Retail Loan Booking Specialist

BANK FIRST • Manitowoc, WI

2d

About The Position

This role is mainly responsible for inputting retail loans into the loan core system and ensuring that loan files are properly scanned and organized. The position requires a solid understanding of loan documentation, attention to detail, proficiency with computers, the capacity to manage multiple tasks, and the ability to collaborate effectively within a team.

Requirements

• Honesty, Integrity and Ethics - to act in a fair and just manner, free from deception; ethics is the ability to be guided by the company’s accepted principles of moral conduct
• Accountability – the extent to which an individual is willing to accept responsibility
• Adaptability – the extent to which an individual can fit into a changing working environment.
• Decision Making – the ability to select an effective course of action while controlling resources and expenditures
• Interpersonal / Customer Oriented – the ability to develop and maintain relationships with others. The desire to serve both external and internal clients by focusing effort on meeting the client’s needs, understanding their concerns and seeking to build trust
• Oral Communication - to communicate with clarity in order to clearly understand other's message and intent, and to be able to receive and process feedback
• Written Communication - to be able to write concise clear letters, reports, and emails, including proofing and editing.
• Detail Oriented - the ability to pay meticulous attention to all aspects of a situation or task, no matter how small
• Time Management - the ability to effectively utilize time for the completion of necessary job tasks
• Results oriented- the ability to drive behaviors to emphasize achievement. The ability to be self-directed towards accomplishments, be action oriented, enjoy challenges, and pursue opportunities
• Innovative-to go beyond the conventional, a willingness to try different solutions, and to encourage new ideas
• Must be able to establish good working priorities, organize work, meet deadlines and adjust to changes in priorities in a fast-paced working environment.
• Must have strong communication skills
• Must have strong written skills
• Excellent organizational skills
• Attention to details

Nice To Haves

• Experience in mortgage operations and/or banking preferred

Responsibilities

• Book incoming closed loans to our system while checking for accuracy
• Complete booking loan maintenance
• Record security documents for collateral
• Scan loan documents into our system for file retention and file loan notes.
• Log and sort incoming mail including our interoffice bags on a daily basis.
• Work with title companies to secure our final title.
• Work with lenders to complete and clear exceptions.
• Log incoming loans and go through incoming mail
• Complete weekly duties
• Perform other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed