Address
Form of work
SalaryOverview:
Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.7 billion in assets under management and supervision (as of December 31, 2023). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. In 2023, Univest donated $2.4 million to our communities, and our employees volunteered more than 13,100 hours.
At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.
Perform file maintenance necessary to record loan extensions and modifications, including interest accruals and billing calculations
Resolve documentation issues with lenders, CBA’s or administrative assistants
Respond to telephone requests for commercial, consumer and mortgage loan information for internal and external customers through the telephone hunt group
Perform other routine department tasks such as payoff statements, correspondence, insurance, reports and filing servicing related documents
Oversee workflow of input, scanning, and filing loan documents, including meeting month end deadlines for input of critical loan documents
Responsible for tracking, scanning, and verification of documents to the Synergy Imaging System
Verification of Jack Henry loan input to file documents including CIF, loan master record, AFT, FASB costs and fees
Learn, perform and support all daily loan settlements and remittances
Coordinate storage and tracking of active loan files and removal of closed files from the loan vault.
Process telephone and E-mail requests to provide documents and files
Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct
Performs additional duties as required
HOURS: Monday through Friday, 8 am to 5 pm
Qualifications:
Excellent customer service, communication, and telephone skills
Advanced understanding of mortgage, commercial, consumer loans
General understanding of bank accounting practices, GL reconciliation and loan accounting computations including interest accruals, payment amortizations, billing calculations
Ability to read and comprehend complex loan contracts and translate into appropriate computer system coding
Ability to work independently, organize, prioritize and enter data quickly and accurately to meet deadlines, including end of month activity
Advanced PC, Word, Excel skills
Ability to operate conventional office equipment including copy machine, fax machine, adding machine, personal computer and telephone
Click here for Benefit Information
#Univest
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.7 billion in assets under management and supervision (as of December 31, 2023). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. In 2023, Univest donated $2.4 million to our communities, and our employees volunteered more than 13,100 hours.
At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.
We're hiring a Loan Operations Specialist IIto join our Souderton based Loan Operations Team.
Responsible to interpret and translate complex loan documents to the JH operation system, including CIF input, AFT setup, FASB 91 fee and cost records, and input manually and via software
Perform file maintenance necessary to record loan extensions and modifications, including interest accruals and billing calculations
Resolve documentation issues with lenders, CBA’s or administrative assistants
Respond to telephone requests for commercial, consumer and mortgage loan information for internal and external customers through the telephone hunt group
Perform other routine department tasks such as payoff statements, correspondence, insurance, reports and filing servicing related documents
Oversee workflow of input, scanning, and filing loan documents, including meeting month end deadlines for input of critical loan documents
Responsible for tracking, scanning, and verification of documents to the Synergy Imaging System
Verification of Jack Henry loan input to file documents including CIF, loan master record, AFT, FASB costs and fees
Learn, perform and support all daily loan settlements and remittances
Coordinate storage and tracking of active loan files and removal of closed files from the loan vault.
Process telephone and E-mail requests to provide documents and files
Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct
Performs additional duties as required
HOURS: Monday through Friday, 8 am to 5 pm
Qualifications:
High School Diploma or GED equivalent with 3 years or more experience
Excellent customer service, communication, and telephone skills
Advanced understanding of mortgage, commercial, consumer loans
General understanding of bank accounting practices, GL reconciliation and loan accounting computations including interest accruals, payment amortizations, billing calculations
Ability to read and comprehend complex loan contracts and translate into appropriate computer system coding
Ability to work independently, organize, prioritize and enter data quickly and accurately to meet deadlines, including end of month activity
Advanced PC, Word, Excel skills
Ability to operate conventional office equipment including copy machine, fax machine, adding machine, personal computer and telephone
Click here for Benefit Information
#Univest
#LI-Hybrid
An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
