Loan Operations Clerk
Assist SVP/Loan Operations Manager with the daily activities for the department.
Essential Duties and Responsibilities:
1. Balancing the Loan Disbursement check account daily.
2. Maintain and monitor the paid off loans report daily.
3. Process debits to deposit accounts for Loan Payments as requested by officers.
4. Process advance requests for loans in Horizon System.
5. Complete Verifications of Mortgage as requested by third parties.
6. Properly upload and index Loan Documentation to FDM Document Management for all loans.
7. Input automatic payment as requested by customers or officers.
8. Back up for Review posted transaction report on a daily basis to ensure accuracy.
9. Backup to prepare Extension Letters and process same in the Horizon System.
10. Backup for scanning and indexing all Documentation transfer from Legal Department in FDM.
11. Backup for scanning and indexing of all correspondence, insurance policies, updated financial information, Annual Reviews and request for payments/advances etc. received daily.
12. Backup to prepare outgoing wire transfers for Loan Participation payments.
13. Back up for updating Ticklers in Horizon system for Annual Reviews and Abrigo tickler system.
14. Backup for Booking/input of all types of loans including Commercial, Installment, Residential Mortgage Loans, HELOCs or changes to existing loans in the Horizon System.
15. Backup to issue cashier’s checks for appraisals, appraisal reviews and environmental reports.
16. Backup for Issue cashier’s checks for UCC-3 for payments to the State.
17. Back up for Review of Tickler Report to ensure pending items are received in a timely manner, as well as send follow-up emails together with system generated letters/report to Account Officers and attorneys for pending items appearing in the Tickler report.
18. Review of Tickler Report for verification of Future rate and payments changes.
19. Any special project assigned by the supervisor.
20. Assist any area that needs help within the department.