Sr. Loan Operations Specialist
The Bank of Tampa, Tampa, FL, United States
The goal of the Senior Loan Operations Specialist is to prepare all types of loanbooking, tracking and servicing of all loan files, including new requests, renewals, modifications, construction requests, and annual reviews. The Senior Loan Operations Specialist may also be responsible for verification of all closed loans for accuracy and proper coding.
Primary Duties and Responsibilities
Consistently deliver outstanding client service with a friendly, can-do attitude, and willingness to help at all times.
Act as a cultural ambassador to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction.
Respond appropriately to all inquiries regarding loan administration and documentation issues.
Utilize KACE ticketing system as the department workflow process, prioritizing tickets by request type and date sensitivity.
Prepare and organize loan packages for booking.
Image loan documentation as required in Bank systems
Follow up on loan files for specified documents and clear all loan exceptions.
Establish system reminders and follow up on documentation not received at closing.
General knowledge of hazard and flood insurance and the ability to read policies and adequacy forms to determine proper coverage.
Provide direct assistance to internal/external clients with respect to existing or new loan requests.
Knowledge of Visa Credit Cards
Correctly post payments and make adjustments as needed.
Communicate with impact and enthusiasm in formal and informal settings.
Maintain a working knowledge of lending compliance law, loan servicing regulations, real estate legal issues and state lending laws, including UCC requirements.
Working knowledge of both consumer and commercial post-closing processes, logistics, and servicing, including escrow requirements.
Working knowledge and understanding of loan type specifications/requirements
Flexibly apply rules or procedures, while remaining guided by the organization’s values.
Contribute to a supportive learning environment by sharing knowledge.
Demonstrate the ability to draw logical conclusions based on in-depth analysis of information and can recognize causes and consequences of actions and events that are not readily apparent.
Demonstrate the ability to maintain continuous, open and consistent communication with staff and clients.
Utilize current software (ex: Microsoft Office Suite, Navigator, Business Process Manager) and information technology to accomplish tasks.
This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.
Minimum Qualifications
5 years of experience in a loan documentation/loan operations department or applicable banking experience, preferably in bank operations.
High school diploma/GED
Preferred Qualifications
US Small Business 7a Loan Servicing experience
Experience in Loan Accounting and Reconciliation
Experience with Abrigo LOS
You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight:
Eligibility for health, dental, vision, life and disability insurance coverages
Retirement Plan - 401k with matching
ESOP- Employee Stock Ownership Plan
Time away from work – vacation time, sick time and holidays
Paid parental leave
Tuition Assistance
THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER
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Primary Duties and Responsibilities
Consistently deliver outstanding client service with a friendly, can-do attitude, and willingness to help at all times.
Act as a cultural ambassador to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction.
Respond appropriately to all inquiries regarding loan administration and documentation issues.
Utilize KACE ticketing system as the department workflow process, prioritizing tickets by request type and date sensitivity.
Prepare and organize loan packages for booking.
Image loan documentation as required in Bank systems
Follow up on loan files for specified documents and clear all loan exceptions.
Establish system reminders and follow up on documentation not received at closing.
General knowledge of hazard and flood insurance and the ability to read policies and adequacy forms to determine proper coverage.
Provide direct assistance to internal/external clients with respect to existing or new loan requests.
Knowledge of Visa Credit Cards
Correctly post payments and make adjustments as needed.
Communicate with impact and enthusiasm in formal and informal settings.
Maintain a working knowledge of lending compliance law, loan servicing regulations, real estate legal issues and state lending laws, including UCC requirements.
Working knowledge of both consumer and commercial post-closing processes, logistics, and servicing, including escrow requirements.
Working knowledge and understanding of loan type specifications/requirements
Flexibly apply rules or procedures, while remaining guided by the organization’s values.
Contribute to a supportive learning environment by sharing knowledge.
Demonstrate the ability to draw logical conclusions based on in-depth analysis of information and can recognize causes and consequences of actions and events that are not readily apparent.
Demonstrate the ability to maintain continuous, open and consistent communication with staff and clients.
Utilize current software (ex: Microsoft Office Suite, Navigator, Business Process Manager) and information technology to accomplish tasks.
This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.
Minimum Qualifications
5 years of experience in a loan documentation/loan operations department or applicable banking experience, preferably in bank operations.
High school diploma/GED
Preferred Qualifications
US Small Business 7a Loan Servicing experience
Experience in Loan Accounting and Reconciliation
Experience with Abrigo LOS
You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight:
Eligibility for health, dental, vision, life and disability insurance coverages
Retirement Plan - 401k with matching
ESOP- Employee Stock Ownership Plan
Time away from work – vacation time, sick time and holidays
Paid parental leave
Tuition Assistance
THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER
#J-18808-Ljbffr