Loan Operations Specialist

Loan Operations

Fort Lauderdale, Florida, 33308

This position will work with the Senior Manager of the Loan Operations Department to assist in providing both internal and external clients with a high level of customer service.

Roles and Responsibilities

  1. The creation of Ticklers on the FiServ system or any other system the bank deems appropriate for the tracking of Financial Requirements, Insurance and Loan Documents.
  2. The monitoring of insurance policies and taking the necessary steps to ensure the Bank obtains renewal policies in a timely and efficient manner.
  3. Enter expired insurance policies into the Miniter system
  4. Follow up with closing agents and attorneys to ensure timely receipt of loan documents and recorded instruments.

  5. Image loan packages into Director Unity.

  6. Update Treasury rates on a weekly basis.

  7. Update Prime rate as needed.

  8. Verify all General Ledgers are in balance spreadsheet to system.

  9. Review daily reports for exceptions.

  10. Work with Lender to ensure a smooth closing of new loans including but not limited to verify closing statements and preparing loan documents.

  11. Loan payments and participation remittance processing.

  12. All other duties as assigned.

Qualifications and Education Requirements

The candidate must have a high school diploma with at least 2 years of loan experience. They will need to have a working knowledge of Microsoft Office and FiServ. The candidate must be self-motivated and a problem solver. 

For More Information: hr@evermorebankfl.com