Overview
Loan Operations – Document Upload Jobs in Elizabethtown, KY at Cecilian Bank
Full Job Description
Job Title: Loan Operations – Document Upload
Reports to: Loan Operations Officer
Status: Full-Time, Non-Exempt
Department: Lending and Credit Admin
JOB SUMMARY:Under general supervision, review loan documentation for compliance with loan policy and approve booking, scanning and checkback of loan documents.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Comply with and assist others in complying with all relevant laws, regulations, and policies.
Assist bank officers and other bank personnel with inquiries regarding proper loan documentation and provide general assistance on loan documentation questions.
Enter new loans or loan change in terms into the core processing system.
Research and resolve problems with any loan documents and/or loan tickets.
Checkback all loans that were entered into the core processing system to ensure accuracy.
Review the loan documentation and enter any loan exceptions for reminders of loan-related items.
Set up internal, external or ACH transfers for customers loan payments.
Scan documents into imaging system
Check back scanned loan files in document retention system to ensure accuracy.
Ensure all templates used to upload loans is up to date with necessary information.
Collect and distribute all internal and external loan operations mail.
Order any needed RVC Checks.
Review loan documents that have been saved to cure a previous loan exception to ensure proper steps have been taken to remove exception from our core processing system.
ADDITIONAL DUTIES AND RESPONSIBILITIES
Responsible for maintaining individual P.E.P. monthly.
Assist the bank in efforts to obtain and retain customers
Conduct duties and responsibilities in a manner that supports the bank’s profitability goals, including helping the bank not to lose money and helping the bank save money by improving job processes and achieving operational excellence
Adequate cross training of all job duties have been considered.
Other duties as assigned by Management
KNOWLEDGE, SKILLS AND ABILITIES
Knowledge of banking laws and regulations as they pertain to this position
Knowledge of core processing system
Working knowledge of Microsoft Office products and effective computer skills
Ability to deal continuously with confidential information and to work under deadlines
Strong organizational skills and accuracy
Self-starter and have the ability to research and stay current on banking laws
Ability to read and interpret documents such as policy and procedure manuals
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent.
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
Good oral, written and human relations skills.
Good attention to detail and ability to deal tactfully with customers, both external and internal.
WORK ENVIRONMENTAND PHYSICAL DEMANDS
In order to successfully perform the essential functions of this position:
The employee is …
Title: Loan Operations – Document Upload
Company: Cecilian Bank
Location: Elizabethtown, KY
Category:
