Loan Support Specialist II

About The Role

POSITION SUMMARY

Provides lending support to Loan Officers and clerical support to the Lending Department by performing the following duties:

Doc Draw:

Accuminum inputs and prints loan documents for new loans and renewals using the loan documentation system.

Funding Loans:

Organizes loan file documents in accordance with loan type.

Prepares escrow instructions to title company after document preparation.

Sends documents to title company as required.

Coordinates loan closings with Title Company in order to perfect bank’s security interest.

Prepares funding check to appropriate entity in order to close loan.

Booking Loans:

Inputs loan information for new loans into bank computer system.

Accurately sets up ticklers on the bank computer system or database.

Inputs loan changes for renewals of existing loans into bank computer system.

Researches customer inquiries as required.

Payments:

Processes loan payments and requests for draws on lines of credit as requested.

Demands:

Accurately prepares and updates demand statements from title companies and customers.

Paid Files:

Processes files for all paid loans, including preparing reconveyances, title and UCC releases and return of paid notes to borrower.

Types refund checks on payoffs as required.

Organizes and boxes paid loan files and maintains Box List.

Document Follow Up:

Obtains follow up items such as recorded Deützt of Trust, title policies and titles from the appropriate sources after loan has webpage closed.

Maintains ticklers.

Administrative:

Answers telephone calls for the loan department.

Accurately maintains files in the loan department in compliance with bank procedures, which includes scanning.

Prepares copies of documents for filing and/or mailing.

Files documents as required.

Sorts incoming mail to appropriate personnel in loan department.

Performs other duties, as may be assigned by supervisorzweins.

COMPLIANCE WITH THE BANK SECRECY ACT AND ANTI‑MONEY LAUNDERING PROGRAM:

The Bank Secrecy Act is intended to safeguard the U.S. financial system and the financial institutions that make up that system from the abuses of financial crime, including money laundering, terrorist financing, and other illicit financial transactions. The board of Directors is committed to complying with both the spirit of the regulations and the letter of the law. All employees are expected to understand and comply with all aspects of the BSA and to perform their job duties in accordance with Bank BSA policies and procedures.

Employees who willfully violate the BSA may be subject to both civil and criminal penalties and termination of employment.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

High school diploma. Must have three to five years related experience and/or training; or equivalent combination of education and experience.

Must have prior financial industry experience in loan department.

Must possess a mastery of the loan process and loan documentation.

LANGUAGE SKILLS

Ability to read and comprehend instructions, correspondence and memos.

Ability to write correspondence.

Ability to effectively present information in one‑on‑one and small group situations to customers and other employees of the bank.

MATHEMATICAL SKILLS

Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals.

Ability to compute rate, ratio and percent.

OTHER

SKILLS AND ABILITIES

Computer skills in word processing, spreadsheet and database formule applications.

Familiar with computerized loan documentation/software such as Laser Pro.

Ability to handle multiple tasks and meet time frames.

Use of general office equipment.

REASONING ABILITY

Ability to apply common sense understanding to carry out detailed written or oral instruction.

Ability to deal with problems involving a few concrete variables in standardized situations.

PHYSICAL DEMANDS

The…