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The Loan Doc & Proc Intmd Assoc Ayst is a developing professional role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices. This role manages preparing and reviewing loan documentation while providing support to a variety of tasks related to the loan process within a complex loan operations environment.
Job Responsibility:
Manage preparing and reviewing loan documentation
Provide support to tasks related to the loan process
Independently process and close loans within complex loan operations environment
Interpret data and prepare reports for management
Make resolution recommendations based on identified trends
Design and analyze complex reports related to loan documentation processes
Participate in implementation of projects and process improvement initiatives
Interpret data for launch of new products/services and upgraded platforms
Minimize risk to the bank through understanding of procedural requirements
Timely escalation and resolution of inquiries and issues
Provide informal guidance and on-the-job-training to new team members
Work with internal stakeholders to meet client needs
Direct interaction with external customers
Requirements:
2-4 years relevant experience
Basic knowledge of Business Processes, Systems and Tools used in the Loan Process
Demonstrate understanding of Loan Processes, Procedures, Products and Services
General awareness of managing, preparing, and reviewing loan documentation
Able to identify, mitigate, manage, resolve, and escalate risks and issues
Reasonable awareness of risk types, policies and control measures and processes
Comply with applicable laws, rules, and regulations, and adhering to Policies
Bachelor's/University degree or equivalent experience
What we offer:
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages including vacation, sick leave, and paid holidays
Discretionary and formulaic incentive and retention awards
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