Loan Operations Specialist

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Job Summary

The Loan Operations Specialist prepares and executes funding of loan packages and documentation in accordance with established guidelines and policies.

Essential Functions include the following. Other duties may be assigned.

  • Books loans after loan closing;
  • Maintains credit and collateral files, collateral acknowledgement system, re-inscription and UCC systems;
  • Maintains original signed documents;
  • Processes and mails all paid out loan documentation;
  • Requests residential loan appraisals and maintains appraisal request system;
  • Assists with working pending files and loan collateral tracking list;
  • Performs daily maintenance for loans including processing loan payments, loan extensions and responds to payoff requests and credit confirmations;
  • Answers phone calls and assists loan officers, other bank employees, and customers with various issues;
  • Checks queue system daily and performs required tasks;
  • Handles returned checks;
  • Performs year end records retention;
  • Assists loan department supervisor with various department functions;
  • Attends mandatory annual and need based scheduled training to stay in compliance with various regulations including the Bank Secrecy Act.

Qualifications

  • High school diploma or equivalent and 6 months experience in an office environment.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work involves standing and walking for brief periods of time, but most duties are performed from a seated position.  Work involves extensive use of computers and may include occasional pushing, pulling or carrying objects weighing up to 25 pounds.  Must be able to speak clearly and hear and understand normal conversations in person and over the phone.  The noise level in the work environment is usually moderate.

Travel
This position is based at the Loan Department office in Plaquemine.  Occasional travel to Citizen Bank branches or other locations for meetings is required and will primarily occur during the normal work day.  

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.

CITIZENS BANK & TRUST CO is an EEO employer - M/F/Vets/Disabled
 
 
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