Loan Operations Assistant

Position Summary:

The Loan Operations Assistant is responsible for processing and maintaining consumer and commercial loans throughout the life of the loan in a professional, efficient manner.

__________________________________________________________________________________________________________________________________________________________________

Functions and Responsibilities:

  • Prints Daily loan notices, letters, statements:  Separates and distributes notices, letters, and statements to the Loan Officers, Loan Assistants, and/or mails to customers.
  • Pulls paid loans.
  • Accurately balances daily loan totals to various general ledgers.
  • Corrects and posts UIR's.
  • Posts activity descriptions on various general ledgers when needed.
  • Posts extensions, renewals, and onboards new loans.
  • Posts mail in payments.
  • Posts draws when requested.
  • Reviews and corrects transaction errors, post adjustments, reversals and reposts when necessary.
  • Funds and transfers all loans from the loan interfaces to the core.
  • Processes Notice of Security Interest (NOSI) and title applications online or manually, as required.
  • Post curtailments of dealer floor plans in a timely manner and accurately balances for plans each month.
  • Processes bankruptcy payments and charged-off payments as needed.
  • Orders loan coupon books.
  • Reviews expiration date on different loan types and sends email to Officers, Assistants and renews accordingly.
  • Inputs vehicle insurance on collateral on the core.
  • Runs various reports in Image Centre on a daily, weekly, monthly, quarterly, or yearly basis.
  • Answers incoming loan calls in a polite and efficient manner.
  • Works with Loan Officers and Loan Assistants to complete daily goals and maintenance.
  • Checks and files loans, auto debits, extension/modifications.
  • Escrow analysis process and maintenance as needed.
  • Performs additional duties as assigned.

__________________________________________________________________________________________________________________________________________________________________

Knowledge, Skills, & Abilities:

  • High School diploma or equivalent required.
  • Minimum of one (1) year of related experience.
  • Strong problem-solving abilities, aptitude for numbers and orientation towards detail.
  • Ability to prioritize job duties. 
  • Ability to communicate clearly and professionally through both verbal and written skills with customers in English.
  • Must be able to physically type on a keyboard with an above average knowledge of computers.
  • Must demonstrate good working habits, maintain a professional appearance, attitude and follow policies and procedures.

__________________________________________________________________________________________________________________________________________________________________

Physical Demands:

  • Ability to sit for extended periods of time.
  • Ability to read computer screens and email, mail and talk on the phone.
  • Ability to lift up to twenty five (25) pounds.

__________________________________________________________________________________________________________________________________________________________________

Work Environment:

  • Professional and deadline-oriented environment in an office setting.
  • Interaction with external and internal customers, including disgruntled customers.


Apply Here