What are the responsibilities and job description for the Loan Ops - Temporary Document Review Representative position at Community Bank System, Inc.?
At Community Bank System, Inc. (CBSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 230 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer wealth management, investment management, insurance and risk management, and benefit plan administration.
Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day.
To ensure our people can enjoy long and successful careers here at CBSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.
Responsibilities
As an integral member of the Loan Operations Department, this position is mainly responsible for review of loan documentation in order to ensure adherence to compliance and procedure.
- Review loan documentation for accuracy and adherence to compliance and procedures
- Ensure the accuracy of contract figures, disclosures, signatures and documentation for loan type
- Use the standardized checklist, if applicable, to complete the review process
- Review insurance applications and health questions; verify eligibility for coverage
- Identify errors in calculations and/or missing documentation
- Write exceptions for missing documentation
- Refer major loan violations to the supervisor for review
- Utilize an interface to put loan information on the core system
- Perform other related duties as assigned or directed
- Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion
- Provide assistance whenever necessary to help the Loan Operations Department as well as the Bank in achieving their annual goals
Qualifications
- High School Diploma or GED required
- Associates Degree in business-related field or equivalent in relative work experience preferred
- Strong attention to detail
- Proven organizational skills
- Ability to prioritize
- Work effectively under time constraints
- Good written and verbal communications skills
- Basic to intermediate computer skills
- Preference will be given to a candidate with at least two (2) years’ experience in banking and knowledge of lending products and services, as well as working knowledge of the required documentation for all loan types
Salary : $0
