Loan Operations Assistant

DEPARTMENT: Loan Review Compliance

SUPERVISOR: Loan Operations Supervisor

SCHEDULE: 40 Hours (Monday - Friday, 8 AM - 5 PM)

POSITION SUMMARY: The Loan Operations Assistant provides both employees and customers with loan information and performs assigned daily duties.

POSITION RESPONSIBILITIES: General Job Functions
• Provides the Synergy Bank standard of excellence in customer service.
• Maintains honesty and the highest level of ethical standards.
• Handles assigned daily duties in the department which could include the following: new loan uploads, renewals/extensions, credit references, participation processing, process payouts, image documents to credit file, non-post processing, CIP, early disclosures, escrow, insurance, property taxes, loan review, denials, exceptions, credit life insurance, credit bureau reporting and disputes, collateral, G/L balancing, daily work review, etc.
• Answers phone calls as necessary and assists customers according to the Bank’s telephone customer service standards.
• Checks back new loans, maintenance, and balance accounts.
• Explains, promotes, and sells bank products and services that enhance the customer’s banking experience.
• Performs administrative duties such as labeling, copying, scanning, and filing various loan documents.
• Responsible for quoting payoffs on existing loans.
• Assists Lenders and Loan Assistants as needed, or as directed by Management.