Senior Loan Operations Officer
Dexian, Santa Rosa, CA, United States
The Senior Loan Operations Officer relies on their experience and advanced level of knowledge of both loan servicing and loan documentation production to be self-sufficient. The incumbent is responsible for supporting the more complex operational duties within the department, specific to regulatory reporting, coordination, and oversight of Loan Operations audits, ensuring timely completion of subpoenas and loan pledging. The incumbent operates as the lead role distinguished by its greater degree of responsibility and complexity of assignments. This position requires the individual to work independently, has strong communication skills and the ability to troubleshoot and provide guidance to the Loan Operations Team and assists the VP-Loan Operations Manager with ongoing daily activities.
Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.
Essential Duties and Responsibilities
Provides lead support to current Loan Operations Specialists I-III, up to and including all new loans, renewals, and modifications using the Laser Pro software (Primarily commercial)
Ensures accurate and timely completion of the SBA 1502, in addition to ongoing SBA 7a monitoring through the CAFS reporting system
Manages all incoming communications from the SBA and Guide house
Responsible for handling SBA 7a loan payoffs with Guide house
Manages the ongoing Rocket Mortgage/Quicken processes and annual audit
Responsible for working directly on Mortgage Pool purchases
Ensures accurate and timely completion of the monthly Federal Reserve Bank and quarterly Federal Home Loan Bank pledging
Performs research and ensures timely completion of Subpoena’s in coordination with Legal Counsel, Special Assets and Central Operations
Responsible for the coordination and oversight of internal Loan Operations Audits, as well as State & Federal Exams, up to and including Compliance, Fair Lending, Federal Reserve Bank, Federal Home Loan Bank and Mortgage Pools
Responsible for performing Flood Insurance Audits
Directly supports Loan Operations Team, helping to troubleshoot and resolve complex customer level issues
Other duties may be assigned
Supervisory Responsibilities
This job has no supervisory responsibilities.
Qualifications
Requires a minimum of 7 years banking experience in Loan Operations
Requires a minimum of 2 years in loan documentation, preferably commercial loans and with Laser Pro experience
Experience and knowledge of complex entity structures, as they relate to loan documentation
Excellent communication skills, both written and verbal
Excellent organizational and time management skills with proven ability to prioritize and manage workload
Strong interpersonal skills; presents a positive and professional image
Intermediate level proficiency with MS Excel and other MS Office applications
Ability to multi-task in a fast-paced environment
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
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Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.
Essential Duties and Responsibilities
Provides lead support to current Loan Operations Specialists I-III, up to and including all new loans, renewals, and modifications using the Laser Pro software (Primarily commercial)
Ensures accurate and timely completion of the SBA 1502, in addition to ongoing SBA 7a monitoring through the CAFS reporting system
Manages all incoming communications from the SBA and Guide house
Responsible for handling SBA 7a loan payoffs with Guide house
Manages the ongoing Rocket Mortgage/Quicken processes and annual audit
Responsible for working directly on Mortgage Pool purchases
Ensures accurate and timely completion of the monthly Federal Reserve Bank and quarterly Federal Home Loan Bank pledging
Performs research and ensures timely completion of Subpoena’s in coordination with Legal Counsel, Special Assets and Central Operations
Responsible for the coordination and oversight of internal Loan Operations Audits, as well as State & Federal Exams, up to and including Compliance, Fair Lending, Federal Reserve Bank, Federal Home Loan Bank and Mortgage Pools
Responsible for performing Flood Insurance Audits
Directly supports Loan Operations Team, helping to troubleshoot and resolve complex customer level issues
Other duties may be assigned
Supervisory Responsibilities
This job has no supervisory responsibilities.
Qualifications
Requires a minimum of 7 years banking experience in Loan Operations
Requires a minimum of 2 years in loan documentation, preferably commercial loans and with Laser Pro experience
Experience and knowledge of complex entity structures, as they relate to loan documentation
Excellent communication skills, both written and verbal
Excellent organizational and time management skills with proven ability to prioritize and manage workload
Strong interpersonal skills; presents a positive and professional image
Intermediate level proficiency with MS Excel and other MS Office applications
Ability to multi-task in a fast-paced environment
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
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