Loan Operations Specialist

Job Summary:

The Loan Operations Specialist ensures accurate and timely operations of the Bank's loan process to include but not limited to: post loan closing review of loan documents, verifying and auditing loan input, following up for loan documentation files (credit/collateral), maintaining document tracking exceptions, performing loan research and resolving problems.

Primary Duties and Responsibilities:

The duties listed below are some of the duties that may be assigned and may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job duties.

• Review loans booked on the system for accuracy in accordance with the approval.
• Maintain the physical and digital loan files.
• Document collateral exception tracking/reporting.
• Document financial / covenant related exceptions tracking / reporting.
• Process / maintenance follow-up documentation / exceptions.
• Communicate with the market regarding any research request.

Type and Scope of Supervisory Responsibilities:

• This position has no supervisory experience