Hours/Week: 40 Status: Full-Time Location: Beaumont – Delaware Branch Reports to (Position): Loan Operations Manager # Direct Reports: 0 _____________________________________________________________________________________
Position Summary:
Responsible for the review of consumer and commercial loan packages for complete and accurate collateral documentation and the verification of compliance with Bank policy, procedures, and regulatory guidelines. Also responsible for loan data input and loan funding.
Essential Duties and Responsibilities:
Conduct pre-funding review of loan files to assure all files are complete and accurate, have proper approval, and are within policy and procedure guidelines.
Responsible for initial loan funding.
Responsible for complete and accurate data input of consumer, commercial, commercial real estate and mortgage loans.
Identify exceptions and enter on tracking system and review and clear, as needed.
Assist with various projects, research and maintenance as needed.
Work closely with lending staff to resolve any loan file or customer issues.
May serve as back up for other department personnel in their absence
Adherence to the Bank’s BSA/AML policy and procedures
Any and all other duties as requested by management
Excellent written and verbal communication skills for effective interactions with employees and clients
Extensive reading and computer usage
Excellent organizational and communication skills
Basic accounting skills and escrow accounts
Exceptional attention to detail and be able to perform duties accurately with multiple interruptions throughout day
Ability to multi-task with accuracy and follow assigned tasks through completion and work independently
Ability to work well and communicate effectively with employees and customers.
Proficient knowledge of Microsoft Suite, including Word and Excel and basic office equipment
Experience using Jack Henry products such as Silverlake and Synergy
Must be able to work Monday through Friday from 8:00am to 5:00pm
Working Conditions:
Professional and fast paced banking environment
Works closely with others in a sometimes-noisy atmosphere
Physical Requirements: Indicate % of workday
Requirement
%
Requirement
%
Stand
Sit
95%
Kneel
Lift 25 Pounds
5%
Repetitive Tasks
Computer Keyboard
100%
Possible Travel
The above statements are intended to describe the general nature and level of work performed in this position. They are not intended as an exhaustive list of all duties and responsibilities.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected Veteran status.
Competitive medical and dental benefits (Blue Cross Blue Shield of TX) and vision benefits that are effective on Day 1! Company sponsored life insurance and long-term disability for FT employee. Matching 401k eligible after 90 days (starts 1st of following month). Student Assistance program after 12 months of employment (annual max).