Loan Operations Specialist I
Company: Progressive Bank
Location: Monroe
Posted on: July 29, 2022
|
|
Job Description:
Summary of Position
This position is responsible for the set up (booking) and
maintenance of all loans; daily, weekly, and monthly general ledger
reconciliations; weekly and monthly loan reports; review and
approval of Construction line advances and Asset Based line
advances.
Essential Duties & Responsibilities
Process/book loans on the core system reviewing for accuracy
according to application and approval
Prepare weekly and monthly management reports on all new, renewed,
and extended loans
Daily, weekly and/or monthly reconcile various general ledger loan
accounts
Maintenance all loans for address changes, late fee waivers,
payment reversals/corrections, non-accrual, and charge-offs, etc.
reviewing for all regulatory and bank policies
Process all loan participation payments/advances
Research/correct non-post items and return/reverse NSF loan
payments
Customer service/research including internal and external calls
Review and approve paperless loan advances including Construction
advances and Asset Based Line advances according to Bank procedures
and policy
Timely completion and passing score of online annual bank
courses/training
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.
Competencies:
Technical Capacity
Thoroughness
Decision Making
Communications Proficiency
Stress Management/Composure.
Supervision Received:
Works under supervision of the Loan Operations Manager
Required Education and Experience:
High School Diploma
Associates Degree Preferred
Minimum of 1 years of financial institution/banking experience
Prefer 1 years of loan operations accounting experience
Knowledge, Skills and Abilities:
Ability to apply knowledge of commercial and consumer lending to
loan booking/maintenance
Ability to learn and proficiently apply all regulatory
guidelines/banking procedures to loan booking/maintenance
Ability to work independently
Strong organizational skills
Strong attention to detail
Ability to deal with employees and public in a courteous, tactful
and patient manner
Ability to communicate effectively verbally and in writing
Proficient in use of Excel, Word, Outlook
Work Environment
This position operates in a professional office environment. The
role routinely uses standard office equipment such as computers,
phones, copiers, fax machines and scanner equipment. The noise
level in the work environment is usually moderate.
Position Type/Expected Hours of Work
Fulltime Status - Days of work are Monday - Friday 8:00 a.m. to
5:00 p.m. This schedule may vary based upon the needs of the
department. On occasion, overtime may be needed to meet the needs
of the department.
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.
Transports loan files, supplies, paper weighing up to five pounds
daily.
The person in this position communicates verbally and in writing
daily with bank personnel and with customers exchanging account
information, discussing bank products and services.
The employee must be able to remain in a stationary position 75% of
the time.
The employee needs to occasionally move about the department work
area to access machinery, supplies, etc.
Constantly operates a computer and other office machinery such as a
keyboard, calculator, printer, scanner.
This position frequently reaches with hands and arms daily scanning
documents, securing supplies for the workstation, recording
information on note jackets.
Specific vision abilities required by this job include close,
distance and peripheral vision and the ability to adjust focus.
SELECTION GUIDELINES:
Formal application, rating of education and experience; oral
interview and reference check; job related tests may be
required.
The duties listed above are intended only as illustrations of the
various types of work that may be performed. The omission of
specific statements of duties does not exclude them from the
position. The job description does not constitute an employment
agreement between the employer and employee and is subject to
change by the employer as the needs of the employer and
requirements of the job change.
EEO/AA/M/F/Veteran/Disabled
EEO POLICY STATEMENT
(Equal Employment Opportunity)
Progressive Bank is committed to a policy of equal employment
opportunity. This means that employment decisions affecting
applicants and employees will not be based upon an individual's
race, color, religion, gender (to include pregnancy, sexual
orientation and gender identity), national origin, age, qualifying
disability or any other unlawful basis. Further, retaliation is
prohibited against an employee who opposes an unlawful employment
practice or who participates in a proceeding to address a perceived
or actual unlawful employment practice. Employees, including
managers and supervisors, who engage in such unlawful
discrimination, harassment or retaliation will be subject to
corrective action. If you feel you have been unlawfully
discriminated or retaliated against or subject to harassment, you
should notify your supervisor, the Human Resources Department
(318.812.5274), or any other person in management whom you are
comfortable in approaching. The Bank will investigate and provide a
prompt and effective remedial response, up to and including
discharge from employment for violation of this policy and the
applicable law.
Additional Information
This position is fulltime with commensurate salary and
benefits.
Hourly position , Monday - Friday, 8:00 a.m. to 5:00 p.m. with
occasional overtime as needed.
Basic Qualifications
High School Diploma
Minimum of 1 years of financial institution/banking experience
Proficient in use of Excel, Word, Outlook
Keywords: Progressive Bank, Monroe , Loan Operations Specialist I, Other , Monroe, Louisiana
Click
here to apply!
|