Note Operations Specialist

Position: Note Operations Specialist I
Job Description
SUMMARY

Under general supervision, performs a variety of centralized service duties pertaining to the servicing of commercial loans including, but not limited to: documentation review, loan maintenance, vendor management, payment/wire processing and research, demand management, GL balancing, reporting and any other duty as assigned. Generally, has 2 or more years' experience.

This role will also serve as back up to the Note Documentation Specialist, which whom performs a variety of centralized service duties pertaining to Documentation and Boarding.

Exact compensation is based upon the candidate's individual experience level.

Target Compensation: $26/hr

ESSENTIAL DUTIES

Performs callbacks on documentation and boarding of new, renewed, and existing loans

Process closed loans and collateral releases accordingly

Balances GLs daily and monthly

Performs daily, weekly, and monthly departmental certifications accurately and timely (payments, advances, wires etc)

Maintains all correspondence and requests though miscellaneous department email box

Manages daily reporting

Reads and understands the Bank's Loan Procedure and Policy Manual

Understand and adhere to all compliance regulations as presented in various training meetings

Answer phone calls and email inquiries promptly and professionally

Uploads and stores loan documentation to applicable software.

In-depth, often complex research.

Generating established reports and processing activity accordingly.

Frequent communication with Business Banking Center personnel and third-party vendors

Maintains advanced knowledge and awareness of financial industry status and trends.

Reinforces the application of superior customer service through his or her own example along with appropriate follow through with involved customers and employees.

Operates computer terminal or personal computer to obtain and process data.

Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.

Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.

Follows policies and procedures; completes administrative tasks correctly and on time; supports the Bank's goals and values; benefits the bank through outside activities.

Performs all other duties as assigned by Supervisor

Experience and Skills
These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

Desired Requirements

• Generally, has 2 or more years' experience in drawing loan documents, boarding and processing loans
• Experience with AI tools
• Proficiency in Excel and Word

Minimum Requirements

• Project a businesslike professionalism to the client in both appearance and manner.
• Possess a strong customer service orientation, and a willingness to place the customer first.
• Must have the ability to prioritize and multi-task in a high-pressure environment.
• Possess strong written/verbal communication skills as well as excellent organizational/time management skills.
• Basic skills in computer terminal and personal computer operation; and word processing and spreadsheet software.
• Ability to work with minimal supervision while performing duties.

Environmental &

Physical Requirements

• Environment:
  Work is performed in a traditional office setting
• Physical effort:
  Ability to lift up to 25 pounds
• Ergonomics:
  Requires significant computer use and typing

Job Benefits
Medical (HMO/PPO), vision, dental, vacation, STD, LTD, and 11 pair holidays per year.