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Loan Production Specialist
Loan Production SpecialistPlatte Valley Bank • New York, NY, US
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Loan Production Specialist

Loan Production Specialist

Platte Valley Bank • New York, NY, US
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CH Brown, Wheatland, Wyoming, United States of America

Job Description

Posted Tuesday, October 22, 2024 at 8 : 00 AM

Loan Production Specialist

CH Brown Company- Wheatland

JOB SUMMARY :

The Loan Production Specialist (LPS) works closely with and supports all five work centers / functions (Reception, Docs & Funding, Titles & UCC, GPS, and Insurance). The primary duty is to perform new loan and paid-off processing functions as needed and determined by workload. The LPS's secondary task is to provide support and back-up in administrative and customer service tasks. Deliver excellent customer service to brokers and borrowers. Other tasks include prepare / send communications (verbal / written). Provide input to create / improve internal processes among the seven 'Production' functions. Initiative, attention-to-detail, flexibility, and a productive mindset are essential, complementary attributes to the skill and ability to work independently and as part of a team. C.H. Brown is a quick-paced environment. Daily work crosses multiple time zones.

RESPONSIBILITIES :

  • ESSENTIAL FUNCTIONS :
  • Perform the initial review and processing of new credit requests to ensure they meet CHB's minimum, basic lending requirements; enter these requests into the processing / tracking system.
  • Process and submit / mail requests for solar and electrical system powered GPS tracking units.
  • Create and transmit via an online, e-signature process the necessary documents for a new loan.
  • Prepare the needed paperwork to finalize and send a Title Packet for a VIN-equipped new loan.
  • Be ready / knowledgeable to fund new loans via wire and cashier's check and ensure they're entered into the 'SilverLake' processing system.
  • Process / record issued and expired Certificates of Insurance for new applicants and existing borrowers.
  • Issue lien releases and process, record, and send-out titles for paid-off loan accounts.
  • Investigate / research the situation of loan accounts with incomplete, no lien titles; implement solutions.
  • Create, file and record Uniform Commercial Code (UCC) 'liens' on loan collateral via the online tool.
  • Troubleshoot / fix difficult new loan processing situations and borrower problems / complaints via email / phone.
  • Learn and interact with daily / routinely CHB's loan processing / tracking system for new credit requests.
  • Comply with customer service, experience standards in dealing with clients and co-workers.
  • Perform all other duties of a similar nature or level as assigned.
  • COMPLIANCE :
  • Maintain audit, security, compliance, and regulatory standards.
  • Keep informed of internal process / procedure changes, CHB commercial lending practices, banking services, and the general economy.
  • MISCELLANEOUS OTHER DUTIES :
  • Assist with PVC, PVB-Wyoming, and / or CHB Company functions when possible.
  • Fill-in for other departments when high demand creates a need and such assistance contributes to the work center's success.

REQUIREMENTS :

Minimum Qualifications :

  • High School diploma or equivalent.
  • One year of full-time work experience in an administrative or clerical support position.
  • One year of telephonic Customer Service work experience desired, preferably in a loan area.
  • Educational background in accounting, or equivalent obtained through practical experience.
  • Must possess strong administrative and organizational skills.
  • Must have the ability to work successfully in a high-demand, fast-moving environment.
  • Must be assertive and possess sound decision-making ability.
  • Competent keyboarding and computer use skills.
  • Previous software experience / skills in Microsoft applications (e.g. Word, Excel, Outlook).
  • Effective oral and written communication skills (including telephone).
  • Self-sufficient / self-starting.
  • General areas of competency : dependability, personal development, workplace safety, evaluation and interpersonal skills, prioritization, problem solving, teamwork, and time management.
  • Demonstrated aptitude to handle sensitive financial transactions and customer relationships.
  • Professional dress and appearance.
  • Must be capable of working with and maintaining the confidentiality of sensitive information.

    • Physical Requirements :

    Light Work - exerting up to 20 pounds of force occasionally, and / up to 10 pounds of force frequently, and / or a negligible amount of force constantly to move objects. Reaching, grasping, repetitive motions, stooping, crouching, standing, walking, lifting, climbing, kneeling, talking, hearing, pulling, pushing, thinking, concentrating and interacting with others.

    You should be capable of performing in a reasonable manner, with or without reasonable accommodation, the activities involved in this job. A description of the activities involved in this job is listed above.

    Note : The statements herein are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

    An Equal Opportunity Employer, Including Disability / Vets

    CH Brown, Wheatland, Wyoming, United States of America

    J-18808-Ljbffr

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