• Loan Specialist

    Persons Banking Company
    Job Description
    Job Title: Loan Specialist
    Reports To: Division President
    FLSA Status: Non- Exempt
     
    Summary Assist Lenders in all areas as it relates to the preparation of Loans and in closing of Loans in accordance with the Banks guidelines and policies, by performing the following duties.
     
    Essential Duties and Responsibilities:
     
    • Serves as loan assistant for one to three lenders
    • Initiates title work with Attorney and follows up to collect preliminary & final title. Follows up with attorney as needed for recorded documents processed through the attorney’s office.
    • Engages appraiser/ appraisal services as necessary on new or updated appraisal requests.
    • Assists Lender with Application (as needed).  Assists Lender in submitting loan input requests to Loan Operations.
    • Collects updated financial and insurance documentation and submits to Loan Operations to clear exceptions/tickers. 
    • Handles customer requests as needed
    • Packages loan documents received from Loan Operations for closings.  Coordinates loan closings with attorneys/customers.  Processes monies due/collected at loan closing (posts to appropriate GL)
     
    Skills Required:                                               
     
    • Ability to build trust and productive relationships with coworkers
    • Desire and ability to learn and to quickly translate new knowledge into action
    • Ability to admit mistakes and shortcomings and move quickly to make corrections
    • Ability to work quickly and accurately on multiple tasks
    • Ability to maintain confidentiality
     
    Education and/or Experience                                                   
     
    • High school diploma or equivalent
    • Three (3) years relevant experience (Relevant experience does not necessarily mean banking experience; any process management experience (e.g. executive assistant or office manager) is relevant)
     
    Computer Skills     
                                                    
    • Microsoft Outlook, Word, and Excel experience required
    Contact Information
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