Review completed LOM for accuracy. This duty is performed daily,
about 5% of the time.\
Order supporting documentation. This duty is performed daily, about
10% of the time.\
Submit LOM to loan ops. This duty is performed daily, about 10% of
the time.\
Perform pre-funding review. This duty is performed daily, about 15%
of the time.\
Close loan if needed / Fund Loan. This duty is performed daily, about
10% of the time.\
Prepare loan package for shipping and booking. This duty is performed
daily, about 15% of the time.\
Pull maturity and past due reports. This duty is performed daily,
about 5% of the time.\
Inform officer of required documentation for loan renewals. This duty
is performed daily, about 5% of the time.\
Prepare basic Loan Offering Memorandum. This duty is performed daily,
about 5% of the time.\
Assist in clearing collateral / credit exceptions. This duty is
performed daily, about 5% of the time.\
Process draw requests / loan payments / transfers. This duty is
performed daily, about 5% of the time.\
Handle loan research issues / questions. This duty is performed
daily, about 5% of the time.\
Forward documents to loan ops for scanning. This duty is performed
daily, about 5% of the time.\
Completes required BSA/AML training and other compliance training as
assigned. This duty is performed annually.\
The ability to work in a constant state of alertness and in a safe
manner.\
Perform any other related duties as required or assigned.
EDUCATION AND EXPERIENCE
High school or GED, plus specialized schooling and/or on the job
education in a specific skill area; e.g. data processing,
clerical/administrative, equipment operation, etc, plus 5 years related
experience and/or training, or equivalent combination of education and
experience.
COMMUNICATION SKILLS
Ability to read and understand documents such as policy manuals, safety
rules, operating and maintenance instructions, and procedure manuals;
Ability to write routine reports and correspondence. Ability to
effectively communicate information and respond to questions in
person-to-person and small group situations with customers, clients,
general public and other employees of the organization.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply and divide numbers. Ability to
perform these mathematical skills using money and other forms of
measurement.
CRITICAL THINKING SKILLS
Ability to utilize common sense understanding in order to carry out
written, oral or diagrammed instructions. Ability to deal with problems
involving several known variables in situations of a routine nature.
ENVIRONMENTAL CONDITIONS
The following work environment characteristics described here are
representative of those an employee encounters while performing
essential functions of this job. Reasonable accommodations may be made
to enable individuals with disabilities to perform the essential
functions.
The noise level in the work environment is usually moderate.
PHYSICAL ACTIVITIES
The following physical activities described here are representative of
those that must be met by an employee to successfully perform the
essential functions of this job. Reasonable accommodations may be made
to enable individuals with disabilities to perform the essential
functions and expectations.
Semi-repetitive, low physical. Semi-repetitive @type work which requires
periods of concentration for varied time cycles as prescribed by the
tasks.
While performing the functions of this job, the employee is frequently
required to sit, use hands to finger, handle, or feel, talk or hear; and
occasionally required to stand, walk, reach with hands and arms, climb
or balance, stoop, kneel, crouch, or crawl. The employee must
occasionally lift and/or move up to 25 pounds; frequently lift and/or
move up to 10 pounds. Specific vision abilities required by this job
include close vision; distance vision; color vision; and ability to
adjust focus.
ADDITIONAL INFORMATION
-Previous loan or loan documentation experience\
-Good understanding of financial institution products and services\
-Time management: the ability to organize and manage multiple
priorities\
-Excellent proof-reading skills and attention to detail\
-Strong team player\
-Basic computer proficiency
