What are the responsibilities and job description for the Loan Operations Associate position at Fortis Bank?
Summary
The Loan Operations Associate is a dynamic and resourceful individual who performs a wide variety of challenging duties, including resolving complex issues and providing internal and external client support with the highest degree of service. This person is responsible for taking ownership of internal and external client needs and the daily service and operational functions of the Loan Operations Department.
Responsibilities
Reporting Structure : This role reports to the Loan Operations Manager.
Office Requirements : This role is required to be in the Denver Tech Center office 3-4 day per week.
About Fortis Bank
Fortis Bancorp is the $1.3 billion bank holding company for Fortis Bank. Fortis Bank is a full-service bank that provides loans, deposits, and cash management services to businesses and their principals, with branch locations in Colorado and Utah. More information about Fortis Bank is available at www.fortisbankus.com .
At Fortis Bank, we pride ourselves in being a partner to our clients by offering comprehensive banking solutions while building trusted, long-term relationships.
Every role at Fortis is connected to our company strategy and can drive high impact. Each of our hand-selected and talented team members work closely together to contribute to the heart of our company culture that combines banking expertise and personalized service to create an unparalleled client experience.
We recognize, reward, and develop those individuals who make an outsized impact to our client experience and are committed to driving our business forward.
Fortis is Great Place to Work-Certified ™
Join a team where your expertise and passion can make a meaningful impact.
Learn more today at https://www.fortisbankus.com/working-at-fortis .
The Loan Operations Associate is a dynamic and resourceful individual who performs a wide variety of challenging duties, including resolving complex issues and providing internal and external client support with the highest degree of service. This person is responsible for taking ownership of internal and external client needs and the daily service and operational functions of the Loan Operations Department.
Responsibilities
- Perform accurate and timely loan servicing, including booking, funding, payments, and maintenance activities.
- Maintain and organize the daily incoming/outgoing mail and review and file original loan documents.
- Collect monthly insurance exceptions in partnership with our third party vendor, along with collecting outstanding collateral items.
- Assist with clearing loan related outages in the general ledge account(s).
- Manage and maintain collateral, including filing, maintenance, perfection, and releases.
- Board all loans into the Jack Henry core system.
- Other duties as assigned.
- Minimum of 3 years of professional work experience required.
- Financial services industry experience is preferred.
- Experience with Jack Henry Software and Salesforce preferred.
- Excellent data entry and computer skills, including Microsoft Office products.
- Detail and action-oriented attitude.
- Strong written and verbal communication skills with the ability to work with clients and all levels of the organization in a polished and professional manner.
- Ability to organize and prioritize work and handle multiple tasks/projects simultaneously.
- Strong organizational time management skills, problem solving skills, and the ability to quickly grasp concepts and processes with limited guidance from management.
- Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.
- A positive and collaborative approach with both peers and management
- Versatility, flexibility, and a willingness to work on consistently changing priorities with enthusiasm
Reporting Structure : This role reports to the Loan Operations Manager.
Office Requirements : This role is required to be in the Denver Tech Center office 3-4 day per week.
About Fortis Bank
Fortis Bancorp is the $1.3 billion bank holding company for Fortis Bank. Fortis Bank is a full-service bank that provides loans, deposits, and cash management services to businesses and their principals, with branch locations in Colorado and Utah. More information about Fortis Bank is available at www.fortisbankus.com .
At Fortis Bank, we pride ourselves in being a partner to our clients by offering comprehensive banking solutions while building trusted, long-term relationships.
Every role at Fortis is connected to our company strategy and can drive high impact. Each of our hand-selected and talented team members work closely together to contribute to the heart of our company culture that combines banking expertise and personalized service to create an unparalleled client experience.
We recognize, reward, and develop those individuals who make an outsized impact to our client experience and are committed to driving our business forward.
Fortis is Great Place to Work-Certified ™
Join a team where your expertise and passion can make a meaningful impact.
Learn more today at https://www.fortisbankus.com/working-at-fortis .
Salary : $59,000 - $65,000