • Completes appropriate maintenance for all data that cannot be interfaced
  • Ensures boarding occurs within twenty-four hours after the indexing of the closed loan packet to the document management system, CenterDoc
  • Processes insurance mail, ensuring renewal policies are received
  • Provides department support, as needed
  • Education, Experience and Qualifications

    Education

    Required / Preferred

    Education Level

    Description

    Required

    High School or GED

    Years of Experience

    Minimum

    Comments

    No experience required; experience with loans preferred

    License / Certification

    Required / Preferred

    License / Certification

    Description

    Additional Qualifications

    Core Competencies

  • Clerical and administrative skills
  • Customer service skills
  • Oral and written communication skills
  • Ability to multi-task
  • Computer skills
  • Organizational skills
  • Detail oriented
  • Ability to work as part of a team
  • Working Conditions

    Working Conditions

    Indoors, environmentally controlled. Usual office working conditions. The noise level in the work environment is typical of most office environments with telephones, personal interruptions, and background noises.

    Travel Requirements

    Requirement

    Frequency

    No travel required

    Never or Rarely

    Mandatory Vacation

    Mandatory vacation not required

    Physical Requirements

    Requirement

    Frequency

    Sitting (remaining in a seated position)

    Frequently

    Standing (remaining on one's feet in an upright position without moving about)

    Frequently

    Walking (moving about on one's feet)

    Frequently

    Lifting (raising or lowering an object from one level to another)

    Occasionally

    Carrying (transporting an object, usually by holding it in the hands or arms or on the shoulder)

    Frequently

    Pushing / Pulling (exerting force upon an object so that the object moves away or toward the force)

    Occasionally

    Reaching (extending hand(s) and arm(s) in any direction, such as overhead, below waist, forward or lateral)

    Occasionally

    Keyboarding (entering text or data using computer keyboard or 10-key numeric keyboard)

    Frequently

    Pinching / Gripping (seizing, holding, grasping, turning or otherwise working with the hand(s) or fingers)

    Occasionally

    Stooping (bending downward and forward by bending spine at the waist)

    Occasionally

    Squatting / Crouching (bending body downward and forward by bending legs and spine)

    Never or Rarely

    Kneeling (bending legs at knees to come to rest on knee(s))

    Never or Rarely

    Crawling (moving about on hand and knees or hands and feet)

    Never or Rarely

    Climbing (ascending or descending ladders, stairs, ramps)

    Never or Rarely

    Speaking (expressing or exchanging ideas by means of the spoken word to impart oral information to customers and to convey detailed spoken instructions accurately, loudly, or quickly)

    Frequently

    Hearing (the ability to hear, understand, and distinguish speech, either in person or telephonically)

    Frequently

    Near Visual Acuity (clarity of vision at approximately 20 inches or less)

    Constantly

    Far Visual Acuity (clarity of vision at approximately 20 feet or more)

    Occasionally

    Additional Physical Requirements

    May require lifting up to 10 pounds

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    Operation Specialist • Owensboro, KY, United States

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