Commercial Loan Operations Assistant

Respond to inquiries regarding loan transactions, technical exceptions, loan documentation, and other related processes and procedures.

Help customers by answering their questions directly or by connecting them with the appropriate person/department that can assist them. Submit loan system updates, working cooperatively with other departments to correct issues and ensure loan system accuracy.

Analyze, generate, update, and distribute reports regularly to track exceptions, identify and fix inconsistencies, and provide others with necessary loan information.

Develop an understanding of commercial loan documentation, loan system functionality, lending policies, and compliance standards.

Process monetary loan transactions for the department through the Encore platform.

Review loan files/documentation and loan system activity to confirm accuracy and consistency, helping to resolve discrepancies when errors or exceptions are identified.

Assist with escrow processes on the commercial loan system, including processing escrow disbursements and aiding in escrow analysis. Contribute to implementing and improving loan operations processes in response to changing regulations, policies, or initiatives.

Perform general office functions and other duties as assigned

Qualifications

High School Diploma or equivalent (some college helpful)

Strong customer service skills (telephone, e-mail, and direct contact)

Working knowledge of banking/loan systems is preferred

Proficient in Microsoft Office products (Word, Excel, Outlook)

Strong organizational skills, attention to detail, analytical thinking Ability to multitask and meet deadlines

Ability to work as part of a team to accomplish goals

Willingness to assume additional responsibilities/projects as needed