Loan Operations Review Specialist

Summary: The primary responsibilities of our Loan Operations Review Specialist are to assess loan requests, documentation created, and other documentation related to new loans, renewals, and modifications. This position also reviews final documentation, ensures the loan is boarded on the system accurately, as well as sets up and resolves exceptions. Each Specialist will have a general role but may need to assist in other duties within the department.

Full-Time Position | Availability: Mon - Fri, 8:00am – 5:00pm, Springfield, MO

Essential Job Functions

Post-Review:

• Understand and demonstrate Legacy Bank and Trust corporate values in all situations and interactions.

• Provide support and assistance for all loan related functions.

• Review final documentation for new loans, renewals, and modifications for dates, signatures, etc.

• Ensure the loan is loaded to the system accurately.

• Set-up collateral, document, and financial exceptions. Verify and process requests to revolve said exceptions.

• Maintain document imaging database.

• Review and maintain a variety of lending reports.

• Assist with audit requests as needed.

• Complete and attend all training as identified by the bank and by Loan Operations.

• All other Loan Operations duties as assigned. May be assigned work or training at other locations.

Pre-Review:

• Assess loan requests, documentation created, and other documentation related to new loans, renewals, and modifications ensuring compliance with loan policies and regulations, and that proper approval was obtained when applicable, prior to the customer signing the documents.

• Verify and process requests to resolve collateral, document, and financial exceptions.

Knowledge, Skills, Abilities, Competencies

• Excellent verbal and written skills

• Strong attention to detail

• The ability to handle multiple functions at the same time

• Quick independent decision-making skills

• Must be able to work independently and as a team

• Positive attitude and highly motivated

• Must possess good judgement and handle information in a confidential manner

• Ability to deal effectively, courteously, and professionally with a large number of associates

• Maintain a neat and orderly work area

• Microsoft Word, Excel, and Outlook experience

Education and Experience

• High school diploma or equivalent

• 1-3 years of related experience

Physical Requirements

Onsite Position

• Seeing: Must be able to see well enough to see computer screen and read documents (75-100% of work time spent on activity).

• Hearing: Must be able to hear well enough to communicate with customers, vendors, and employees (75-100% of work time spent on activity).

• Sitting: Must be able to sit for long periods of time (50-74% of work time spent on activity).

• Standing/Walking: Must be able to move about office (25-49% of work time spent on activity).

• Climbing/Stooping/Kneeling: Must be able to stoop or kneel to pick up paper products or materials (0-24% of work time spent on activity).

• Lifting/Pulling/Pushing: Must be able to lift up to 10 pounds (0-24% of work time spent on activity).

• Grasping/Feeling: Must be able to write, type and use technical equipment (75-100% of work time spent on activity).

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Benefits

• 401(k)

• 401(k) matching

• Dental insurance

• Flexible spending account

• Health insurance

• Life insurance

• Paid time off

• Vision insurance

The statements herein are intended to describe the general nature and level of work being performed but are not to be seen as a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment and are subject to change at the discretion of the employer. Legacy Bank and Trust is an Equal Opportunity Employer.