Loan Operations Specialist II

Connect One Bank Loan Operations Specialist

The Loan Operations Specialist efficiently and accurately processes routine and intermediate Loan Operations transactions and support functions.

• Support the Bank's "People First" focus and rules of engagement, maintaining a professional demeanor, working as an active member of the CNOB team, providing all clients excellent service, and always striving to make CNOB "A Better Place to Be".
• Process requests for payoff letters from clients, loan officers, and attorneys.
• Prepare partial release letters for construction loans and other collateral releases.
• Prepare CEMA loan assignment letters for NY loans.
• Process incoming wires to fully satisfy a loan's final payment requirements.
• Process loan transactions for branches, loan officers and external customers submitted via the Loan Operations email group.
• Perform general maintenance on accounts such as change of address and auto transfer/ACH requests.
• Respond to inquiries regarding loan payments, advances, address change, return checks and payment reversals.
• May perform general maintenance on accounts such as change of address and auto transfer/ACH requests.
• May perform general ledger reconciliations and report reviews.
• May assist with audit responses.

• Strong "People First" interest and ability.
• Knowledge of relevant federal and state banking regulations.
• Strong knowledge of procedures and policies with respect to loan transactions.
• Familiarity with bank security and safety practices.
• Knowledge of CNOB products and services.
• Knowledge of loan documentation (e.g., maintenance, review and filing of loans).
• Prior banking experience.

• Working knowledge of the nCino platform.
• Familiarity with Google application suite.

• World class health, vision, and dental benefits on day one.
• 401(k) with employer match.
• Hybrid work from home (depending on role).
• Employee appreciation events (team building, softball games, food truck days, etc.).
• Employee assistance programs (EAP).
• Wellness programs (flu shot, preventive care, health programs and services discounts, etc.).
• Tuition reimbursement.
• Employee discount perks.
• CNOB community service events.

Studies have shown that individuals from underrepresented groups may only apply to roles if they meet 100% of the qualifications.

Connect One Bank is an equal opportunity employer and does not discriminate with respect to any term, condition or privilege of employment based on race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, military or veteran status, marital status, or status of an individual in any group or class protected by applicable federal, state, or local law.

Connect One Bank also provides reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act and applicable state and local laws. If an accommodation is needed to participate in the job application or interview process, please contact Talent Acquisition.