Loan Support Specialist II

Responsibilities

• Accurately inputs and prints loan documents for new loans and renewals using the loan documentation system
• 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
• 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
• Processes loan payments and requests for draws on lines of credit as requested
• Accurately prepares and updates demand statements from title companies and customers
• 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
• Obtains follow‑up items such as recorded Deeds of Trust, title policies and titles from the appropriate sources after loan has closed
• Maintains ticklers
• 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
• Sorts incoming mail to appropriate personnel in loan department
• Performs other duties, as may be assigned by supervisor

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.

• High school diploma.
• Three to five years of related experience and/or training; or equivalent combination of education and experience.
• Prior financial industry experience in a loan department.
• Mastery of the loan process and loan documentation.
• Read and comprehend instructions, correspondence and memos.
• Write correspondence.
• Effectively present information in one‑on‑one and small group situations to customers and other employees of the bank.
• Compute rate, ratio and percent; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals.
• Computer skills in word processing, spreadsheet and database 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.
• Apply common sense understanding to carry out detailed written or oral instruction.
• Deal with problems involving a few concrete variables in standardized situations.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit, talk, hear and use a computer. This position requires the ability to effectively communicate verbally and in writing, including the ability to hear and respond to spoken information, in person and via telephone or virtual communication, with or without reasonable accommodation.

The employee is also frequently required to stand, walk, reach with hands and arms, climb or balance. The employee is occasionally required to stoop, kneel or crawl. The employee must frequently lift and/or move up to 10…