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Operation specialist

Lake Michigan Credit Union
Fort Myers, FL Full Time
POSTED ON 6/4/2024

Job Summary :

The Loan Operations Specialist role is responsible for performing a variety of routine and non-routine daily loan operations activities, documentation preparation, and follow-up of commercial loans.

Responsibilities :

  • Exceed Member expectations by making their needs a priority
  • Performs day-to-day loan operations functions for all lending transactions booked by the Commercial Loan Operations Department
  • Prepare and file UCC Continuations
  • Maintain insurance tracking Phone contact with clients & insurance agents to get policy renewals.
  • Order tax service contracts
  • Work closely with loan processors and lenders
  • Handle general customer inquires, both external and internal
  • LaserPro Doc Prep / Review
  • Loan Booking
  • Escrow Monitoring
  • Imaging
  • HMDA / Adverse Action
  • All other duties as assigned from time to time

Preferred Education and Experience :

  • Two years banking or equivalent experience, preferably in loan operations, with a thorough knowledge of the loan service process
  • Requires strong attention to detail and organizational skills
  • Good verbal and written communication skills
  • Time management for understanding the urgency of customer needs.

    • Last updated : 2024-05-23

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