Loan Operations Specialist
Enterprise Bank & Trust
Job Title Loan Operations Specialist Summary The Loan Operations Specialist will work in a team focused on different aspects of the post-closing loan lifecycle including funding, boarding, servicing, and payoff. Loan Operations Specialists will work with third‑parties, lending teams, and other operational departments to ensure excellent internal and external customer service. Essential Duties and Responsibilities Processing all monetary aspects of funding loans including initial and subsequent disbursements, other types of draws, and processing of transactions associated with purchased and sold participations. Reconciling general ledger and operational accounts. Reviewing loan documentation for completeness and accuracy to book loans and credit cards to the core processing system and onboard the loan into other applications and internal tracking systems used by lending teams and other loan operation associates. Identifying critical original documentation needed for preservation and loan maintenance and monitoring pursuant to loan documentation and lending guidelines. Responsible for all aspects of servicing loans and credit cards including customer service, loan and collateral maintenance (rate/payment changes, availability, calculation and billing of additional fees, insurance, taxes, trailing documents, etc.). Administering loan escrow accounts and payments, payoff requests, lien releases, credit bureau reporting and tasks associated with tax reporting. Performing other duties as assigned. Qualifications Excellent verbal and written communication skills. Proven experience working in a fast paced, high volume, customer‑centric environment. Effective time management and problem‑solving skills with strong attention to detail and ability to demonstrate critical thinking. Proficient in the use of technology including loan origination and core banking systems. Detail oriented and well organized. Ability to work both independently as a self‑starter and in a collaborative team environment. Motivated and open to change. Supervisory Responsibilities None. Education and/or Experience High School Diploma required. Associate's or Bachelor's degree preferred. Minimum of one to three years in loan operations, servicing or banking. Computer and Software Skills Proficient with using Microsoft Office products. Familiar with Google‑based products (Gmail, Google Drive, etc.) preferred. Experience with Salesforce, nCino, or FIS Bankway is a plus. Certificates, Licenses and Registrations None. Additional Information Able to work a flexible work schedule including overtime as well as travel as needed. Equal Opportunity Statement Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at View email address on click.appcast.io. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please contact the Equal Opportunity Department. #J-18808-Ljbffr
$26.6 per hour
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