What are the responsibilities and job description for the Loan Operations Specialist position at Axiom Bank?
At Axiom Bank, we encourage you to aim for the sky and leverage your expertise and passion to excel. We are a growing, dynamic organization this is an exciting time to get on board!
We believe in the value of promoting a healthy work/life balance and are committed to recognizing the role everyone plays in our ongoing success. We offer the following benefits to our Full Time Employees:
- 12 Paid Holidays
- Generous Paid Time Off
- 4% Match on our 401(k)
- Medical, Dental and Vision Benefits
- 100% Company Paid Life, AD&D Insurance, Short and Long Term Disability
The Loan Operations Specialist's Key Accountabilities include, but are not limited to the following:
- Reviews closing documents and books loans to system
- Funds initial closing.
- Participation loan processing both purchased and sold.
- Quotes payoffs and post payments.
- Reviews & funds warehouse advances.
- Construction Loans funds draws/quotes payoffs/post payments.
- Books Loan Modifications/Loan Renewals to system.
- Execute recording/release of applicable documents.
- Loan Servicing - process Client requests/research requests.
- Balancing loan general ledger clearing accounts and reviews/provides daily/monthly reporting.
- Daily Maintenance Reports reviews and obtains necessary backup documentation.
- Third Party Vendor - Verify Balances.
- Quarterly QCR Report.
- Monitor UCCs File continuations as needed.
- Submit invoices Third Party Vendors.
- Post Rate Changes on CSI system.
- In-depth knowledge of loan operations and loan processing requirements.
- Train and coach junior specialists.
- Review and approve work of junior specialists when necessary.
Working Conditions
- The incumbent will be expected to be able to work Monday through Friday, and work will mainly be performed at the Maitland location with the ability to work hybrid; occasional evening and weekend work may be required.
Qualifications Summary
Education
- Associates degree in Business or equivalent work experience.
Experience
Three plus years of related work experience in Loan Operations and Loan Servicing. Familiarity with CSI core system (NuPoint) preferred.
Knowledge & Skills:
- High attention to detail and accuracy
- Strong analytical skills
- Track record of effective collaboration and teamwork
- Ability to adapt with changing guidance
- Strong verbal, written, and interpersonal communication skills.
- Proficient in Microsoft Office applications, including Excel and Word.
- Proven intermediate math and basic accounting skills.
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.
(Reasonable accommodations may be made to enable individuals with disabilities to perform these tasks. If you need an accommodation, please contact us at hr@axiombanking.com)
Axiom Bank does not discriminate in employment opportunities or practices on the basis of any protected status. It is the policy of Axiom Bank to conduct background, credit reference and drug screening tests as a condition of employment. Drug Free Workplace. EOE/AA/Minority, Female, Disabled, Veteran
Axiom Bank is not seeking assistance or accepting unsolicited resumes from search firms for employment or contractor opportunities. Any resumes submitted without a valid contract will be considered the sole property of Axiom Bank and no fee will be paid.