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
- Assists with working pending files and loan collateral tracking
daily maintenance for loans including processing loan payments, loan extensions
and responds to payoff requests and credit confirmations;
phone calls and assists loan officers, other bank employees, and customers with
queue system daily and performs required tasks;
year end records retention;
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.
- High school diploma or
equivalent and 6 months experience in an office environment.
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.
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.
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.
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