Position Summary:

This position is responsible for leading all aspects of commercial loan servicing, loan boarding, and

certain elements of loan processing. Specifically, the position is responsible for commercial loan

maintenance on the Loan Accounting System, all loan documentation, assisting with loan closings,

the boarding of new and renewed loans, and the preparation and filing of loan collateral lien

perfection documents.

Essential Duties:

• Document tracking – collect required documents (home, auto ins, financials, etc.) for various loans and track on Fiserv
• Filing fee and recording fee report monthly
• Keep records of exception loans and HMDA reportable loans for year end
• Prepare posting tickets for item processing
• Process paid out loans
• Document tracking for all branches separate the reports by branch and then further separate by past due 60 days
• Balance DDA accounts, filing fees account, and FSA claims
• Retention
• Place the current year paid outs into storage
• Reports
  • Delinquent loan report
  • Run reports on the first day of each month to be used in balancing monthly reports
  • Prepare FSA closing reports

• Cash flow analysis
• Complete draw sheet for processing
• Prepare loan memo and communicate with customers to collect any financial information needed

Skills:

• Reading Comprehension - Understanding written sentences and paragraphs in work related documents
• Time Management
• Speaking - Talking to others to convey information effectively
• Writing - Communicating effectively in writing as appropriate for the needs of the audience
• Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
• Proven ability to handle multiple priorities and accept ownership and accountability
• Demonstrated decision making, problem solving, organizational and strategic planning skills

Position Requirements:

• Education: Associates degree or bachelor’s preferred
• Experience: 3+ years with education or commensurate experience
• Software: Microsoft Office

EOE/Veterans/Disability