Loan Operations Representative

Job Title: Loan Operations Representative
Location: Greenville, SC (Hybrid)
Estimated Duration: 6 Months

The Loan Operations Representative I performs various administrative tasks involved in servicing Loans.
Performs routine administrative tasks exercising some judgment and discretion in the performance of duties usually in support of a single unit or team within Loan Operations Tasks are varied and are usually performed independently within standard policies and procedures

• May review work of others to ensure accurate processing
• May perform preliminary research on suspicious items and reports findings to appropriate resource to help prevent fraudulent activities
• May make entries in general ledger related to paperwork and information processed
• May approve and review general ledger entries and/or invoices for accuracy and completeness
• May provide input and assistance to management in developing and maintaining budget as requested
• May identify, audit, and investigate departmental discrepancies
• Responds to basic and moderately complex inquiries and issues from Customers and internal units
• Researches information to provide responses and resolution
• May contact Customers to explain items affecting their accounts
• Follows up with branches and other units to resolve discrepancies and Customer issues

SUMMARY OF THE ROLE:
Typical Day-to-Day Responsibilities:

• Performs highly complex or non-routine administrative tasks exercising significant judgment and discretion in the performance of duties usually in support of a single unit or team within Loan Operations.
• Tasks are performed independently with limited supervision and review; Tasks may include research, processing incoming mail, Customer service and contact, and external agency contact; Provides information and procedural knowledge for less experienced staff.
• Performs research on suspicious items and reports findings to appropriate resource to help prevent fraudulent activities.
• Makes entries in general ledger related to paperwork and information processed.
• Approves and reviews general ledger entries and/or invoices for accuracy and completeness.
• Provides input and assistance to management in developing and maintaining budget.
• Identifies, audits, investigates, and rectifies departmental discrepancies.
• Reviews work and provide information and procedural knowledge to less experienced staff.
• Provides the primary leadership of a unit or team within Loan Operations including input to performance management, coaching, and guidance to team members.
• Responds to the most complex inquiries and issues from Customers and internal units; Research information to provide responses and resolution.
• Contacts Customers to explain items affecting their accounts.
• Follows up with branches and other units to resolve discrepancies and Customer issues.

MUST HAVE Hard Skills:

• 2 years of experience in Loan Processing and policies
• Experience with Blue Zone/Fidelity and CMOD
• Proven computer literacy and proficiency in common PC applications- Microsoft 365

SOFT SKILLS

• Team building skills
• Interpersonal skills
• Analytical and strong administrative skills
• Attention to detail and prioritization skills

NICE-TO-HAVE

• Research skills
• Quality Assurance experience

Skills:

• Basic knowledge in lending and the real estate industry.
• Excellent written and verbal communication.
• Strong attention to detail. Ability to handle multiple tasks with frequent interruptions.
• Knowledge of basic accounting processes and procedures.
• Basic computer skills including Microsoft Office.

Education/Experience:

• High school diploma or GED required. Bachelor’s degree in business or related field preferred.
• 0-2 years experience required.