Loan Operations SpecialistFort Worth, TXReports to: AVP, Loan Operations Supervisor The Loan Operations Specialist position is primarily responsible for general Loan Operations duties including document tracking items after booking through payoff status, imaging loan documents, working daily loan operational reports, booking and payoff processing. Provides back up and assistance for other loan operations staff. Incumbent applies general knowledge of documentation principles and regulations to work performed. Must have moderate knowledge of all types of entity documentation, compliance, escrow, and collateral requirements for all types of borrowers, loans, and collateral items. Works under general supervision and in compliance with established policies, procedures and regulations. |
Essential Functions(Majority of duties, but not meant to be all inclusive nor prevent other duties from being assigned as necessary)
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Knowledge, Skills & Abilities(Minimum education, experience, technical and communication skill levels and licenses/certificates normally required to perform the duties of this position.)
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Working Conditions(Typical working conditions associated with this type of work and environmental hazards, if any, that may be encountered in performing the duties of this position.) Internal – Work is normally performed in climate-controlled office environment, where exposure to conditions of extreme heat/cold, poor ventilation, fumes and gases is very limited. Noise level is moderate and includes sounds of normal office equipment (computers, telephones, etc.). No known environmental hazards are encountered in normal performance of job duties. External – N/A |
Physical Demands(The physical effort generally associated with this position) Work involves standing and walking for brief periods of time, but most duties are performed from a seated position. Work may include occasional pushing, pulling, or carrying objects weighing up to 20 pounds such as files, documents, and computer printouts. Work normally requires finger dexterity and eye-hand coordination to operate computer keyboard at an advanced skill level. Position includes moderate reading (10% or more of work time spent reading) and extensive computer usage (60% or more of work time viewing computer monitor) as well as close or highly concentrated visual work. Receive detailed information through verbal communication both in person and by telephone. |
Working Relationships / Contacts(Positions, other than supervisor and immediate co-workers, with which incumbent has frequent contact and the reason for contact.) Internal – Extensive contact with personnel throughout the Corporation. External – Frequent contact with customers and insurance providers in order to obtain or provide information and/or assistance and to resolve exception items. Supervision of Others – N/A |
ACCOUNTABILITY(Budget/asset amount managed, revenues/profits produced, and/or other financial resource incumbent is accountable for. Also, indicates judgement/decision making level.) This position is responsible for effectively and accurately managing the exception tracking, working loan operational reports, processing paid off loans for the bank, providing backup and assistance for loan booking, and booking QC as well as achieving individual production goals. The Loan Operations Specialist has the sole responsibility to apply expertise and judgment on the quality of the loan documentation received, control over exception management, and analysis.
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