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Loan Operations - Documentation Coordinator Ii

Company

Hillcrest Bank

Address Texas, United States
Employment type FULL_TIME
Salary
Category Banking
Expires 2023-06-16
Posted at 1 year ago
Job Description
At our Bank, we believe common sense is more than just banking. We believe in finding financial solutions that cater specifically to our client’s needs. We are looking for talented associates who understand the complexities of life and will offer simple solutions that best fit the needs of our clients.


If this is what you believe in, then you’re definitely right for us. And, we might be the right bank for you.


As a Loan Documentation Coordinator II , you will verify loans submitted in the capital stream workflow application to ensure preliminary information has been uploaded, properly entered and approved, gathering all remaining necessary information needed to close loan. You will be responsible for a variety of tasks including preparing all documentation required in accordance with the approval in the capital stream workflow application in a timely manner, reviewing loan documents prepared by outside counsel for accuracy, and checking documentation prior to closing for completeness and accuracy.


As the Loan Documentation Coordinator II you will ensure that collateral is perfected prior to booking/funding the loan, review incoming original loan documents to ensure loan has been properly perfected, documented and loan package is complete, and identify and input non-financial ticklers in the capital stream workflow application for on-going monitoring or missing items.


Additionally, Loan Documentation Coordinator IIs are expected to thoroughly review documentation for accuracy and ensure it is consistent with loan approval requirements. You will assist in researching complex credits to determine status in conjunction with regulations, build a great rapport with clients and fellow associates, and treat others with respect and consideration regardless of their status or position.


All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.


Minimum Requirements: To be considered for this position, you must possess the following qualifications.


  • High School Diploma or equivalent.
  • 2+ years of relevant job experience.


Desired Qualifications: To be considered an i deal candidate, you should possess some of the following qualifications:


  • 4+ years of relevant job experience
  • Associate’s Degree in business or equivalent
  • Prior Banking experience
  • Laser Pro experience


Skills and Abilities: Below is a general list of desired skills and abilities; this is not an exhaustive list .


  • Ability to make sound and timely decision, to consistently deliver on commitments, and assume responsibility for results.
  • Take initiative to research and resolve problems prior to asking for assistance from supervisor.
  • Must be self-directed and able to prioritize multiple duties.
  • Responsive and flexible; ability to adapt to changes in the work environment and modify approaches or methods to best fit the situation.
  • Proficient in MS Office applications which include Outlook, Word, Excel.
  • Must possess strong oral communication skills (including excellent telephone etiquette),
  • Ability to work with minimal supervision while performing duties


Work Environment


  • Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours).
  • Sitting for extended periods of time (typically no longer than 8 hours).
  • Must be able to work overtime to the extent necessary.
  • Office setting with traditional hours.


Thank you for your application!


The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or associate requiring reasonable accommodation to perform any essential job function, should contact Human Resources.


The Bank's policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. The Bank is proud to be a drug-free workplace.


Selected candidate(s) for hire must complete the following prior to employment: a criminal history report, global screen, drug screen, employment credit report and if applicable, a driving record. Applicants must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire.


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