Loan Servicing Specialist II

Role Overview

• Perform complex and non ‑ routine administrative tasks requiring significant judgment and discretion in support of a Loan Operations team.
• Gather, interpret, and transcribe complex or non ‑ standard information to ensure loan boarding packages are accurately input into the core system according to bank, regulatory, and investor guidelines.
• Review documents such as loan approval forms, appraisals, title work, insurance, and other collateral ‑ related requirements to ensure proper lien perfection.
• Process complex and non ‑ standard loan boarding requests, conduct Quality Assurance reviews, and complete complex loan research and maintenance requests.
• Assist Account Officers by addressing questions regarding loan booking and loan maintenance requirements.
• Provide exceptional customer service, ensuring timely and accurate responses to internal and external requests.
• Meet established production and quality metric standards.
• Adhere to all corporate policies and procedures.

Requirements

• College degree preferred.
• Minimum three years of experience in a Loan Operations, Loan Processing, or directly related environment.
• Detailed knowledge of Retail and Commercial loan documentation requirements.
• Knowledge of federal and state regulatory requirements.
• Advanced communication and organizational skills.
• Familiarity with LAS and loan document platforms; proficient in Microsoft Excel and Word.
• Participation in all required compliance training, including Bank Secrecy Act/Anti ‑ Money Laundering training, as well as internal/external trainings, meetings, and conferences.