About this role
Role Overview
- This role will manage preparing and reviewing loan documentation while providing support to a variety of tasks related to the loan process
- Activities will include independently processing and closing loans within a complex loan operations environment
- Integrates a solid understanding of industry and business standards and practices of loan documentation processes
- Deals with most loan-related problems independently and has some latitude to resolve complex issues, where expertise is required to interpret against policies, guidelines, or processes
- Applies judgment when interpreting data, preparing reports, and presents findings to management
- Make resolution recommendations based on identified trends and facts
- Designs and analyzes complex reports often related, but not limited to loan documentation processes to satisfy management requirements and support/control activities
- Participates in and supports the implementation of projects and process improvement initiatives
- Interprets data and makes recommendations for the launch of new products/services and upgraded platforms that loan documentation/processing functions
- Demonstrates a understanding of the loan documentation processes to identify policy gaps and formulate policies to support the streamlining of related work processes
- Minimizes risk to the bank through a solid understanding of procedural requirements
- provides solutions to reduce errors, to adhere to audit and control policies
- Serves as a checker for systematic transactions as a last line of defense
- Timely escalation and resolution of all inquiries and issues related to loan documentation
- Applies a solid understanding of how the team and area integrate with others in accomplishing the objectives of the sub-unit
- Provides informal guidance and/or on-the-job-training to new team members
- Works closely with own team and internal stakeholders in order to meet client needs
- Has direct interaction with external customers to disseminate or explain information
Requirements
- 2
- 5 years relevant experience
- Basic knowledge of Business Processes, Systems and Tools used in the Loan Process
- Demonstrate understanding of Loan Processes, Procedures, Products and Services
- General awareness of managing, preparing, and reviewing loan documentation
- Able to identify, mitigate, manage, resolve, and escalate risks and issues
- Reasonable awareness of risk types, policies and control measures and processes
- Comply with applicable laws, rules, and regulations, and adhering to Policies
Benefits
- medical, dental & vision coverage
- 401(k)
- life, accident, and disability insurance
- wellness programs
- paid time off packages including planned time off (vacation), unplanned time off (sick leave), and paid holidays