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Role and Responsibilities

• Responsible for loan files from any or all points including loan processing, loan documentation preparation, pre-boarding data entry, loan documentation review, loan closing, call backs, and/or tickler/file maintenance.
• Prepare new loan, renewal and modification legal documents for consumer and commercial loans in LaserPro.
• Review booked loans for accuracy and assist with the internal/external audit requests.
• Organize Loan documentation, work with lenders, applicants, underwriters, and others to complete processing.
• Execute closing actions to ensure a timely and effective closing process.
• Maintain a positive relationship with the borrower, Loan Officer, and Title Company and be able to request and obtain specified and required documents for closing.
• Work with title to obtain Prelim/Title Policies and Proformas to order proper endorsements and requirements to clear items to secure collateral position.
• Prepare a needs list consisting of outstanding items needed to submit a file for underwriting.
• Create a file for all borrower information, financials etc.
• Gather and review information provided by the borrower.
• Review credit report and all other 3rd party reports
• File UCC’s per various UCC requirements
• Point of contact for BDO’s, Customers, Title and Escrow Officers
• Follow up on outstanding entity requirements and understand entity documents to identify authorized signors for loan documents.
• May work with internal partners to reconcile GL and other accounts.
• May interact with outside service providers or government agencies.
• Review, understand, and adhere to bank Human Resources, Information Technology, Credit, and other related policies and procedures.
• Maintain a working knowledge of banking, regulatory requirements, lending products, and credit.
• Other duties as assigned.

·        Qualifications

• Bachelor’s Degree or minimum of 2-4 years related bank operations experience.
• 2 years working in loan processing and/or servicing
• Baseline knowledge of financial theories and concepts in applicable discipline, accounting, finance, and cash flow familiarity
• Working knowledge of various types of loans.
• Working knowledge of entity structures, organizational documentation, and state filing requirements.
• Strong analysis, research and verbal and written communication skills.
• Must be detail oriented.
• Microsoft office suite (Word, Excel, Outlook, PowerPoint) proficiency
• FISERV experience a plus
• LaserPro experience a plus
• Team player with positive attitude and willing to grow and learn.

Employment Type

·        Full-time