Loan Operations Specialist

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Atlanta, GA, US

30+ days ago Requisition

Loan Operations Specialist
- Atlanta, GA

Building relationships since 1921, Citizens Trust Bank is an institution built on a rich history of financial empowerment. Our Bank continues to champion its commitment to providing viable business and consumer money management solutions and personalized service to meet the growing needs of its customers. Our mission is to empower generations for financial success.

We are driven to excel and led by our mission of empowerment to prepare generations to secure a financial future. We inspire and execute our institution’s values of INTEGRITY, COLLABORATION, INNOVATION, SERVICE EXCELLENCE, RESPECT, ACCOUNTABILITY and LEADERSHIP to be the keys to our ongoing success. Joining our team, you can expect opportunities to enhance personal skills as well as professional growth.

As community partners, associates and stakeholders of the bank’s legacy
- We Are Citizens Trust Bank and we are united in the achievement of the bank and its mission and objectives. We invite you to be a part of our awesome team.

POSITION SUMMARY:

Responsibilities include but are not limited to the following:

• Delivers exceptional customer services consistently to all business lines; maintains positive and productive working relationships with all internal and external customers.
• Creates, Reviews and Prepares Reports detailing Participation & Syndication Loan Activity.
• Coordinates the Accounting and Reconciliations of SBA and Participation Loan Transactions.
• Acts as the primary operational point of contact for syndicated loans to all participants sold or purchased.
• Prepares loan packages and disbursements for SBA 7(a), Express and SBA 504 loans.
• Assists with the development of department procedures, policies, and processes.
• Scans, indexes, maintains and file documents with efficiency and quality control.
• Audits and verifies completeness and accuracy of loan documents, packages, information, and files, collateral documentation.
• Tracks collateral documents and exceptions in document tracking system to perfect Bank’s security interests on the collateral of consumer and commercial loans.
• Processes invoices, debits and credits received through remote capture, and line of credit and construction advances.
• Assists with, compiles and prepares loan documents and packages for loan closings using the Finestra Loan Documentation and Abrigo Commercial Loan Systems; assists with scheduling of loan closings; coordinates the receipt of loan packages; monitors overall loan workflow to ensure compliance and timely loan closings.
• Combines and Reviews auto workflow and detailed input with key data information into the FIS loan servicing system according to approval, file maintenance requests and additional documentation.
• Closes loan files and releases applicable collateral associated with the loan payoff.
• Exceeds all established performance and position’s goals, objectives, and expectations
• Adheres to all policies, procedures, guidelines, expectations, laws, regulations and training requirements.
• Uses good judgment and makes sound business decisions.
• Demonstrates personal accountability and maintains and handles all confidential, complex, and sensitive matters and information discretely and appropriately.
• Leads initiatives and projects, mitigate risks, adds value,and supports the Bank’s vision, mission core values, business principles, goals, and objectives.
• Demonstrates consistent professional appearance, behavior, image, high level of integrity, ethics and consistent represents the CTB Brand.
• Manages other…