Loan Quality Control and Training Specialist

The Loan Quality Control and Training Specialist is responsible for adhering to bank policies and procedures as well as federal and state regulations. Works closely with the Loan Operations Director and Loan Operations Manager for quality control review of all loans after boarding. Provides training to staff as needed for accuracy and efficiency purposes. Provides excellent customer service to both internal and external customers as needed.

The pay range for this positon is: $23.98 to $35.98 per hour

• Review the daily new loans report within ten (10) business days per the New Loans Report SOX Control LN2a procedure, Critical Maintenance SOX Control and other Loan Servicing report reviews.
• Provide training for Loan Servicing staff in relation to errors found during the New Loans Report review on missing SOX items.
• Work with Wheatland Bank Training Department on training retail staff on taking payments, processing advances, and main contact for Loan Servicing for Retail staff.
• Review all daily reports in a timely manner according to bank policies and procedures.
• Input and monitor all force placed insurance.
• Process payments for PCBB loans.
• Monitor FSA loan reporting and WCRA loan payments and boarding.
• Enter and maintain all tax tracking via the bank’s tax tracking software vendor.
• Provide back up to the Loan Operations Manager for Pre-closing document review verifying accuracy and adherence to conditions of loan approval.
• Provide back up for collateral perfection including UCC filings and continuations.
• Participate in special projects as assigned.
• Scan any supporting documentation to the bank’s electronic filing system as needed.
• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
• Complete required bank training within assigned time frame(s). It is the individual's responsibility to ensure that they understand the information given to them in each training. If the learner does not understand the information given, they need to reach out to a supervisor for further clarification and additional training.
• All additional assigned responsibilities.

• Adhere to Wheatland Bank Core Values
• Provide excellent customer service to all customers, both internal and external
• Represent Wheatland Bank in a professional fashion to include a professional image, confidentiality, regular and consistent attendance and punctuality.

• A minimum of 5 years’ experience in a Loan Servicing position.
• High school diploma required.
• Ability to work independently, quickly and accurately.
• Ability to understand and follow written and oral instructions.
• Strong verbal and written communication skills.
• Strong attention to detail with the ability to find and correct errors.
• Ability to train others.
• Good working knowledge of Microsoft applications such as Word, Excel, Outlook, etc and the ability to learn new systems and applications.
• Ability to have a broad knowledge of banking regulations and compliance.

Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise level.

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 often required to: sit; use hands in repetitive motions to finger, grasp, handle or feel; and talk or hear. The employee is occasionally required to: stand; walk; and lift or reach with hands and arms. The employee may also be required to bend and twist.

Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be…