- Performs daily post-closing review of new and renewed loans, reviews reports for misapplied or unposted transactions, and monitors internal accounts for incoming fees.
- Prepares and revises monthly reporting for FHLB, SBA, and PCBB. Builds internal reports to identify potential missing/incorrect data pertaining to loan accounts. Manages monthly exceptions report and add or remove exceptions, as necessary.
- Reviews loan agreements and adds covenants to tickler system. Satisfies ticklers as financial and collateral documentation is received.
- Facilitates appraisal requests by engaging with appraisers, ordering appraisal reports and reviews, and maintaining records of correspondence to remain within compliance.
- Periodically verifies documents are being uploaded properly, accounts are being routinely balanced, and all ticklers are being added/satisfied.
- Performs the responsibilities of a Credit Specialist I as required and necessary.
- Performs clerical duties including answering phones, assisting customers with questions and balance inquiries, or transferring to appropriate department/employee.
- Files both physical and electronic loan documents as well as verifying that they have been filed correctly and clearly within the e-filing system.
- Assists operations staff with daily responsibilities involving mailing notices, posting transactions, paying invoices, and facilitating officer or processor requests.
- Performs the responsibilities of a Credit Specialist II as required and necessary.
- Monitors and reconciles general ledger accounts, internal loan accounts, floor plans, and holding accounts. Resolves discrepancies as necessary and tracking reconciliation reports.
- Reviews daily reports for transactional or system errors and providing management with reports necessary for compliance.
- Performs operational duties including mailing paid outs, filing mortgages and UCCs, tracking property and flood insurance, processing participation payments, and facilitating officer or processor requests.
- Processes of mortgage escrow. Issues payments for insurance and taxes. Performs annual reviews.
- Performance of all job duties and responsibilities by being physically present at the Bank an average of 40 hours each week based on business needs.
- Other responsibilities as requested and assigned by management.
- Bachelors Degree in finance, accounting, or other business-related fields (preferred).
- 3-4 years of banking experience.
- Accuracy and Attention to Detail.
- Strong time management skills to meet all deadlines.
- Communication Proficiency.
- Problem Solving/Analysis.
- Adaptability.
- Excellent customer service skills.
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Credit Specialist III - Tulsa, United States - Financial Staffing
Description
Credit Specialist III (Credit Administration)
Summary: A Credit Specialist III assists the Managing Director of Credit Administration, Credit Specialist Lead, and Loan Processing Team ensuring compliance with the Banks loan policy and all regulatory requirements.
Primary Responsibilities:
Requirements
