Firstpeoplesbank
Loan Documentation Specialist - Pine Mountain, Georgia
Firstpeoplesbank, Pine Mountain, Georgia, United States, 31822
FIRST PEOPLES BANK
Loan Documentation Specialist
MUST BE ABLE TO PASS BACKGROUND CHECK AND CREDIT SCREENING
Department Operations
Department Head Operations Manager
Reports To Operations Manager
Summary This position is primarily responsible for receiving, reviewing, tracking, maintaining, and organizing essential documentation related to the loan portfolio of the bank. Additionally, this position will learn and assist with all aspects of loan operations.
Specific Job Functions
Reviews closed and booked loan packages and related documentation checklist(s), verifying presence, accuracy, completeness, and proper execution of all required documents.
Accurately identifies each loan document and places into the appropriate position in FDM via scanner.
Understands various legal entities, required documentation for the types of entities, and signature requirements.
Creates ticklers for documents as required.
Scans miscellaneous loan documents.
Files new loan folders and pulls and processes paid out loan files, including cancellation of liens.
Tracks and maintains insurance, calls or emails insurance companies to keep policies up to date, communicates with loan officers to obtain valid policy information from customers, tracks force-placed and flood insurance.
Perfects liens on collateral items (deeds, modifications, leases and rents, UCC filings, and titles). Reviews files to ensure appropriate documents were prepared, mails items to appropriate county or state offices, files electronic liens.
Appraisal Processing- Will assist in ordering and logging appraisals that cannot be ordered through the third-party appraisal service provider.
Creates exception reports to send out to lending group weekly, reviews financial documentation requirements monthly, communicates with lenders, loan assistants, and loan operations when necessary to gather further information to accurately review packages and cite or close exceptions.
Gathers and provides requests for audits and examinations.
Cross-trained in all aspects of Loan Operations to back up other team members as needed
Ability to be trained and fully understand the different bank systems including but not limited to Bancpac, ImageCentre, DocuSign, FDM, FRM, and others as assigned.
Demonstrates accuracy and thoroughness and display commitment to excellence by looking for ways to improve and promote quality. Applies feedback to improve performance.
Meets productivity standards and complete work in a timely manner.
Communicates and interacts well with First Peoples Bank associates, customers, other banks and vendors. Be able to escape issues as needed to supervisor for further assistance as needed.
Assists other areas of Operations as time permits to include but not limited to wire transfers, internal transfers, assisting with ACH origination, and processing incoming and outgoing mail.
Completes assigned training and seeks additional opportunities to improve skills in both regulatory and compliance knowledge, software and systems, and interpersonal skills.
Adheres to all federal and state regulatory requirements as required by law.
Equipment Used Must be able to efficiently operate a computer, fax machine, scanner, copier, printer, and other office equipment.
Supervisory Responsibilities This position has no supervisory responsibilities.
Work Environment This position operates in the Operations Center on Monday through Friday.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position requires the ability to sit at a desk for extended periods of time, reach, bend, walk or maneuver around the bank and occasionally lift up to 15 pounds.
Position Type/Expected Hours of Work This is a full-time, in-person position. Typical days and hours of work are - Monday-Friday from 8:30 am to 5:00 pm. This position is located at the bank's main office located in Pine Mountain, Georgia.
Travel No travel is expected for this position, with the exclusion of occasional training opportunities and staff meetings.
Qualifications
Minimum of 1 year of job-related experience.
Must be a Notary Public or able to become certified.
Possesses a high level of organization, accuracy, attention to detail and follow-though on assignments.
Desire and ability to work both independently and as a team.
Excellent verbal, written and interpersonal communication skills required.
Time management and organizational skills to effectively prioritize multiple objectives and achieve volume goals.
Ability to take initiative and take ownership of assigned job duties.
Must be proficient with Microsoft office programs such as Outlook, Word, and Excel.
Ability to work with all levels of management under pressure and strict deadlines.
A strong commitment to a team culture and positive attitude is required.
Maintains a dependable record of attendance and timeliness.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Additionally, duties, responsibilities, activities and work hours are subject to change.
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MUST BE ABLE TO PASS BACKGROUND CHECK AND CREDIT SCREENING
Department Operations
Department Head Operations Manager
Reports To Operations Manager
Summary This position is primarily responsible for receiving, reviewing, tracking, maintaining, and organizing essential documentation related to the loan portfolio of the bank. Additionally, this position will learn and assist with all aspects of loan operations.
Specific Job Functions
Reviews closed and booked loan packages and related documentation checklist(s), verifying presence, accuracy, completeness, and proper execution of all required documents.
Accurately identifies each loan document and places into the appropriate position in FDM via scanner.
Understands various legal entities, required documentation for the types of entities, and signature requirements.
Creates ticklers for documents as required.
Scans miscellaneous loan documents.
Files new loan folders and pulls and processes paid out loan files, including cancellation of liens.
Tracks and maintains insurance, calls or emails insurance companies to keep policies up to date, communicates with loan officers to obtain valid policy information from customers, tracks force-placed and flood insurance.
Perfects liens on collateral items (deeds, modifications, leases and rents, UCC filings, and titles). Reviews files to ensure appropriate documents were prepared, mails items to appropriate county or state offices, files electronic liens.
Appraisal Processing- Will assist in ordering and logging appraisals that cannot be ordered through the third-party appraisal service provider.
Creates exception reports to send out to lending group weekly, reviews financial documentation requirements monthly, communicates with lenders, loan assistants, and loan operations when necessary to gather further information to accurately review packages and cite or close exceptions.
Gathers and provides requests for audits and examinations.
Cross-trained in all aspects of Loan Operations to back up other team members as needed
Ability to be trained and fully understand the different bank systems including but not limited to Bancpac, ImageCentre, DocuSign, FDM, FRM, and others as assigned.
Demonstrates accuracy and thoroughness and display commitment to excellence by looking for ways to improve and promote quality. Applies feedback to improve performance.
Meets productivity standards and complete work in a timely manner.
Communicates and interacts well with First Peoples Bank associates, customers, other banks and vendors. Be able to escape issues as needed to supervisor for further assistance as needed.
Assists other areas of Operations as time permits to include but not limited to wire transfers, internal transfers, assisting with ACH origination, and processing incoming and outgoing mail.
Completes assigned training and seeks additional opportunities to improve skills in both regulatory and compliance knowledge, software and systems, and interpersonal skills.
Adheres to all federal and state regulatory requirements as required by law.
Equipment Used Must be able to efficiently operate a computer, fax machine, scanner, copier, printer, and other office equipment.
Supervisory Responsibilities This position has no supervisory responsibilities.
Work Environment This position operates in the Operations Center on Monday through Friday.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position requires the ability to sit at a desk for extended periods of time, reach, bend, walk or maneuver around the bank and occasionally lift up to 15 pounds.
Position Type/Expected Hours of Work This is a full-time, in-person position. Typical days and hours of work are - Monday-Friday from 8:30 am to 5:00 pm. This position is located at the bank's main office located in Pine Mountain, Georgia.
Travel No travel is expected for this position, with the exclusion of occasional training opportunities and staff meetings.
Qualifications
Minimum of 1 year of job-related experience.
Must be a Notary Public or able to become certified.
Possesses a high level of organization, accuracy, attention to detail and follow-though on assignments.
Desire and ability to work both independently and as a team.
Excellent verbal, written and interpersonal communication skills required.
Time management and organizational skills to effectively prioritize multiple objectives and achieve volume goals.
Ability to take initiative and take ownership of assigned job duties.
Must be proficient with Microsoft office programs such as Outlook, Word, and Excel.
Ability to work with all levels of management under pressure and strict deadlines.
A strong commitment to a team culture and positive attitude is required.
Maintains a dependable record of attendance and timeliness.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Additionally, duties, responsibilities, activities and work hours are subject to change.
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