Bellco Credit Union
Commercial Loan Servicing and Post Closing QA Specialist
Bellco Credit Union, Greenwood Village, Colorado, United States
Loan Servicing and Post Closing QA Specialist
Pay Competitive Employment type Other Job Description
Req#: 1871 Loan Servicing and Post Closing QA Specialist Bellco Corporate Offices, 7600 E Orchard Rd, Greenwood Village, Colorado, United States of America Req #1871 Tuesday, June 20, 2023 Thank you for your interest in Bellco Credit Union! We’re a local not-for-profit organization that has been giving back to our members, the communities we serve, and of course, our employees since 1936. Offering one of the best employee benefits packages around, Bellco is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. You’re a part of something more at Bellco—a place you can be proud of.
LOAN SERVICING AND POST CLOSING QA SPECIALIST
LOCATION: Corporate DIVISION: SVP - CMXO
FUNCTIONAL DESCRIPTION:
This position is responsible for commercial loan post-closing, servicing, and collateral administrative duties at Bellco ensuring completeness, accuracy, timeliness, and quality member service while guaranteeing financial security for Bellco and its members. This includes verifying complete loans files, confirming accuracy of loan onboarding into system of record, following up on missing documentation, ensuring business loan members receive documentation in a timely manner, collateral tracking, file maintenance, and other loan servicing duties that are required in the day-to-day support of Commercial and Small Business lending.
ORGANIZATIONAL RELATIONSHIPS:
Reports To: Sr. Manager – Real Estate and Commercial Lending Operations
Supervises: None
Contacts: Bellco members and employees. Potential email contact with loan participants. Frequent phone or email contact with Vendors, other financial institutions, title companies, appraisers, and various government agencies.
QUALIFICATIONS/REQUIREMENTS:
Education: High School Diploma or equivalent.
Experience : 3-5 years full service commercial loan processing or servicing experience preferred.
3-5 years basic banking experience
Experience with the following is preferred:
Imaging systems
Collateral perfection and tracking
Regulatory compliance for business loans
Understanding of business loan documents
General Business lending knowledge
General business loan file preparation
Skills: Working knowledge of loan servicing and business loan origination systems.
Strong analysis and problem-solving skills with attention to details.
Ability to work in a structured environment and within written procedures.
Professional verbal and written skills
Strong interpersonal skills – with internal and external customers.
Ability to meet deadlines.
Ability to handle medium volumes of inbound and outbound call traffic.
Ability to prioritize multiple tasks and responsibilities.
Ability to perform mathematical calculations with speed and accuracy.
Professional verbal and written skills.
Ability to work with Title Companies to obtain required documentation to complete the closed files.
Equipment: OSI core system; Business and Consumer loan origination systems.
PC, computer keyboard, telephone system; Internet (browser-based systems); Imaging systems
Must have the ability to navigate through, and work efficiently with, Windows-based system environments. File share systems
ESSENTIAL FUNCTIONS :
Demonstrate Bellco’s Act Nice Behaviors and Core Values in all interactions with members, prospective members, internal and external contacts.
Practices established Bellco Sales and Service Standards.
Working with management to develop and implement control systems that optimize operations or utilize new technologies to mitigate risk.
Audits loans by comparing the loan documents to the system of record for accuracy and escalating exceptions to management as appropriate.
Prepare post- closing loan file preparation, third party report requirements, security and title insurance documentation.
Performs maintenance and oversight on commercial loan portfolio for life of the loan. Which include the set up and tracking of portfolio ticklers for property insurance, property taxes, and inspections.
Responsible for the operation, processing, and general administration of Bellco’s cash management processes (to include business service wire, ACH, and OLB)
Monitors department email box for frontline and member issues and resolves accurately and within SLA.
Responsible for preparing, processing, and filing lien releases for loan payoffs on commercials loans.
Assist in the maintenance of all commercial loan policies and procedures documentation.
Regular and punctual attendance.
Assist in the creation and testing of business loan products and parameters on the OSI system.
Management retains the discretion to add to or change the duties of the position at any time.
WORKING CONDITIONS:
Office environment.
“Bellco Credit Union is the one organization passionately committed to improving our members’ quality of life by building their wealth and securing their financial future” Other details
Pay Type Hourly Min Hiring Rate $22.00 Max Hiring Rate $24.00 Apply Now
Offering free checking accounts, auto & home loans, mobile banking services & more! Open an account and view all Bellco Credit Union Colorado bank locations. Notice
Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at accessibility@talentify.io or 407-000-0000. Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility. An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at aedt@talentify.io or 407-000-0000.
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Pay Competitive Employment type Other Job Description
Req#: 1871 Loan Servicing and Post Closing QA Specialist Bellco Corporate Offices, 7600 E Orchard Rd, Greenwood Village, Colorado, United States of America Req #1871 Tuesday, June 20, 2023 Thank you for your interest in Bellco Credit Union! We’re a local not-for-profit organization that has been giving back to our members, the communities we serve, and of course, our employees since 1936. Offering one of the best employee benefits packages around, Bellco is a leader in fostering, developing, and engaging staff to become expert financial-service ambassadors. You’re a part of something more at Bellco—a place you can be proud of.
LOAN SERVICING AND POST CLOSING QA SPECIALIST
LOCATION: Corporate DIVISION: SVP - CMXO
FUNCTIONAL DESCRIPTION:
This position is responsible for commercial loan post-closing, servicing, and collateral administrative duties at Bellco ensuring completeness, accuracy, timeliness, and quality member service while guaranteeing financial security for Bellco and its members. This includes verifying complete loans files, confirming accuracy of loan onboarding into system of record, following up on missing documentation, ensuring business loan members receive documentation in a timely manner, collateral tracking, file maintenance, and other loan servicing duties that are required in the day-to-day support of Commercial and Small Business lending.
ORGANIZATIONAL RELATIONSHIPS:
Reports To: Sr. Manager – Real Estate and Commercial Lending Operations
Supervises: None
Contacts: Bellco members and employees. Potential email contact with loan participants. Frequent phone or email contact with Vendors, other financial institutions, title companies, appraisers, and various government agencies.
QUALIFICATIONS/REQUIREMENTS:
Education: High School Diploma or equivalent.
Experience : 3-5 years full service commercial loan processing or servicing experience preferred.
3-5 years basic banking experience
Experience with the following is preferred:
Imaging systems
Collateral perfection and tracking
Regulatory compliance for business loans
Understanding of business loan documents
General Business lending knowledge
General business loan file preparation
Skills: Working knowledge of loan servicing and business loan origination systems.
Strong analysis and problem-solving skills with attention to details.
Ability to work in a structured environment and within written procedures.
Professional verbal and written skills
Strong interpersonal skills – with internal and external customers.
Ability to meet deadlines.
Ability to handle medium volumes of inbound and outbound call traffic.
Ability to prioritize multiple tasks and responsibilities.
Ability to perform mathematical calculations with speed and accuracy.
Professional verbal and written skills.
Ability to work with Title Companies to obtain required documentation to complete the closed files.
Equipment: OSI core system; Business and Consumer loan origination systems.
PC, computer keyboard, telephone system; Internet (browser-based systems); Imaging systems
Must have the ability to navigate through, and work efficiently with, Windows-based system environments. File share systems
ESSENTIAL FUNCTIONS :
Demonstrate Bellco’s Act Nice Behaviors and Core Values in all interactions with members, prospective members, internal and external contacts.
Practices established Bellco Sales and Service Standards.
Working with management to develop and implement control systems that optimize operations or utilize new technologies to mitigate risk.
Audits loans by comparing the loan documents to the system of record for accuracy and escalating exceptions to management as appropriate.
Prepare post- closing loan file preparation, third party report requirements, security and title insurance documentation.
Performs maintenance and oversight on commercial loan portfolio for life of the loan. Which include the set up and tracking of portfolio ticklers for property insurance, property taxes, and inspections.
Responsible for the operation, processing, and general administration of Bellco’s cash management processes (to include business service wire, ACH, and OLB)
Monitors department email box for frontline and member issues and resolves accurately and within SLA.
Responsible for preparing, processing, and filing lien releases for loan payoffs on commercials loans.
Assist in the maintenance of all commercial loan policies and procedures documentation.
Regular and punctual attendance.
Assist in the creation and testing of business loan products and parameters on the OSI system.
Management retains the discretion to add to or change the duties of the position at any time.
WORKING CONDITIONS:
Office environment.
“Bellco Credit Union is the one organization passionately committed to improving our members’ quality of life by building their wealth and securing their financial future” Other details
Pay Type Hourly Min Hiring Rate $22.00 Max Hiring Rate $24.00 Apply Now
Offering free checking accounts, auto & home loans, mobile banking services & more! Open an account and view all Bellco Credit Union Colorado bank locations. Notice
Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at accessibility@talentify.io or 407-000-0000. Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility. An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at aedt@talentify.io or 407-000-0000.
#J-18808-Ljbffr