Job Responsibilities:
- Create PDF batch work for quality control and document repositories.
- Enter customer and loan details into the loan system.
- Process wires, draws, payments, and maintenance transactions.
- Identify inaccurate, incomplete, or missing information on transactions.
- Minimize credit and business risk through compliance awareness.
- Participate in projects and working groups as required.
- Review and complete escalated requests.
- Exercise judgment, discretion, and prioritization.
- Understand and follow bank policy and established procedures.
- Provide exceptional customer service, including calculating interest and fee accruals.
- Maintain prompt communication with business partners on request status.
Required Qualifications, Capabilities, and Skills:
- Completion of High Value Business Entitlements (HBVE) background checks.
- Bachelor’s degree in Accounting, Business, or Finance.
- 4 years of loan operations or quality control experience.
- Proficiency in Microsoft Office applications.
- Adaptability to internal tracking systems.
- Knowledge of ACBS and/or Loan IQ.
- Understanding of US Dollar and Foreign Currency Loans.
- Working knowledge of legal/credit documents.
- Ability to interpret standard reports and forms.
- Excellent communication skills.
- Exceptional customer service skills.
Preferred Qualifications, Capabilities, and Skills:
- Experience with WLS Flow team as a Loan Servicing Specialist III.
- Ability to adapt to internal tracking and monitoring systems.