Evolve Bank & Trust
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Loan Operations Specialist
role at
Evolve Bank & Trust
1 day ago – Be among the first 25 applicants.
Job Description:
This position performs duties associated with the daily functions and processing of the servicing of loans, post‑closing, records management, imaging and quality control functions. Responsibilities include compliance, data entry, record keeping, research, customer service, escrow and/or account reconciliation. The specialist may review loan documents and handle government regulatory reporting.
Main Job Tasks & Responsibilities:
Assist with all collateral lien release and lien perfection tasks for various collateral types including real estate, vehicle titles, UCC filings, stock certificates, and savings/CD accounts.
Ensure compliance with bank policies, guidelines and regulatory requirements related to flood insurance, hazard insurance, and the Servicemembers Civil Relief Act (SCRA) for the life of the loan.
Process new and renewed loan input and verifications, including loan funding; manage payments, payoffs, and maintenance.
Maintain loan system data integrity to reflect loan file contents and ensure accurate management reporting.
Prepare reconciliations for general ledger and deposit accounts; clear reconciling items and collaborate with other areas to reduce risks in general ledgers.
Review loan documents for accuracy and maintain document exceptions.
Process various integrity reports to ensure data accuracy.
Manage records: incoming and outgoing document processing to make loan information available digitally through scanning, indexing and delivery.
Answer telephone inquiries, both internal and external, regarding processing and operations issues and facilitate resolution.
Perform additional responsibilities and duties as directed by Leadership.
Education & Experience:
High school diploma with experience in banking industry or related field required.
Must possess accurate typing, spelling and grammar skills as well as superior written and oral communication skills.
Key Competencies:
Ability to set priorities and meet deadlines.
Willingness and capability to define problems and propose practical solutions.
Knowledge of loan operations and loan regulations.
Strong communication, leadership and attention to detail.
Capability to build rapport with core departments and internal/external partners, and to organize and prioritize daily responsibilities.
Seniority level
Entry level
Employment type
Full‑time
Job function
Finance and Sales
#J-18808-Ljbffr
Loan Operations Specialist
role at
Evolve Bank & Trust
1 day ago – Be among the first 25 applicants.
Job Description:
This position performs duties associated with the daily functions and processing of the servicing of loans, post‑closing, records management, imaging and quality control functions. Responsibilities include compliance, data entry, record keeping, research, customer service, escrow and/or account reconciliation. The specialist may review loan documents and handle government regulatory reporting.
Main Job Tasks & Responsibilities:
Assist with all collateral lien release and lien perfection tasks for various collateral types including real estate, vehicle titles, UCC filings, stock certificates, and savings/CD accounts.
Ensure compliance with bank policies, guidelines and regulatory requirements related to flood insurance, hazard insurance, and the Servicemembers Civil Relief Act (SCRA) for the life of the loan.
Process new and renewed loan input and verifications, including loan funding; manage payments, payoffs, and maintenance.
Maintain loan system data integrity to reflect loan file contents and ensure accurate management reporting.
Prepare reconciliations for general ledger and deposit accounts; clear reconciling items and collaborate with other areas to reduce risks in general ledgers.
Review loan documents for accuracy and maintain document exceptions.
Process various integrity reports to ensure data accuracy.
Manage records: incoming and outgoing document processing to make loan information available digitally through scanning, indexing and delivery.
Answer telephone inquiries, both internal and external, regarding processing and operations issues and facilitate resolution.
Perform additional responsibilities and duties as directed by Leadership.
Education & Experience:
High school diploma with experience in banking industry or related field required.
Must possess accurate typing, spelling and grammar skills as well as superior written and oral communication skills.
Key Competencies:
Ability to set priorities and meet deadlines.
Willingness and capability to define problems and propose practical solutions.
Knowledge of loan operations and loan regulations.
Strong communication, leadership and attention to detail.
Capability to build rapport with core departments and internal/external partners, and to organize and prioritize daily responsibilities.
Seniority level
Entry level
Employment type
Full‑time
Job function
Finance and Sales
#J-18808-Ljbffr