POSITION: Operations Clerk - Loan Booking
REPORTS TO: Booking Supervisor
INDIRECTLY REPORTS TO: Senior Vice President of Loan Operations
REPORTS TO THIS POSITION: None
FLSA STATUS: Non-Exempt
ROLE SUMMARY:
Responsible for the accurate booking and processing of newly originated loans as well as loan modifications and renewals to the Banks core operating system.
SPECIFIC JOB FUNCTIONS (DUTIES/RESPONSIBILITIES):
· Accurately process new, modified, and renewed consumer and commercial loan types within the Bank’s core platform.
· Perform daily balancing of the payment and fees in process general ledger account.
· Assist in the daily processing of loan account maintenance and branch associate requests.
· Participate in the daily review and remediation of unposted and rejected loan items as well as the cash items general ledger account.
· Perform other duties as assigned.
JOB REQUIREMENTS:
KNOWLEDGE/SKILLS/ABILITIES REQUIRED:
· Ability to make sound decisions within proper authority and use good judgment based on authority vested by the Loan Booking Supervisor; know when to refer situations to a higher authority.
· Strong analytical skills with attention to detail and ability to identify and interpret detailed documentation.
· Ability to work in a high-information, high-responsibility, frequently changing environment.
· Excellent initiative and drive skills, proactive teamwork, cooperation and interpersonal skills.
· Ability to work with limited supervision and to plan and organize daily workflow to achieve set objectives and deadlines.
· Excellent oral and written communication skills, ability to communicate effectively with a broad base of internal associates.
· Strong organizational, multi-tasking and prioritization skills.
· Possess the necessary interpersonal skills to facilitate proactive teamwork, to communicate effectively and maintain a friendly, courteous, and professional demeanor at all times.
· Ability to maintain a sound understanding of lending documentation.
· Ability to identify problems and resolve them in a proactive, timely manner.
· Strong PC skills with emphasis on Microsoft Office and web-based applications.
EDUCATION/EXPERIENCE REQUIREMENTS:
· Associate’s degree or equivalent experience.
· Two to four years of financial services experience preferred.
· Capable user of computer systems and technology, including word-processing, spreadsheets, etc.
· Possess strong interpersonal, communication and leadership skills.