Susser Bank · 2 months ago
Loan Operations - Collateral Specialist II
Susser Bank is seeking a Loan Operations Collateral Specialist II to ensure the integrity and compliance of loan collateral documentation. The role involves maintaining, coordinating, reviewing, and filing collateral records while providing administrative support to the Loan Department.
BankingCommercialFinancial Services
Responsibilities
Perform general office/clerical duties on a daily basis which include but not limited to preparing, producing, copying, and distributing loan documents using a PC
Monitors post-closing exceptions items and works with Title Companies, Insurance Companies, UCC/Recording Vendors and County Clerk offices to collect the proper documentation to keep the loan file in compliance
Post-closing exception items examples include but not limited to Hazard insurance, Life insurance, paid property taxes, UCC filings, real estate filings, motor vehicle filings and Title Binders/Policies
Monitors the note vault and any incoming technical exceptions emails and phone calls; maintaining customer contact, assisting with any questions or concerns, and keeping employees informed of their file’s status
Record and track Note Receivable files and assist in resolving documentation discrepancies and follow up on missing or incomplete items
Monitor collateral files for completeness and compliance with internal policies and regulatory requirements
Review, Approve, Scan and Upload new/updated documentation which includes identifying the document name and purpose of each document
Process paid off files which includes releasing collateral and other file items
Maintain note vault and breakroom supplies which includes inventory review and organizing
Maintains various tracking logs to ensure exception items are received prior to expiration
Presents information both clearly and concisely and regularly confirms correct interpretation of information
Demonstrates a courteous, pleasant, self-motivated, and dependable behavior. Maintaining a professional environment in both appearance and conduct
Maintains the security and confidentiality of pertinent information and records
Understands and agrees to abide by the policies and procedures established by Susser Bank
Performs duties in compliance with applicable laws and regulations
Performs additional duties as assigned or directed
Qualification
Required
High School diploma or GED, some college preferred
Six months of job-related experience preferred, preferably in the financial industry
Be of good character, work ethics and self-starter
Strong attention to details and accuracy, organization and analytical skills, good time management and excellent follow up skills. Responsive to requests and timely completion of tasks
Must be able to work under pressure and meet deadlines while maintaining a positive attitude and exemplary customer service
Basic knowledge of post-closing loan servicing
Strong verbal and written communication
Preferred
some college preferred
Six months of job-related experience preferred, preferably in the financial industry
Proficient with Microsoft Office applications preferred (Teams, One-Drive, Word, Excel, and Outlook)
Preferred Jack Henry Xperience Banking systems
Preferred Jack Henry Synergy Document systems
Company
Susser Bank
Susser Bank is a Texas-based bank offering a full suite of personal and commercial banking solutions.