Description

This position is responsible for supporting the loan quality control and loan servicing functions.

Specific Job Functions:

1. Strategic Objectives
2. Reviews, executes, and practices objectives within SFSB’s Strategic Plan.
3. Realize and support strategies goals.
4. Specific Job Functions

I. Post Closing Quality Control Responsibilities

1. Reviews new loan set up for accuracy of upload of loan information to core system
2. Review loan documents for proper vesting, legal descriptions, closing dates, and signatures
3. Reviews and verifies accuracy of customer profile information and identification
4. Images loan documents into data imaging program
5. Order coupon books

II. Loan Servicing Assistant

1. Reviews un-posted item report to correct loan miss-applied loan transactions
2. Performs loan maintenance as applicable and required to keep loan portfolio up to date and accurate
3. Responsible for the set-up and maintenance of auto payment transfers from SFSB accounts or other Bank accounts as applicable to receive proper payment
4. Process payoff requests, lien releases, and paid loan documents
5. Provides additional assistance to the Loan Servicing Administrator during seasonal busy times such as: annual escrow analysis, semi-annual payment of tax payments, and heavy refinance volume
6. Performs other duties as directed by supervisor
7. Order/Track appraisal requests for residential processing team

Building Customer Relationships

1. Provides quality customer service.
2. Projects a positive image of the bank to all customers.
3. Communication
4. Must be able to communicate thought clearly, both orally and written.
5. Must be able to communicate throughout all levels of the organization.
6. Compliance
7. Responsible for knowing and complying with all Bank policies and procedures that apply to the position.
8. Responsible for knowing and complying with all Federal Regulations and bank policies/procedures that apply to position, including the BSA/AML/OFAC and CIP Program.

Requirements

• High school diploma or equivalent
• Bilingual (English/Spanish) preferred
• Banking/loan experience preferred but not required
• Exceptional customer service skills
• Proficient in Microsoft Word and Excel
• Good organizational and time management skills
• Ability to multi-task
• Exceptional math and problem solving skills
• Strong communication skills