Position Summary:
Loan Operations Specialists
must demonstrate a general knowledge of consumer and commercial loans, real estate loans and TRID federal regulations. Provide administrative support in the form of loan documentation preparation and through updates to our Core system, Horizon XE. Review and provide approval for loan documents and disclosures for accuracy and completeness. Provide approval for executed loan documents for funding, and complete loan documentation due diligence needed to move loans from the approval stage to closing.
Responsibilities:
Emulate SSBandT Core Values
Working knowledge of our nCino program for the preparation, reviewing, funding and building of commercials loans
Working knowledge of Laserpro
Review Loan and Real Estate Loan Memorandums prior to document preparation (consumer)
Prepare Integrated TILA-RESPA Disclosures (Early and Closing) on consumer real estate loans, prepare non-real estate, Home Equity, Home Improvement (as required by bank policy) and Real Estate Modification/Extension loan documents
Review loan documents, disclosures and documentation requirements for accuracy prior to execution to provide approval for closing
Identify and communicate errors found so corrections can be made timely
Communicate with loan officers and loan assistants with obtaining necessary information to prepare loan documents and disclosures
Coordinate real estate loan closings with loan personnel, title companies and attorneys offices
Review executed loan documents on all files for completeness and approve for funding
Updating and balancing of monthly reports
Perform periodic detailed review of GL accounts
Maintaining conditions/exceptions reports
Process and maintenance in Horizon XE
Indexing into ImageCentre
Support SSBandT community involvement and events
Other duties as assigned
Qualifications
High school diplom
