Objective

Timely and accurately, handle general warehouse line loan processing activities, Commercial, Business Banking & Consumer Loan Operations servicing tasks. Ensures regulatory compliance and responsible for analysis, solution-oriented recommendations. Builds and maintains good working relationships with Relationship Managers.

Timely and accurately, handle general warehouse line loan processing activities, Commercial, Business Banking & Consumer Loan Operations servicing tasks. Ensures regulatory compliance and responsible for analysis, solution-oriented recommendations. Builds and maintains good working relationships with Relationship Managers.

Firstrust Bank is an Affirmative Action Contractor and is an Equal Opportunity Employer.

Minority/Female/Disabled/Veteran

Responsibilities/Duties

Assist in the development of new business for Firstrust. Is alert to expressed customer/prospect needs to suggest appropriate services. Directs customers to the appropriate person to open account. Actively sells and promotes corporate products to potential and existing customers. Possesses knowledge of corporate products and services to suggest products.

• Receive and process all new note packages from closing agents and originators.
• Prepare Notes to be shipped to investors.
• Review and process submitted wires in a timely manner.
• Prepare appropriate Allonge when necessary
• Print bailee letters and attach to the notes to be shipped
• Work in MERS to ensure Firstrust is removed as interim funder once notes have been purchased.
• Contact warehouse customers to gather information as it relates to missing documentation, aged notes and WET notes.
• Assist customers with questions concerning notes and shipping information.
• Daily reconciliation of Warehouse DDA and GL accounts.

Essential Functions

While performing the essential functions of this position, the employee may be required to ascend/descend stairs and work atop a small ladder to store and retrieve files. The employee will need to position self to lift up to 20 pounds of materials for file maintenance. The worker sits most of the time; however, some amount of mobility is necessary to accomplish tasks. The ability to communicate and exchange information verbally and written is required. The incumbent will operate a computer terminal and phone with repetitive motion, while analyzing or preparing data. Temperature changes may occur during the workday in the office setting. 

Knowledge - Skills & Abilities

• 4-year college degree in a business or accounting degree preferred
• 3 - 5-year experience Business Loan Servicing
• Possess strong work habits, attention to detail and ability to work on a team.
• Possess a demonstrated commitment to quality service.
• Knowledgeable with MS Word and MS Excel. Experience with entire MS Office Suite helpful
• Detail oriented
• Strong organizational and accounting skills
• Ability to multi-task with an excellent degree of versatility and flexibility