- Accurately book loans on the core processing system for CFG Bank, Capital Funding, and Capital Finance portfolios.
- Perform comprehensive maintenance tasks, including modifications and extensions, for all three companies' loans.
- Ensure precise booking and management of loan participations.
- Guarantee accurate reporting of bank loans serviced by Capital Funding or third-party servicers.
- Analyze, research, and resolve account issues.
- Review reports and disburse participation payments, along with corresponding correspondence to participant banks.
- Serve as a backup for processing loan payments, payoff transactions, advances, and daily reconciliations.
- Conduct thorough reviews of loan maintenance activities within the department.
- Update ticklers on the loan system for timely follow-ups.
- Assist clients in addressing any issues that may arise during the lifespan of the loan, fostering strong relationships with both clients and internal personnel.
- Conduct detailed document reviews and initiate wire transactions.
- Perform other various duties as assigned, exhibiting flexibility and adaptability.
- Minimum 5-7 years of hands-on experience in commercial loan boarding.
- Profound understanding of loan documentation, operations, and booking requirements.
- Exceptional customer service, filing, and organizational skills.
- Strong proficiency in Microsoft Excel, Word, and Outlook.
- Ability to work independently, meeting daily objectives within designated timeframes.
- Expert multitasking and prioritization abilities in a dynamic work environment.
- In-depth knowledge of both commercial and consumer lending products.
- Solid grasp of accounting principles and practices.
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Loan Operations Specialist II - Baltimore, United States - CFG BANK
Description
TITLE Loan Operations Specialist II
EOE STATEMENT
CFG is an Equal Opportunity Employer. We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other legally protected characteristic. We are committed to ensuring a diverse and inclusive workplace, and all employment decisions are based on merit, qualifications, and business needs. If you require accommodations during the application process, please contact Human Resources.
LOCATION CFG Corporate Office
DESCRIPTION
COMPANY SUMMARY:
We provide comprehensive commercial, personal, and online banking solutions to businesses in the Mid-Atlantic region and the national healthcare market. Our culture is characterized by authenticity, entrepreneurship, and compassion. We defy conventional banking norms with a bold and innovative approach, venturing into new territories and executing groundbreaking deals. Recognized as the Best Place to Work by the Baltimore Business Journal in both 2022 and 2023, our #1 goal is to make people feel that working here was the best decision they have made. Join us at CFG, where your bold, entrepreneurial, and tenacious spirit will thrive, and together we will achieve success and make a lasting impact.
POSITION SUMMARY:
As a Loan Operations Specialist, you will play a pivotal role in the accurate and efficient management of loan portfolios for Bank, Capital Funding, and Capital Finance. You will be responsible for booking loans, performing maintenance tasks, and ensuring precise reporting. Additionally, you will analyze, research, and resolve account issues while maintaining a strong rapport with clients and internal stakeholders. This role demands a keen eye for detail, excellent communication skills, and the ability to thrive in a fast-paced environment.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
QUALIFICATIONS AND REQUIREMENTS:
WORK ENVIRONMENT: We offer a hybrid schedule, with 3 days inoffice and 2 days remote after the initial 90-day period.
ABOUT THE ORGANIZATION
CFG BANK HAS ESTABLISHED POLICIES AND PROCEDURES TO FULFILL THE REQUIREMENTS OF THE BANK SECRECY ACT (BSA), USA PATRIOT ACT (CUSTOMER IDENTIFICATION PROGRAM) AND ECONOMIC SANCTIONS PROGRAM (OFAC). IN ORDER TO ENABLE ITS EMPLOYEES TO ACHIEVE THE OBJECTIVES AND RESPONSIBILITIES OUTLINED IN THESE POLICIES AND PROCEDURES AND TO COMPLY WITH THE REQUIREMENTS OF THESE ACTS AND LAWS, THE BANK HAS SET FORTH UP-TO-DATE CURRENCY TRANSACTION REPORTING AND SUSPICIOUS TRANSACTION REPORTING PROCEDURES INTENDED TO ASSURE THE PREPARATION AND FILING OF COMPLETE AND ACCURATE CURRENCY TRANSACTION REPORTS (CTR) AND SUSPICIOUS ACTIVITY REPORTS (SAR) FOR EACH AND EVERY REPORTABLE TRANSACTION AND HAS PROVIDED CURRENT OFAC LISTS FOR NEW CUSTOMERS AND LOAN APPLICANT COMPARISONS.
AS AN EMPLOYEE OF CFG BANK YOU ARE REQUIRED TO BE:
• DEDICATED TO ACHIEVING THE OBJECTIVE OF ASSISTING BANK MANAGEMENT IN THEIR EFFORTS TO IDENTIFY REPORTABLE TRANSACTIONS; AND
• DEDICATED TO ACHIEVING THE OBJECTIVES AND REPORTING REQUIREMENTS OUTLINED IN THE BANK'S BSA, CUSTOMER IDENTIFICATION PROGRAM AND ECONOMIC SANCTION PROGRAM POLICES.
THE MANDATORY TRAINING TO COMPLY WITH THE REQUIREMENTS OF THE BANK'S BSA, USA PATRIOT ACT AND ECONOMIC SANCTIONS PROGRAM WILL BE PROVIDED WITHIN 90 DAYS OF ACCEPTING THIS POSITION.
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