Loan Specialist

• Respond to routine inquiries from loan officers and customers by providing accurate information on account status, loan balances, payoff quotes, payment processing and loan advances; including auto pay setup and address updates.
• Assist loan officers and other personnel to ensure proper related documentation is prepared and/or provided.
• Follow the process of the loan  with regard to  ordering and requesting documentation, including financials, credit bureau reports, UCC filings, title policies or searches, appraisals, flood determinations, and loan documents.
• Scan loan documentation into the document imaging software for secure storage and easy retrieval.
• Assist with the preparation of loan files and documentation requests for internal and external audits and examinations.
• Adhere to compliance standards, bank regulations, and loan policies to ensure all activities are conducted within legal and regulatory frameworks.
• Support lenders during the initial stages of the loan process by facilitating smooth operations, including electronically sending documents for customer signatures.
• Build loans in  AccuAccount , including scanning all pertinent documents for closing and uploading them to the system.
• Ensure loans are properly funded, send copies for loans to be built into the core system and complete file document checklists.
• Manage the organization and oversight of Construction Draw files, ensuring all documentation is complete and accurate.
• Handle construction draws and floorplans, ensuring proper documentation and processing.
• All other duties as assigned.

• Previous experience in loan processing, loan documentation, or a related field is preferred.
• Basic computer skills, including proficiency with Excel, Outlook, Word, and other relevant software.
• Strong computer skills, including proficiency with document imaging software and loan processing systems.
• Excellent communication skills, both verbal and written, to effectively interact with customers and team members.
• Strong customer service skills, with the ability to handle inquiries and resolve issues in a professional manner.
• Ability to work independently and as part of a team, demonstrating flexibility and adaptability in a dynamic work environment.
• Ability to manage multiple tasks simultaneously while maintaining a high level of accuracy and attention to detail.
• Proven experience in a role that requires strong organizational skills and the ability to prioritize tasks effectively.
• Strong attention to detail and problem-solving skills to ensure accurate and efficient loan processing.
• Ability to achieve goals and meet deadlines consistently.

• Medical Insurance
• Vision and Dental Insurance
• Short-term Disability, Life and AD&D Insurance
• 401K Plans