LOAN DOCUMENTATION PROCESSOR – PERU SQUARE

DEPARTMENT: Loans

CLASSIFICATION: Non-Exempt

REPORTS TO: Loan Documentation Officer/Assistant Loan Documentation Officer

SUPERVISES: None

POSITION SUMMARY:
 

Process work flow in the loan department including; processing, updating, filing and maintenance of any incoming documentation pertaining to all bank loans. Provide customer assistance; to both customers and FFBT staff.

DUTIES:

1. Handle customer assistance calls in the department
2. Assist Loan Officers; making tickets, changing accounts, codes, etc. as needed
3. Assist with payoff requests; both internal and external
4. Process wire payments for participating notes
5. Implement all account maintenance and changes on loans and corresponding notes
6. Input and process new loans daily; reviewing for accuracy before scanned
7. Process/make changes on LAS and DDL non-post items daily
8. Figure MetLife payments and process wires for MetLife
9. Provide backup support for the following duties:
   1. Balancing for scheduled commercial fund General Ledgers
   2. Input new equiline, floor plans, leases and mortgages
   3. Process Tiad and RMIC, Genworth, United Guaranty reports
   4. Report monthly SBA payments
10. Perform other duties as assigned

RELATIONSHIPS/QUALIFICATIONS:

1. Responsible to Loan Documentation Officer/Assistant Loan Documentation Officer for the fulfillment of functions assigned
2. Will have contact with customers and bank staff on a regular basis
3. Accuracy and attention to detail is required
4. Strong communication and phone skills, confidentiality and basic computer skills are desired

WORKING CONDITIONS:

1. Normal office environment
2. Extended viewing of computer screens
3. Moderate lifting up to 25 pounds
4. Repetitive hand and arm movement