City
McKinney

State
TX

Job Type
Full-Time Regular

 

Under limited supervision, incumbent is responsible for a variety of complex maintenance and research tasks for the servicing of existing and acquired loan portfolios. Process more complex payment type transactions such as advances tied to a borrowing base as well as perform maintenance transactions for these loan types. Prepare and process payoff and partial payoff transactions for various loan types. Must have thorough knowledge of Commercial, Commercial Real Estate and Residential Real Estate loans to be able to research transactions and service these loan types.

Responsibilities

  • Responsible for timely and accurately answering questions and completing incoming customer service requests from internal and external customers
  • Provide answers to more complex Commercial and Consumer Real Estate loan customers regarding loan credit agreement terms.
  • Communicate with lenders and assistants to answer complex questions relating to the Commercial and Commercial Real Estate Loan Portfolio..
  • Ensure all incoming requests are handled in a timely and manner and according to the banks procedures.
  • Timely check the inbox to handle specialized requests items and complete per service level agreements.
  • Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets.
  • Process payment reversals, accrual adjustments, advance requests, payoff and maintenance transactions daily
  • Daily accuracy and timely changing with loan parameters all loan rate indexes associated with all loan portfolio types.
  • Accurately and timely process adjustments for payments when needed
  • Accurately and timely processing of all advance requests for loans including loans tied to a borrowing base.
  • Accurately preparing and timely processing of internal and external partial payoff and payoff requests for Commercial and Commercial Real Estate loan portfolios.
  • Accurately calculate required accrual adjustments for reversal transactions to ensure adjustments are correctly completed.
  • Assist with projects within department as needed as well as cross train in other functions.
  • Complete required post conversion maintenance during conversion weekend.
Qualifications

  • High School Graduate or equivalent education certificate (GED) required AND
  • Minimum of 3 years of experience in working in customer service related position in a banking environment.
  • Minimum of 5 years of servicing Commercial and Commercial Real Estate loan portfolios preferred.
  • Minimum of 5 years of real estate loan compliance regulations
  • OR Bachelor’s degree AND
  • Minimum of 2 years of experience in in working in a loan related position in a banking environment.
  • Minimum of 2 years of servicing Commercial and Commercial Real Estate loan portfolios preferred. Minimum of 2 years of experience supporting real estate loan officers
  • Minimum of 2 years of real estate loan compliance regulations
  • Basic knowledge of Microsoft Word, Excel, and Outlook (e.g. create new documents, edit existing files, create tables, sort/filter data, print documents, generate new records, email and calendaring)
  • Must have ability to prioritize a variety of tasks and meet demanding deadlines.

Job ID R1343 (R505) / Posted Posted 6 Months ago
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