Essential Duties and Responsibilities include the following. Other duties may be assigned.
30% - Complete the post-closing process of new and renewed loans. Monitor Loan Vantage daily for new items in the booking queue. Verify all information is correct prior to booking. Book loans utilizing the upload process from CoreOnBoarding. Complete system workflow checklists to process loan completed loans though queue. Book specialized loans such as externally generated leases, loan renewals and modifications. Build new customer CIF in the core system as needed. Advance booked loans to quality control queue. Analyze and research information for customer inquiries as requested.
25% - Review Escrow Analysis Due Report monthly and verify core system for accuracy. Print escrow analysis statements and review for accuracy. Reanalyze as necessary. Print escrow surplus refund checks and mail escrow statements to customers in a timely manner. Analyze and research information for customers as requested. Provide excellent customer service for external and internal customers, responding to inquiries quickly and effectively in a friendly and courteous manner. Assist customers in the area of loan servicing related issues including mortgage and related escrow accounts.
15% - Maintain FNMA Daily balancing and unapplied funds report. Prepare monthly FNMA Investor loan and custodial account reconciliation. Clear the LAR rejects. Complete the FNMA and FHA delinquency’s each month. Assist with annual and semiannual property taxes for escrowed loans as needed. Maintain Real Estate ticklers accurately.
10% - Build loan/credit card files. Perform daily scanning, filing and uploading scanned documents from Loan Ops scan to Loan Vantage/Synergy.
10% - Assist department as required with other duties. Cross-train in other areas of the department and serve as backup as needed. Complete online training modules by assigned deadlines.
10%- Ensure the Safety & Security of all team members, customers, the Bank, and personally; this is an essential responsibility of every team member. Accordingly, you, along with all team members, are required to: i) perform your duties in a manner that ensures your safety and the safety of other team members; ii) maintain situational awareness in your environment and alert your supervisor, manager, or another Bank Officer immediately of any a) unusual, suspicious, hazardous, harassing, or disrespectful activity in the Bank by other team members, customers, or others on Bank premises, OR b) situations or circumstances that could compromise team member, customer, or others safety, security, or privacy; iii) understand and comply with Bank security policy and procedures (see LCSB Security Manual, Safety Manual, Harassment Policy, Sexual Harassment Policy, Hazard Communications Program, & Acceptable Use Policy (for IT)); iv) complete all assigned monthly information security training within established timeframes and apply training concepts in the performance of your duties; v) recognize and appropriately handle all suspicious, questionable, or compromising e-mails whether simulated or real; vi) understand and comply with other Bank Policies and Procedures relevant to Safety and Information Technology