Tential Solutions · 2 days ago
Loan Operations Associate
Columbia, MD
Contract
Onsite
Entry Level
1+ years expTential Solutions is seeking a Loan Operations Associate I who will support customers' loan servicing needs and contribute to process improvements. The role requires strong communication skills and the ability to manage various loan servicing activities while ensuring excellent service delivery.
Human ResourcesInformation Technology
Hiring Manager
Will Bartolotta
Responsibilities
Ability to work effectively with minimal supervision and be a team player
Responds to inquiries relating to his or her particular area or to requests from customers and other Bank personnel within given time frames and within established policy and service level agreements
Supports other teammates within the team
Understanding assigned process and procedures as it relates to the job task
Adhere to all applicable laws and regulations governing bank operations, including compliance with the Bank’s BSA/AML Policy and Procedures
Ensure excellent service is provided to our internal partners and customers
Identifies and resolves issues within assigned function
Performs all other job duties as assigned
Provide high degree of professionalism and confidentiality in handling and having access to sensitive information
Takes accountability for entire process from receipt of work to resolution and closure; provide recommendations on areas of opportunities
Ensures daily production goals are met and maintains quality
Participate on assigned projects
Comply with dual control standards as required
Identify risk and escalate concerns through proper channels
Develop and maintain knowledge of bank products, services, including other lines of business
Ability to learn and adapt to changing procedures and systems
Provide quality customer service by answering incoming calls regarding a wide range of questions and inquiries
Perform basic account maintenance
Perform basic customer transactions
Balance OTE transactions
Ensure CIP/CDD information is updated in the Core when new information is delivered
Process loan payoffs
Manages all incoming and outgoing mail
Provide pay off letters, loan verifications, and letters of guaranty
Process loan file intake activities and prepare for offsite storage
Process basic collateral perfection documentation
Qualification
Required
High School diploma or equivalent required
Minimum 1 year of operations or related experience
Ability to work effectively with minimal supervision and be a team player
Responds to inquiries relating to his or her particular area or to requests from customers and other Bank personnel within given time frames and within established policy and service level agreements
Supports other teammates within the team
Understanding assigned process and procedures as it relates to the job task
Adhere to all applicable laws and regulations governing bank operations, including compliance with the Bank's BSA/AML Policy and Procedures
Ensure excellent service is provided to our internal partners and customers
Identifies and resolves issues within assigned function
Performs all other job duties as assigned
Provide high degree of professionalism and confidentiality in handling and having access to sensitive information
Takes accountability for entire process from receipt of work to resolution and closure; provide recommendations on areas of opportunities
Ensures daily production goals are met and maintains quality
Participate on assigned projects
Comply with dual control standards as required
Identify risk and escalate concerns through proper channels
Develop and maintain knowledge of bank products, services, including other lines of business
Ability to learn and adapt to changing procedures and systems
Provide quality customer service by answering incoming calls regarding a wide range of questions and inquiries
Perform basic account maintenance
Perform basic customer transactions
Balance OTE transactions
Ensure CIP/CDD information is updated in the Core when new information is delivered
Process loan payoffs
Manages all incoming and outgoing mail
Provide pay off letters, loan verifications, and letters of guaranty
Process loan file intake activities and prepare for offsite storage
Process basic collateral perfection documentation
Preferred
Banking/accounting/finance experience preferred
Experience with MS Office Suite
High level of accuracy and great attention to detail
Excellent customer service skills
Excellent oral and written communication skills
Detail oriented and quality focused
Flexible, able to adapt to change
Ability to prioritize tasks and meet deadlines
Company
Tential Solutions
We put people first. We’re your trusted partner - empowering you with top talent and solutions to stay competitive in today’s dynamic market.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Shane Ireland
Chief Executive Officer
Quinn Salamandra
Co-Founder
Recent News
Australian Financial Review
2024-05-02
2024-04-12
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