Loan Operations Specialist I

Description

Position Summary

Responsible for reviewing loan files to ensure the files possess the proper documentation to meet compliance standards. Provide various administrative and clerical support to the Loan Department as needed.

Principal Duties and Responsibilities

• Duties include some or all of the following on a periodic basis:
  • Perform general office/clerical duties on a daily basis which include but not limited to preparing, producing, copying, and distributing loan documents using a PC
  • Monitors post-closing exceptions items and works with Title Companies, Insurance Companies, the Secretary of State and County Clerk offices to collect the proper documentation to keep the loan file in compliance
  • Post-closing exception items examples include but not limited to Hazard insurance, Life insurance, paid property taxes, UCC filings, real estate filings, motor vehicle filings and Title Binders/Policies
  • Monitors the note vault and any incoming technical exceptions emails and phone calls; maintaining customer contact, assisting with any questions or concerns, and keeping employees informed of their file’s status.
  • Review, Approve, Scan and Upload new/updated documentation which includes identifying the document name and purpose of each document.
  • Process end of month paid off files which includes releasing collateral and other file items
  • Maintain note vault and breakroom supplies which includes ordering, inventory review and organizing
  • Works directly with our third-party mortgage servicing center to resolve customer issues
  • Maintains various tracking logs to ensure exception items are received prior to expiration
  • Assist with payment processing through a micr scanner and receives notification to post online payments
• Presents information both clearly and concisely and regularly confirms correct interpretation of information
• Demonstrates a courteous, pleasant, self-motivated, and dependable behavior. Maintaining a professional environment in both appearance and conduct.
• Maintains the security and confidentiality of pertinent information and records.
• Understands and agrees to abide by the policies and procedures established by Susser Bank.
• Performs duties in compliance with applicable laws and regulations.
• Performs additional duties as assigned or directed.

Qualifications

Education and Experience Required

• High School diploma or GED
• Six months of job related experience preferred

Skills and Abilities Required                          

• Be of good character, work ethics and self-starter
• Basic knowledge of MS Office (Word, Excel, and Outlook)
• Strong verbal and written communication

Susser Bank is an equal opportunity employer.  Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.