Benefits :
SUMMARY
The position is in charge of loan servicing after the transaction has closed. This includes communicating with Commercial Loan Officers and personnel at customer banks routing loan-related documentation to lenders and obtaining proper approval prior to updating ticklers working daily tracking reports performing routine and intermediate loan processing and administration duties and maintaining good customer relations. Maintain a positive attitude and demonstrate exceptional work ethic. The position requires expertise of all aspects of post-closing loan servicing and at levels II and III the incumbent is expected to train and support less experienced loan servicing experts and other staff members. Follows policies and procedures completes administrative activities accurately and on time and upholds the Banks core values.
Assures compliance with all Bank policies and procedures as well as all applicable state and federal banking regulations.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following :
1. Requests and processes tickler and exception items timely and frequently.
2. Checks prior day payments advances maintenance and rate changes and presents findings to the Loan Operations Managers attention.
3. Receives approval by Loan Closers prior to marking an exception as received.
3. Correctly indexes tickler and exception items.
4. Updates the required date in tracking system when updates are received on tickler items.
5. Verifies all insurance policies have appropriate deductibles and coverage amounts.
6. Sends force placed letters on expired insurance policies.
7. Requests a copy of force placed letters on expired insurance policies on purchased participations.
8. Provides effective customer service both internally and externally and assists in resolving problems within given authority.
May also be responsible for :
ADDITIONAL DESIRED KNOWLEDGE SKILLS AND EXPERIENCE
Microsoft Excel Word and Outlook (Basic)
Bank loan systems
Bank deposit systems
Imaging systems
Accounting and General Ledger
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity national origin age pregnancy genetic information disability status as a protected veteran or any other protected category under applicable federal state and local laws.
Required Experience :
IC
Key Skills
Financial Services,Information Technology,Cost Control,Corporate Risk Management,Law
Employment Type : Full-Time
Experience : years
Vacancy : 1
Operation Specialist • Lake Mary, Florida, USA