Loan Documentation Processor

Job Description

Job Description

Scope of Job:

Work with branch personnel bankwide to ensure loan documentation generated is correct and adheres to bank and regulatory standards. Provide administrative and operational support for internal customers. Assist with boarding and maintenance of loan account information onto bank mainframe as processing area workflow demands. Provide information and assistance efficiently and courteously to authorized Associates. Maintain high level of confidentiality.

Primary Duties:

Assure correct loan documentation is built for each loan request processed. Verify loan documentation generated follows BankWest policies and regulatory guidelines.

Complete all loan maintenance requests for existing loan customers in accordance with daily deadlines. Check closely the correctness of work done by others and identify differences between similar items.

Verify that the incoming ACH payments to loans post correctly.

Complete the verifications of payoffs, mortgage loans, and all loans received from third parties.

Reconcile the loans in process, loan settlement, and mortgage loan settlement GLs.

Respond quickly and positively to inquiries for assistance regarding loan documentation, the platform application, operational, and regulatory items.

Assist with compliance and technical issues as necessary. Ensure that staff members are thoroughly trained on proper use of loan documentation software and are advised of any updates or changes as necessary.

Serve as backup to review and import various loan data entered into Horizon. Check for completeness and accuracy of items boarded and activated. Investigate questionable entries and initiate corrective measures.

 

Secondary Duties:

Work as a team with departmental counterparts on planning and implementing assigned projects and products.

Participate on various committees and project teams as deemed appropriate by management.

Attend, actively participate in organization, job specific training offered, and Quality Service programs.

Adhere to all applicable Policies and Procedures of BankWest organization.

Community involvement is strongly encouraged.

Other duties as assigned.

 

Requirements

Education:

A high school diploma or equivalent.

Experience:

1 years' experience in related field.

 

Knowledge and Special Skills:

Ability to work dependently and/or independently, under pressure, meet deadlines, and adjust work schedules as needed to complete job responsibilities.

Ability to organize and handle multiple responsibilities while delivering quality external and/or internal Customer Service.

Strong interpersonal skills to ensure effective communication with external and/or internal customers.

Knowledge or ability to learn regulatory requirements pertinent to performance of specified duties in job description.

Knowledge of banking terminology and procedures.

Ability to skillfully use a variety of application software, learn computer programs, and comprehend the program output.

Adhere to Federal Privacy Standards in addition to following BankWest requirements for electronic communication and Social Engineering standards.

BankWest is a "Sales Organization" and all employees are expected to participate directly or indirectly with increasing BankWest's presence in their markets as appropriate.