Loan Operations

Description:

Responsible for responding to Lenders requests in a timely and efficient manner. The Loan Review Specialist is responsible for all loan documentation preparation, review, and funding.

Responsibilities and Duties:

• Prepare all in house requests for new and renewed loan documentation which will include commercial and commercial, real estate.
• Have a working knowledge to be able to review loans that are guaranteed by the SBA.
• Review all attorney prepared loan documents to ensure compliance with approval.
• Process all routine payment and advance transactions for specific loan records when required as a backup.
• Escalate individual errors as appropriate to ensure proper resolution and minimize customer service deficiencies.
• Process maintenance requests as needed.
• Assist in performing periodic audits to ensure accuracy of records.
• Escalate workflow and customer concerns, as appropriate, to maintain established quality standards.
• Maintain confidentiality of Bank records in accordance with Corporate Security Access policies.
• Participate in project task forces, Bank-wide user groups to represent department on training and system needs.
• Assist with special projects as required.
• Perform other duties as assigned.

Job Skills and Qualifications:

• Microsoft Office - Word, Excel & PowerPoint, ACT.
• Ability to type at 45 WPM.
• Jack Henry (Xperience)
• Sageworks
• Laser Pro
• Pro-Sign