Full Time Loan Operations Assistant II, Corporate Office

GENERAL DESCRIPTION OF POSITION

Ensure accurate and timely operations of the Bank's loan process to include but not limited to: booking loans, verifying loan input, following up with loan officers for loan documentation, maintaining document tracking exceptions, balancing loan general ledger accounts, performing loan research and resolving problems.  

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Book new loans, renewals, modifications, letters of credit and guidance lines of credit. 

2. Read and understand participation language in order to process the purchase or sell of a loan. Work closely with vendors to manage purchased loan portfolios.

3. Book new SBA loans. 

4. Review loans for proper documentation post-closing. 

5. Post loan payments, post credit card payments, setup auto charges, process advances, process payoffs and force placed insurance. Process bankruptcy payments.

6. Perform loan account research. 

7. Balance loan general ledger clearing accounts. 

8. Execute release of applicable documents. 

9. Enter and maintain exception tracking. 

10. Process ACDVs AUDs on E-Oscar. 

11. Process escrow disbursements and escrow payments. 

12. Check accuracy of loans booked and renewed by others. 

13. Complete HMDA on applicable real estate loans. 

14. Gathers documentation for subpoenas. 

15. Compiles electronic files for external examiners. 

16. Organize, compile and book periodic bulk loan purchases. 

17. Process wire transfers for loan funding. 

18. Provide backup to Loan Operations I duties as needed.

19. Perform any other related duties as required or assigned.

PHYSICAL ACTIVITIES

While performing the functions of this job, the employee is regularly required to sit, use hands to finger, handle, or feel, reach with hands and arms, talk or hear; occasionally required to stand, walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.

ADDITIONAL INFORMATION

Understands and adheres to all compliance issues, attend training as required and related to this position, including but not limited to the Bank Secrecy Act, Privacy Act, US Patriot Act, and Security.