Loan Operations Specialist

Title: Loan Operations Specialist

Location: OC

Reports to: Account Servicing Supervisor

Job Summary:

Under the direct supervision of an Account Servicing Department Supervisor, it is the basic responsibility of the Loan Operations Specialist to input and maintain customer’s loan account information within the bank’s database, track supporting documents, and balance related internal accounts through the consistent use of best practices for compliance, accuracy, completeness, timeliness, and other relevant measures of quality.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Duties/Responsibilities:

• Add and release loan collateral holds on deposit accounts pursuant to loan documents and release authorizations
• Enter real estate collateral information into property tax tracking database
• Analyze Escrow accounts on an annual basis
• Verify completeness and accuracy of Synergy document database for deposit and loan accounts which may be input and modified at all bank locations
• Receive loan files and update appropriate workflow
• Handle routine inquiries made by customers or other bank employees in an efficient and courteous manner
• Adhere to sensitive deadline and time constraints
• Perform all necessary duties to ensure effective workflow and effective realization of total department goals

Required Skills/Abilities:

• Ability to exhibit our core values; Integrity, Enthusiasm, Accountability, Excellence, Customer First, Professionalism, and Respect.
• Ability to identify and report risks that could impede the reputation, safety, security, or financial success of the bank. 
• Must work well within a team and help create a positive team environment
• Ability to communicate effectively with customers as well as other employees
• Excellent organizational skills
• Must be capable of performing multiple tasks on a regular basis
• Problem Sensitivity
• Commitment to Quality
• Exercise a willingness and commitment to adhere to the bank’s core values.
• Ability to identify and report risks that could impede the reputation, safety, security, or financial success of the bank. 

Education and Experience:

• Associate degree preferred
• Bookkeeping/banking experience may compensate for formal education
• Microsoft Word and Excel experience