What are the responsibilities and job description for the Loan Documentation Specialist - Booking Loans position at DL Evans Bank?
The Loan Documentation Specialist is responsible for booking loans, performing loan maintenance, and balancing specific general ledger and fee accounts. He/she provides clerical support for all lending activities and provides high quality and professional service to lending personnel.
Qualifications
- Must be at least 18 years old
- High school diploma or GED required
- Experience helpful, particularly in a financial environment
- Basic knowledge of commercial and consumer loan services and procedures preferred
- Familiarity with general loan documentation helpful
- Accurate and attentive to detail
- Well organized
- Good typing skills
- Willing and able to help others
- Able to use a computer, adding machine, copy machine, and basic business equipment
- Able to get along well with coworkers
Responsibilities
- Handle all loans that are paid off; researches loans to verifiy collateral is not cross-collateralized with other loans; requests approval from the lender to release collateral; and releases vehicle titles, UCC filings, and Deeds of Trust when applicable
- Amends UCC filings that have come up for continuation, verifies with lender that filings need to be updated, and tracks all filings to the Premier system
- Reviews denials for completeness and verifies that denials are processed following the Bank policies and procedures
- Completes all loan non-posted items and, if unable to resolve in the department, communicates with the branches so they can determine the resolution
- Balances the following general ledger accounts and clears them when applicable: branch clearings, department transit account, and all fees in process
- Assists in balancing the credit life general ledger accounts
- Ensures that customers' requests and questions are promptly resolved
- Maintains and projects the Bank's professional reputation
- Promotes D.L. Evans Bank at all times
- Serves as a representative for D.L. Evans Bank in the community
- Completes special projects as assigned
Company Description
D.L. Evans Bank is a community bank and has been since 1904. For many years, we have provided premier banking services to the residents of Southern Idaho and Northern Utah while fostering a working environment for our employees dedicated to teamwork and excellent customer service. If you are a dynamic and customer-driven individual, whether an experienced banker or just beginning your career, we encourage you to continue with this applicant friendly, online job application!
D.L. Evans Bank is an Equal Opportunity Employer (EOE/AA/W/M/Vets/Disabled). VEVRAA Federal Contractor.
Benefits
- Medical Insurance
- Dental Insurance
- Vision Insurance
- FSA
- 401(k)
- Employee Stock Ownership Plan
- Paid Vacation
- Sick Time
- Life Insurance
- Long-term Disability Insurance
