Job Description

Job Title: Loan Operations - Document Upload

Reports to: Loan Operations Officer

Status: Full-Time, Non-Exempt

Department: Lending and Credit Admin

JOB SUMMARY:

Under general supervision, review loan documentation for compliance with loan policy and approve booking, scanning and checkback of loan documents.


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Comply with and assist others in complying with all relevant laws, regulations, and policies. Assist bank officers and other bank personnel with inquiries regarding proper loan documentation and provide general assistance on loan documentation questions. Enter new loans or loan change in terms into the core processing system. Research and resolve problems with any loan documents and/or loan tickets. Checkback all loans that were entered into the core processing system to ensure accuracy. Review the loan documentation and enter any loan exceptions for reminders of loan-related items. Set up internal, external or ACH transfers for customers loan payments. Scan documents into imaging system and ensure accurate imaging for all electronically signed documents. Maintain electronically signed documents. Check back scanned loan files in document retention system to ensure accuracy. Ensure all templates used to upload loans is up to date with necessary information. Collect and distribute all internal and external loan operations mail. Order any needed RVC Checks.

ADDITIONAL DUTIES AND RESPONSIBILITIES

Responsible for maintaining individual P.E.P. monthly. Assist the bank in efforts to obtain and retain customers Conduct duties and responsibilities in a manner that supports the bank's profitability goals, including helping the bank not to lose money and helping the bank save money by improving job processes and achieving operational excellence Adequate cross training of all job duties have been considered. Other duties as assigned by Management

KNOWLEDGE, SKILLS AND ABILITIES

Knowledge of banking laws and regulations as they pertain to this position Knowledge of core processing system Working knowledge of Microsoft Office products and effective computer skills Ability to deal continuously with confidential information and to work under deadlines Strong organizational skills and accuracy Self-starter and have the ability to research and stay current on banking laws Ability to read and interpret documents such as policy and procedure manuals 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. Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Good oral, written and human relations skills. Good attention to detail and ability to deal tactfully with customers, both external and internal.

WORK ENVIRONMENT

AND PHYSICAL DEMANDS

In order to successfully perform the essential functions of this position:

The employee is regularly required to talk or hear. The employee frequently is required to walk; stand; sit; and use hands to finger, handle, or feel and reach with hands and arms to lift and/or move up to 20 pounds. The employee is occasionally required to stoop, kneel, crouch or crawl. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus. Some travel is expected in this position

EDUCATION AND EXPERIENCE

High school diploma or general education degree (GED) required Previous loan operations experience preferred


EQUAL OPPORTUNITY EMPLOYER VETERANS/DISABLED