Review of documentation to ensure compliance, credit, audit, and funding/pre-funding requirements are met.
Review of approved and executed documents to ensure approval is consistent with executed documents.
Quality Review and Approval of new loan bookings, renewals, and modifications on commercial loan system
Quality Review and Approval of payment instruction of loan fundings, wires, payments and rate updates
Ensure processed work is in compliance with procedures
Use of multiple loan systems and multiple supporting systems to complete quality review
Communicating and clarifying information regarding submitted items with processing teams
Responsible for meeting service level expectations in addition to team and individual goals
Qualifications
A college degree or 2-3 years of Financial services or Operations experience required
Strong analytical, problem solving and judgment skills
Excellent verbal and written communication skills
Ability to organize and prioritize work, and handle multiple tasks concurrently in a metrics driven environment
Understands the importance of details and seeks to understand their impacts; methodical approach to tasks; procedure/process oriented.
Works with a sense of urgency; seeks out and adapts to best practices; seeks constant improvement; motivated by personal and departmental goals.
Demonstrate the ability to function in a joint, cooperative manner; share information with co-workers and peers and support department and team plans, programs and policies
Support a teamwork/team spirit environment and present a professional attitude/image within department and in all company interactions
Ability to effectively multi-task and prioritize workloads, while working within tight service levels.
Proficient in use of all MS Office programs; can navigate multiple applications making use of shortcuts; can quickly adopt new systems.
Preferred prior experience in Quality & Control, Commercial Loan Booking & Funding or Loan Processing.