Loan Service Assistant

Position Summary:

Support loan operations and lending activities for both commercial and consumer loan portfolios

Qualifications Required:

High School/GED diploma Minimum three years' experience with commercial loan servicing Proficiency in using Excel, Word, Outlook and other applicable software

Basic Accounting Skills Qualifications Desired:

Minimum one year consumer loan servicing Basic Accounting Skills Customer service experience Prior Experience with Fiserv

CORE DNA

Operating System Essential Functions and Responsibilities:

Accurately input all commercial loans on the

CORE DNA

system including Commercial Mortgages, Term Loans, Lines of Credit, Letters of Credit, Time Loans, Participated Loans, Master Lines, SBA Loans Accurately input all consumer loans on

CORE DNA

system including Consumer Secured and Consumer Unsecured Perform quality control reviews of loan bookings i.e. review of loan documents Process loan fees and costs in accordance with standard accounting practices Update borrower information in collateral and/or credit files as required Accurately complete approved/authorized loan maintenance requests received from various Lending areas including, Scheduled Review Update, Loan Officer Changes, Risk Rating Changes, Document Request Updates, etc. Process line advance requests accurately; verify availability, proper approval and compliance with loan conditions Produce and verify loan billings and notices and review for accuracy prior to mailing Process payoff requests in a timely manner i.e. pre-payment penalties Monitor paid loans, execute releases of collateral, return documentation to borrowers Assist lending staff and customers with questions and issues regarding loans Process loan payments accurately and timely in accordance with payment schedule Service Banks portfolio of "pool" loans and purchased mortgages Service Banks portfolio of SBA Reconcile various daily, weekly, monthly and quarterly reports i.e. general ledger Inform manager of any issues or discrepancies found Assist in the monitoring of collateral files i.e. mortgage deeds, motor vehicle titles, etc. Inform Lending Officers of documentation deficiencies and defects Assist with the origination of letters relating to insurance renewals i.e. Hazard, etc. Assist with updating

CORE DNA

system with insurance renewal policies, appraisals, UCC filings and recorded documents Assist manager with internal and external auditors and examiners audit requests Develop strong knowledge of bank services and products Regular and predictable attendance Adhere to all the policies/procedures/requirements outlined in Employee Handbook Comply with all Bank policies, procedures, audit requirements, and federal regulations Complete all required training within deadlines as related to this position Perform other related duties as assigned

Success Factors/Job Competencies:

Ability to work well independently and with others High degree of accuracy and attention to detail Strong communication skills, written and verbal Organizational and time management skills

Job Type:

Full-time Pay:

$45,000.00 - $65,000.00 per year

Work Location:

In person