Loan Operations Specialist

SUMMARY

The Loan Operations Specialist is responsible for performing all servicing and operational aspects relative to the

loan portfolio. The position will partner with all business within the Bank to offer exceptional customer service to

both internal and external customers.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Ensure timely completion of payment processing
• Verifies completeness and accuracy of all loan files with necessary documentation and signatures
• Process Non-Accrual and charge-off transactions
• Review Outside Council Loan Documents
• Process loan recoveries
• Process incoming demand requests, incoming wires and payoffs, release of collateral.
• Follow up and tracking of collateral and flood insurance
• Maintain collateral files and documentation
• Weekly, Monthly and Annual GL Balancing & Reconciliation as needed
• Board loans of a complex nature ensuring accuracy of the loan data
• Assist in callback duties for loan payments, advances and new loans
• Follow up on servicing tickler reports
• Provide feedback and assist new hires as needed
• Assist with Documentation and Loan Boarding as needed.

ADDITIONAL RESPONSIBILITIES

peers and management

regulations governing financial institutions, as they apply to your position and job responsibilities, with an

emphasis on the

SUPERVISORY RESPONSIBILITIES

This position does not have supervisory responsibilities

MINIMUM QUALIFICATIONS

the telephone.

Outlook and navigating the internet.

COMPETENCIES :

PHYSICAL DEMANDS : In general, the following physical demands are representative of those that must be met

by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be

made to allow differently-abled individuals to perform the essential functions of the job.

ability to adjust focus

(Check the box that applies by double clicking on the box.)

Sedentary : Limited activity, no lifting, limited walking

Moderate : Mostly standing, walking, bending, frequent lifting

Light : Office work, some lifting, bending, stooping or kneeling, walking

Arduous : Heavy lifting, bending, crawling, climbing

WORK ENVIRONMENT : In general, the following conditions of the work environment are representative of those

that an employee encounters while performing the essential functions of this job. Reasonable accommodations

may be made to allow differently-abled individuals to perform the essential functions of the job within the

environment.

Sunwest Bank Is an Equal Opportunity Employer

Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex,

marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in

maintaining its Affirmative Action Program.

Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is

intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make

every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be

reflected in their performance review as well as in any bonus compensation programs in which they may participate.

Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual

responsibility of every employee to maintain a current awareness and understanding of and to fully comply with

Sunwest Bank's "Code of Ethics and Conduct." Each employee is also expected to maintain an awareness of the

laws, regulations, internal policies and procedures that are appropriate for his / her position

Note : The preceding job description has been designed to indicate the general nature and level and work performed

by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory

of all duties, responsibilities, and qualifications required of employees assigned to this job. All job descriptions can

be amended without notice as warranted by business necessity.