Loan Operations Associate jobs in United States
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Fortis Bank ยท 2 weeks ago

Loan Operations Associate

Fortis Bank is a full-service bank providing loans, deposits, and cash management services to businesses. The Loan Operations Associate is responsible for loan servicing, client support, and managing operational functions within the Loan Operations Department.

Financial ServicesVenture Capital

Responsibilities

Perform accurate and timely loan servicing, including booking, funding, payments, and maintenance activities
Maintain and organize the daily incoming/outgoing mail and review and file original loan documents
Collect monthly insurance exceptions in partnership with our third party vendor, along with collecting outstanding collateral items
Assist with clearing loan related outages in the general ledge account(s)
Manage and maintain collateral, including filing, maintenance, perfection, and releases
Board all loans into the Jack Henry core system
Other duties as assigned

Qualification

Jack Henry SoftwareSalesforceData entryMicrosoft OfficeFinancial services experienceProblem solvingCommunication skillsOrganizational skillsTeamworkFlexibility

Required

Minimum of 3 years of professional work experience required
Excellent data entry and computer skills, including Microsoft Office products
Detail and action-oriented attitude
Strong written and verbal communication skills with the ability to work with clients and all levels of the organization in a polished and professional manner
Ability to organize and prioritize work and handle multiple tasks/projects simultaneously
Strong organizational time management skills, problem solving skills, and the ability to quickly grasp concepts and processes with limited guidance from management
Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management
A positive and collaborative approach with both peers and management
Versatility, flexibility, and a willingness to work on consistently changing priorities with enthusiasm

Preferred

Financial services industry experience is preferred
Experience with Jack Henry Software and Salesforce preferred

Company

Fortis Bank

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At Fortis Bank, we pride ourselves in being a partner to our clients by offering comprehensive banking solutions while building trusted, long-term relationships.

Funding

Current Stage
Growth Stage

Leadership Team

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Christopher Luce
Chief Executive Officer & Co-Founder
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Company data provided by crunchbase