Commercial Loan Operations Representative

Avidia Bank

Equal Employment Opportunity / M / F / disability / protected veteran status

Description : Position Overview :

The Commercial Loan Operations Representative plays a lead role in servicing the Banks commercial loan portfolio. Primary responsibilities include ensuring timely and accurate maintenance of accounts on core systems, executing core portfolio management tasks, participating in projects to optimize operations, and delivering exceptional service to internal and external customers.

Primary Responsibilities :

• Performs any functions necessary, within scope of authority and expertise, to provide the highest level of service and responsiveness to bank colleagues and customers :
• Accurately boards new commercial loans to core platform
• Works with commercial lending staff and other internal colleagues to verify accuracy and completion of agreements and required boarding documentation for new accounts
• Performs timely and service-oriented completion of assigned service cases, customer and colleague support requests.
• Accurately executes assigned portfolio management tasks per department guidelines including payoffs and discharges, UCC tracking and continuation, insurance tracking and remittance.
• Executes assigned tasks to manage participation and SBA portfolios including remittances, accounting reconciliation, account maintenance. Maintains strong relationships with participating bank operations teams.
• Collaborates with and supports business partners in Commercial Lending and Administration, Branches, Credit, Collections and other teams via active participation in pipeline, training, and optimization meetings.
• Contributes to regular planning meetings with Loan Operations colleagues and partner teams.
• Provides backup via cross-training in other department activities, as required.
• Executes all assigned work in timely and accurate manner to consistently produce strong compliance results.
• Maintains strong working knowledge of compliance, legal, and regulatory standards related to job performance.
• Plays active role in team initiatives to continually improve operational processes, upgrade procedures, optimize vendor services, and enhance the customer experience.

Other Responsibilities :

Perform related and unrelated duties as may be required.

PM21

Requirements :

Avidia Bank is an Equal Opportunity Employer / Veterans / Disabled

Member FDIC / DIF

PI550c90b3b858-29952-38737407