loan operations specialist

River Bank and Trust

<div>RB&amp;T Mission Statement: 
As a trusted partner and friend, River Bank &amp; Trust helps our neighbors and the businesses in our communities to reach their financial goals. 


Position Summary: 
Under the supervision of the Loan Operations Manager, this position performs a variety of functions directly related to the loan operations of all loan types to include all Commercial, Consumer and Real Estate loans. 

<div>
Essential Duties and Responsibilities: 
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions include, but are not limited to the following: 
<ul><li>Process credit life insurance monthly</li><li>Manage SBA Loan Processing</li><li>Coordinate online loan application process for non-real estate loans</li><li>Set up internal and external loan transfers</li><li>Manage HELOC Special Inquiries and in-house loan referrals</li><li>Process Loan Grade Changes, Charge-off (Non-Add) and Non-Accrual loan requests</li><li>Process loan subpoena requests</li><li>Assist/Back up balancing Loan Control account daily, escrow support functions, credit bureau disputes, Loan Balance, Image EIP, SWAP-ARC loan processing, Participation loan management, Loan Review, and Loan Operations Inbox</li><li>Work closely with Management, Relationship Managers and Lending Assistants</li><li>Other duties and/or special projects as assigned by Management</li></ul></div> 

<div>
Minimum Qualifications: 
<ul><li>High School diploma or equivalent</li><li>1-2 years of Lending Assistant or Customer Service Representative experience preferred</li></ul></div> 

<div>
Skills, Abilities &amp; Expectations: 
<ul><li>Be familiar with and follow policy and procedures, and support Management&rsquo;s decisions and goals in a positive, professional manner.</li><li>Stay abreast of regulatory requirements and complete annual compliance training applicable to the position</li><li>Ability to apply general accounting knowledge processes (debits, credits, balancing)</li><li>Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect</li><li>Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work</li><li>Detail oriented and organized</li><li>Excellent interpersonal and communication skills</li><li>Integrity, discretion, and respect for confidential information are absolutely essential</li><li>Willingness to adapt to change</li><li>Work within a variety of different software and web applications</li><li>Able to prioritize duties and effectively manage time</li><li>Analytical and problem-solving skills</li><li>Attend work on a regular basis, on time, and withstand varying degrees of stress</li><li>Excellent interpersonal and communication skills</li><li>Maintaining a professional, business-like appearance and demeanor</li><li>Proficiency in Microsoft Office products to include: Excel, Word, and Outlook</li></ul>
 
Physical Demands: 
The employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.</div> 


Disclaimer: 
The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.</div>

Loan Operations Specialist

First Continental

<div>
 
 
 Loan Closer / Loan Operations Specialist &ndash; Real Estate Lending
 
 
 
 
 Location: Houston, TX &mdash; In-Office (Full-Time)
 
 
 
 
 
 
 
 
 Role Overview
 
 
 
 First Continental Investment Co., Ltd. is seeking an experienced Loan Closer / Loan Operations Specialist &ndash; Real Estate Lending to manage the closing of complex, residential lot acquisition and development loans. This role oversees the full closing process, coordinates due diligence, and works closely with borrowers, attorneys, and title companies to ensure loan documentation accurately reflects approved credit terms along with some administrative duties.
 
 
 
 
 
 The position requires a strong commercial real estate knowledge and the ability to manage multiple closings concurrently. This is a full-time, in-office role based in Houston.
 
 
 
 
 
 
 Key Responsibilities
 
 
 <ul>
 <li>
 Manage loan closings from credit approval through funding for complex real estate transactions.
 </li>
 <li>
 Coordinate and review all pre-closing due diligence, review documents for accuracy and finalize loan and collateral documents.
 </li>
 <li>
 Serve as primary point of contact for borrowers, outside counsel and title companies.
 </li>
 <li>
 Manage multiple transactions simultaneously.
 </li>
 <li>
 Ensure complete and organized closing files in accordance with internal standards.
 </li>
 <li>
 Miscellaneous loan administrative duties.
 </li>
 </ul>
 
 
 &nbsp;
 
 
 
 
 Required Experience
 
 
 <ul>
 <li>
 Strong working knowledge of real estate transactions and loan documentation.
 </li>
 <li>
 Experience with construction loans, lot development or acquisition financing.
 </li>
 <li>
 Background in real estate title, escrow, commercial lending or development finance.
 </li>
 <li>
 Prior experience in a law firm, paralegal or title company supporting real estate closings is a plus.
 </li>
 <li>
 Excellent attention to detail and ability to manage multiple complex transactions.
 </li>
 <li>
 Strong written and verbal communication skills and sound professional judgment.
 </li>
 <li>
 Collaborative, dependable and dedicated to success.
 </li>
 <li>
 Microsoft Excel proficiency.
 </li>
 </ul>
 
 
 
</div>

Loan Closer / Loan Operations Specialist - Real Estate Lending

Plumas Bank

<div>
 
 
 
 
 
 
 Under minimal supervision, this position requires advanced knowledge of loan servicing and lending processes, with a strong commitment to accuracy and compliance. The Department Services Specialist is responsible for reviewing complex loan data, monitoring system reports, and ensuring adherence to regulatory and internal standards. This role demands exceptional attention to detail, organizational skills, and the ability to manage multiple priorities in a fast-paced environment. This position is designed to develop a valued technical expert who can deliver quality work on a consistent basis
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 ESSENTIAL DUTIES
 
 
 
 
 
 
 
 <ul>
 <li>
 
 
 
 
 
 
 Assist the Loan Servicing Department with daily operations.
 
 
 
 
 
 
 </li>
 <li>
 
 
 
 
 
 
 Independently review and verify loan data using system reports and internal checklists.
 
 
 
 
 
 
 </li>
 <li>
 
 
 
 
 
 
 Ensure compliance with bank policies, regulatory requirements, and documentation standards.
 
 
 
 
 
 
 </li>
 <li>
 
 
 
 
 
 
 Validate collateral insurance coverage, UCC filings, and Real Estate Title documentation for accuracy.
 
 
 
 
 
 
 </li>
 <li>
 
 
 
 
 
 
 Monitor loans throughout their lifecycle, identifying and correcting discrepancies.
 
 
 
 
 
 
 </li>
 <li>
 
 
 
 
 
 
 Perform complex reconciliations across multiple accounts and general ledgers.
 
 
 
 
 
 
 </li>
 <li>
 
 
 
 
 
 
 Assist branches and loan production offices with advanced loan-related inquiries.
 
 
 
 
 
 
 </li>
 <li>
 
 
 
 
 
 
 Provide guidance and support to team members as needed.
 
 
 
 
 
 
 </li>
 <li>
 
 
 
 
 
 
 Assist Management with department oversight, as needed.
 
 
 
 
 
 
 </li>
 <li>
 
 
 
 
 
 
 Ability to work independently and be a self-starter.
 
 
 
 
 
 
 
 </li>
 </ul>
 
 
 
 
 
 
 
 MINIMUM REQUIREMENTS
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position.&nbsp; The requirements listed below are representative of the knowledge, skill and/or
 
 ability required to perform the position in a satisfactory manner.&nbsp; Individual abilities may result in some deviation from these guidelines.
 
 
 
 
 
 
 <ul>
 <li>
 
 
 
 
 
 
 Associate degree and/or a combination of education and experience in business, accounting, finance or related field.
 
 
 
 
 
 
 </li>
 <li>
 
 
 
 
 
 
 Bachelor&rsquo;s degree in business, accounting, finance or related field preferred.
 
 
 
 
 
 
 </li>
 <li>
 
 
 
 
 
 
 Five years of experience in loan servicing, lending processes or loan administration.
 
 
 
 
 
 
 </li>
 <li>
 
 
 
 
 
 
 Advanced computer skills, including proficiency in Word processing, Excel, and loan servicing software systems.
 
 
 
 
 
 
 </li>
 </ul>
 
 
 
 
 
 
 
 About Plumas Bank
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 Our Mission
 
 
 
 We make banking personal and powerful for the businesses, individuals and communities we serve.
 
 
 
 
 Our Vision
 
 
 
 To exceed every idea of what a bank can be.
 
 
 
 
 Our Values
 
 
 
 Bankers Who Believe
 
 Committed to Community
 
 Forging the Future
 
 Real Relationships
 
 HERE. For Good.
 
 
 
 
 
 
 
 
 
 
 
 
 
 There are many reasons to work for Plumas Bank.&nbsp; Working for a company that has seen significant growth in recent years while still maintaining a family environment are just a couple reasons.&nbsp; Receiving the comprehensive benefits that Plumas Bank offers its' team members is another great reason!
 
 
 Plumas Bank is an Equal Opportunity Employer.&nbsp; All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
 
 
 
 
 
 
 
 
 Salary range{{:}} $23.00 - $29.00 per hour DOE
 
 
 &nbsp;
</div>

Loan Servicing Specialist

Raymond James

<div>Job Description Summary
<div><div><div><div><div><div><div>Job Description
</div></div></div></div></div></div></div><h3 class="jobSectionHeader">Summary of the Position:
</h3>The Loan Servicing and Quality Assurance Specialist will perform both data input of transactions and quality review of the core loan system for both consumer and commercial loans.
<h3 class="jobSectionHeader">Primary Functions of the Position:
</h3><ul><li>Ensure that the core loan system matches the executed legal documents, whether via input or review
</li><li>Process or review new loans, renewals, modifications, extensions, payments, advances, maintenance, and system generated reports
</li><li>Provide customer support to both internal and external clients regarding account inquiries, research, and operational issues
</li><li>Provide backup support for other related duties, such as overseeing the printing and mailing of loan statements and manual calculation of accruing fees on commercial loans
</li><li>Work closely with Relationship Managers, Service Teams, Legal and Compliance to effectively execute on deliverables
</li></ul><h3 class="jobSectionHeader">Education and Experience Requirements:
</h3><ul><li>High School Diploma or equivalent; post-secondary degree preferred
</li><li>2-4 years of experience, including previous bank operations or financial services experience
</li><li>Previous Consumer/Private Bank/Wealth Management quality review experience with knowledge of lending regulatory requirements is a plus
</li></ul><h3 class="jobSectionHeader">Essential Skills and Abilities:
</h3><ul><li>Familiarity with loan systems; and ability to read and understand loan documents in order to review that the loan system matches the loan documents
</li><li>Strong attention to detail
</li><li>Ability to communicate effectively in person, through email, and over the phone
</li><li>Proficiency in basic math skills and general knowledge of office software is required
</li><li>Ability to work in a fast-paced, high-intensity work environment
</li><li>Job may require additional hours of work during peak periods to meet service levels
</li></ul><div><div><div><div><div><div><div>Education
</div></div></div></div></div></div></div>High School (HS)
<div><div><div><div><div><div><div>Work Experience
</div></div></div></div></div></div></div>General Experience - 4 to 6 months
<div><div><div><div><div><div><div>Certifications
</div></div></div></div></div></div></div>Travel
Workstyle
Resident
<div>At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
 
We expect our associates at all levels to:
 
<ul><li>Grow professionally and inspire others to do the same
</li><li>Work with and through others to achieve desired outcomes
</li><li>Make prompt, pragmatic choices and act with the client in mind
</li><li>Take ownership and hold themselves and others accountable for delivering results that matter
</li><li>Contribute to the continuous evolution of the firm
</li></ul></div>At Raymond James &ndash; as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.</div>

Loan Servicing & QA Specialist

World Business Lenders, LLC

<div>About World Business Lenders (www.wbl.com)
At World Business Lenders (WBL), we are dedicated to providing general-purpose, short-term commercial loans backed by real estate collateral for a diverse range of small and medium-sized businesses across the United States that may not have access to traditional funding options. We take pride in managing our loan portfolio as well as offering services for third-party loans, with a special emphasis on non-performing loan pools and REO management.<ul><li>
WBL is a U.S.-based company that embraces a 100% remote work environment for candidates located in Turkey, Latin America, and India.
</li><li>Our working hours are 9:00am-6:00pm Eastern Time, from Monday to Friday.</li><li>
The role requires an excellent command of both oral and written English. 
 
</li></ul>Please submit your resume in English. 
Requirements 
<ul><li>
Education:</li><li><ul><li>
A Bachelor&rsquo;s degree in Accounting, Finance, or a similar field is required. 
</li></ul></li><li>
Experience:</li><li><ul><li>
We're looking for candidates with 1 to 5 years of experience in internal auditing, loan operations, risk management, or compliance in the financial services sector.</li></ul></li></ul><ul><li>
Industry Background:</li><li><ul><li>
Previous experience in banking, financial services, or lending institutions is essential.</li><li>
Proficient in commercial lending, mortgage lending, or consumer loan operations.</li><li>
In-depth understanding of the complete loan lifecycle, encompassing loan origination, underwriting support, documentation review, funding, servicing, and collections.</li><li>
Knowledgeable about loan documentation requirements, credit files, and the essential operational controls within lending processes.</li><li>
Adept at pinpointing operational risks, addressing process inefficiencies, and identifying control weaknesses within loan operations.</li><li>
Experience with internal audits, quality assurance, or compliance reviews specifically related to lending operations.</li></ul></li></ul>
Key Responsibilities:<ul><li><ul><li>
Execute internal audits and conduct thorough operational reviews throughout the loan lifecycle, encompassing origination, underwriting, servicing, and collections.</li><li>
Spot and address process inefficiencies, operational risks, and control gaps within loan operations.</li><li>
Guarantee compliance with internal policies, procedures, and risk management standards.</li><li>
Contribute to the enhancement and fortification of internal controls within WBL&rsquo;s lending operations.</li><li>
Deliver insightful audit findings along with actionable recommendations to elevate operational procedures and strengthen risk controls.</li><li>
Collaborate with management to oversee remediation efforts, ensuring prompt resolution of audit findings.</li></ul></li></ul><ul><li>
Technical Skills Required:</li><li><ul><li>
Proficiency in Microsoft Office Suite</li></ul></li></ul><ul><li>
Essential Soft Skills:</li><li><ul><li>
Exceptional command of Microsoft Office applications, especially Excel, for efficient data analysis, tracking, and reporting.</li><li>
Expertise in reviewing documentation to pinpoint discrepancies or missing elements.</li><li>
Robust analytical and problem-solving abilities to evaluate processes and unearth potential risks.</li><li>
Skilled in organizing and juggling multiple tasks while maintaining a keen eye for detail.</li><li>
Excellent verbal and written communication skills for documenting insights and engaging with internal stakeholders.</li><li>
Ability to interpret and apply policies, procedures, and operational guidelines during review processes.</li><li>
Comfortable navigating internal systems and operational workflows within a structured environment.</li></ul></li></ul> 

Benefits 
<ul><li>
Compensation in USD</li><li>
Enjoy Paid Time Off (PTO) after just 6 months of service</li><li>
This is a full-time opportunity</li><li>
Enjoy the freedom of a completely remote work environment!</li></ul></div>

Remote - Loan Operations Internal Audit Analyst

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Loan Operations Specialist

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Remote - Loan Operations Internal Audit Analyst

Remote - Loan Operations Internal Audit Analyst

Remote - Loan Operations Internal Audit Analyst