Demo

Experienced Loan Specialist II - Birmingham, AL

SouthPoint Bank
Birmingham, AL Full Time
POSTED ON 12/14/2024 CLOSED ON 1/7/2025

What are the responsibilities and job description for the Experienced Loan Specialist II - Birmingham, AL position at SouthPoint Bank?

Summary:

Responsible for ensuring effective loan service functions for SouthPoint Bank. This position handles moderate to complex loan and accounts.

Essential duties and responsibilities include the following. Other duties may be assigned.

· Responsible for and will comply with all of the requirements of the Bank Secrecy Act, USA Patriot Act, OFAC, and other related regulations as they pertain to my job

· Must comply with all state and federal banking laws and regulations

· Must comply with Bank lending policies and procedures

· Assist customers/co-workers with internal/external questions/problems on loans

· Obtains supporting documentation (i.e., loan applications, credit documents) as needed to prepare loan documents

· Prepares loan documents for all consumer/commercial and construction financing needs

· Review all commercial and consumer loan request and prepared documentation for accuracy and compliance prior to customer signing

· Order appraisals

· Order flood determination

· Order title commitments (review/work & clear exceptions on commitment)

· Work directly with closing attorney as needed

· Provide payoff quotes

· Coordinating and scheduling of loan closing with customers as needed

· Collateral release

· Prepare wires request

· Prepare line of credit draws/commercial draws as approved and needed

· Run loan payments

· Track and clear exceptions for loan documentation

· Assist department manager with special projects as needed

Job Type: Full-time

Expected hours: 40 per week

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Schedule:

  • Monday to Friday

Education:

  • Associate (Required)

Experience:

  • Reviewing and Booking Attorney Prepared Documents: 3 years (Required)
  • Commercial Loan Preparation: 3 years (Required)
  • Customer Service: 3 years (Required)

Ability to Relocate:

  • Birmingham, AL 35243: Relocate before starting work (Required)

Work Location: In person

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