Loan Operations Specialist

Benefits 12 Paid Holidays Generous Paid Time Off 4% Match on our 401(k) Medical, Dental and Vision Benefits 100% Company Paid Life, AD&D Insurance, Short and Long Term Disability Responsibilities Level I Responsibilities Reviews closing documents and books loans to system Funds initial closing Participation in loan processing - both purchased and sold Quotes payoffs and post payments Reviews & funds warehouse advances Construction Loans – funds draws/quotes payoffs/post payments Books Loan Modifications/Loan Renewals to system Execute recording/release of applicable documents Loan Servicing - process Client requests/research requests Balancing loan general ledger clearing accounts and reviews/provides daily/monthly reporting Daily Maintenance Reports – reviews and obtains necessary backup documentation Level II Responsibilities Third Party Vendor - Verify Balances Quarterly QCR Report Monitor UCC’s – File continuations as needed Submit invoices – Third Party Vendors Post Rate Changes on CSI system Serves as the primary contact for all matters relating to loan operations in conjunction with the ABL Portfolio Management team. Creates and inputs new loans in the system and reconciles the new loan set-up to ensure it adheres to the credit approval memo and loan agreements. Processes, posts and reconciles loan advance requests in accordance with credit authority. Assist Dallas Accounting & Finance Dept. with GL entries and cash application corrections, as needed. EOD/EOM Data Review for ABL Operations ensuring postings and any adjustments/corrections are done prior to closing the records daily/monthly. Create/update department procedures as needed. Level III Responsibilities In-depth knowledge of loan operations and loan processing requirements Train and coach junior specialists Review and approve work of junior specialists when necessary Working Conditions This position is performed in a regular office work environment. Must be able to work independently from remote locations and within the office environment. The incumbent will be expected to be able to work Monday through Friday, and work will mainly be performed at the Maitland location and/or hybrid; occasional evening and weekend work may be required. Flexibility with work location and hours may be granted if circumstances permit. Qualifications Summary Education Associate’s degree in Business or equivalent work experience. Experience Loan Operations Specialist – I 1-3 years of related work experience in Loan Operations and Loan Servicing. Familiarity with CSI core system (NuPoint) preferred. Loan Operations Specialist – II 3-5 years of related work experience in Loan Operations and Loan Servicing. Familiarity with CSI core system (NuPoint) preferred. Knowledge of Solifi & Factorsoft preferred. Prior experience with systems linkage (Solfi to core) and systems conversions preferred. Loan Operations Specialist – III 7 plus years of related work experience in Loan Operations and Loan Servicing. Familiarity with CSI core system (NuPoint) preferred. Knowledge & Skills Controls over operational risk Process improvement experience High attention to detail and accuracy Strong analytical skills Track record of effective collaboration and teamwork Ability to adapt with changing guidance Strong verbal, written, and interpersonal communication skills. Proficient in Microsoft Office applications, including Excel and Word. Proven intermediate math and basic accounting skills. Other Duties Other Duties - 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. Duties, responsibilities and activities may change at any time with or without notice. (Reasonable accommodations may be made to enable individuals with disabilities to perform these tasks. If you need an accommodation, please contact us at View email address on click.appcast.io) EEO Statement Axiom Bank does not discriminate in employment opportunities or practices on the basis of any protected status. It is the policy of Axiom Bank to conduct background, credit reference and drug screening tests as a condition of employment. Drug Free Workplace. EOE/AA/Minority, Female, Disabled, Veteran #J-18808-Ljbffr