Loan File Specialist

Loan File Specialist

Under general supervision, but conforming to established policies and procedures, the employee will perform various Loan Administration duties in an efficient and accurate manner while providing STAR quality customer service. Employee reports to the Loan Administration Manager.

Essential Functions

Employee will be trained on all loan administration responsibilities including, but not limited to, those in this job description. Job functions will vary as needed.

• Scan new loan packages, modifications, extensions, and loan account change forms and index them into Image Centre as needed.
• Audit loan packages that have already been scanned and all aspects are accurate prior to shredding of unneeded documents. Validate tracking information is accurate as well.
• Prepare and maintain tracking systems for pending collateral, documentation and credit items; Property insurance; UCC's terminations and continuations; Financial statements and tax returns
• Maintain loan files by processing collateral documents and insurance policies received from offices; verify that documents and policies are imaged under the correct file index; file documents; follow up on overdue collateral items and documentation research and clear exceptions; Monitor tracking system for current financials and tax returns
• Filing of loan documents and Image Insurance from emails. Make new file folders as needed.
• Loan file review
• Check for proper forms and accuracy in completion of forms
• Check for pending collateral, documentation, and credit items
• Adhere to the Policies and Procedures of the bank and comply with all banking laws, rules and regulations
• Perform other duties as

Skills

Required

Written Communication : Intermediate

Verbal Communication : Intermediate

Interpersonal : Intermediate

Professionalism : Intermediate

Microsoft Office Suite : Intermediate

Behaviors

Preferred

Detail Oriented : Capable of carrying out a given task with all details necessary to get the task done well

Team Player : Works well as a member of a group

Education

High School or better

Experience

Customer Services Experience

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.