Loan Fulfillment Doc Prep Specialist Ii

Position Title: Loan Servicing Specialist II

Reports to: Loan Operations Manager

Direct Reports: N/A

Salary Grade: 6/6A

SUMMARY:

JOB REQUIREMENTS:

• College degree preferred
• Minimum three years of experience in a Loan Operations/Loan Processing environment or related role
• Detailed knowledge of Retail and Commercial loan documentation requirements
• Knowledge of federal and state regulatory requirements
• Advanced level of communication and organizational skills
• Familiar with LAS and Loan Document platforms with a proficient knowledge of Microsoft Excel & Word
• Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings and seminars/conferences, etc.

JOB FUNCTIONS:

• Performs complex and/or non-routine administrative tasks exercising significant judgment and discretion in the performance of duties usually in support of a single team within Loan Operations
• Gather, interpret, and transcribe complex and non-standard information and/or related files to ensure loan boarding packages are input into core system according to bank, regulatory and investor guidelines. Documents reviewed may include loan approval forms, appraisals, title work, insurance, and all other requirements necessary to properly perfect our collateral position.
• Process complex and non-standard boarding requests, perform Quality Assurance review, and complete complex loan research and maintenance requests in compliance to Bank, regulatory and investor guidelines
• Assist Account Officers with questions regarding loan booking and loan maintenance questions
• Provide exceptional customer service by responding to requests and issues in an accurate and timely manner
• Meet performance standards of established production and quality metrics
• Adhere to Corporate policies and procedures as proscribed
• Other duties as assigned