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
- 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.
- The monitoring of insurance policies and taking the necessary steps to ensure the Bank obtains renewal policies in a timely and efficient manner.
- Enter expired insurance policies into the Miniter system
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Follow up with closing agents and attorneys to ensure timely receipt of loan documents and recorded instruments.
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Image loan packages into Director Unity.
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Update Treasury rates on a weekly basis.
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Update Prime rate as needed.
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Verify all General Ledgers are in balance spreadsheet to system.
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Review daily reports for exceptions.
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Work with Lender to ensure a smooth closing of new loans including but not limited to verify closing statements and preparing loan documents.
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Loan payments and participation remittance processing.
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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






