Loan Operations Specialist

Pathfinder Bank • Oswego, NY • 15h ago

Full-time Description

Summary/Objectives

Fosters a positive and professional customer service experience during all interactions with customers, co-workers and third party relationships while adhering to proper customer identification procedures and confidentiality requirements. As part of the Loan Operations Team, this position is responsible for loan account creation and maintenance activities on the Banks core processing system. This role supports all loan operations functions, including but not limited to daily servicing responsibilities, functions related to Escrow (Insurance and Taxes), including escrow analysis, and external reporting to various business partners, including investor reporting and loan participants. Cooperates with other members of the department to achieve departmental goals.

Essential Functions

Setup new loans on the core processing system within two business days of funding and transfer ownership of existing loans to investors after a loan is sold to the secondary market. Perform file maintenance on existing accounts with accuracy, on a daily basis, as needed.

Assists Loan Servicing Specialists with detailed research and problem solving on in depth loan related, customer service concerns in order to resolve the issue and document the steps taken to reach the conclusion. Will communicate results to Loan Servicing Specialists so they may pass information on the requestor or may assist Loan Servicing when delivering clarification or resolution, as necessary. Accurately complete all necessary monetary and file maintenance transactions resulting from conversion of loans, in process to permanent financing loans, modification to loan terms, audit and compliance reviews, etc., or loan payments received-including commercial participation loans. Maintain all escrow accounts, tracking, and analysis processes including all escrowed/non-escrowed taxes and insurance as specified in procedures for hazard, flood, private mortgage insurance, and taxes. Review, maintain, and process the Banks portfolio of loans sold to the secondary market in order to follow the Banks contract with secondary markets.

Assist in perfecting liens on new loans, maintain collateral on existing loans, review collateral expiration reports monthly, renew filings that are due to expire as required. Complete all necessary processes for paid off loans, including preparation of releases upon loan satisfactions on such items as UCC filings, liens, mortgages, and all other forms of terminations/releases as needed. Assist Loss Mitigation/Collections with transactions related to Special Delinquency customers.

Preparation of various Board and Management level reports, as well as others. Maintain proficient knowledge of and demonstrate ongoing compliance with all laws and regulations

Requirements High school diploma or equivalent, with 2-5 years relevant business or banking experience Ability to multitask, prioritize, and meet deadlines in a fast paced environment Intermediate computer skills, including proficiency in Microsoft Office Suites Strong communication skills, both oral and written Excellent internal and external customer service skills Strong administrative and organizational skills Detail oriented, resulting in quality work output Strong mathematical skills including an understanding of loan related credit/debit transactions involving advances, interest calculations and fees required; and/or accounting background Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists Ability to interpret a variety of instructions furnished in a written, oral, diagram, or schedule form Demonstrate willingness to learn department skill sets, including product knowledge and compliance Applicants must be willing to perform all necessary job functions and uphold all customer confidentiality

Salary Description $17.00 - $21.00 Hourly

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