Coastal States Bank · 1 day ago
Loan Servicing Specialist II
Coastal States Bank is seeking a Loan Servicing Specialist II to handle various loan servicing functions for commercial, consumer, and residential mortgage loans. This role ensures compliance with policies and provides customer support for internal audiences.
BankingFinanceFinancial Services
Responsibilities
Serves as internal customer support contact to include monitoring of the Loan Servicing email inbox
Performs simple and complex loan transaction processing that may include research and resolution of transaction posting errors and non-posted transactions
Performs and/or reviews specialized loan participation transaction processing to include SBA loans
Processes and/or verifies rate changes on applicable systems
Performs or assists with other servicing functions including, but not limited to, insurance monitoring/reporting, escrow payments, and assisting with credit bureau disputes
Performs document custody duties which may include quality assurance reviews of post-closing trailing documents (such as recorded mortgages and final title policies)
Performs reviews of daily loan reports and reconcilements of general ledger accounts
Assists with audit preparation, document exception tracking, and clearing of exceptions as directed
Acquires and maintains knowledge of applicable banking regulations
Provides back-up and assistance with other loan servicing functions, as required
Contributes to the bank team effort by working on special projects and reports, performing other bank-related duties, at the discretion of the Loan Servicing Manager
Demonstrates high degree of professionalism in communication, attitude and teamwork with internal and external clients
Complete all mandatory training sessions as required by management
Comply with bank procedures and follow regulatory, operational and security guidelines
Qualification
Required
Self-Motivated and Team Player
Responsiveness
Provides Exceptional Customer Service
Ability to manage multiple tasks with exacting deadlines in a fast-paced environment
Technologically inclined with extensive experience with Microsoft Office (Excel, PowerPoint, and Word), core banking systems
Minimum 3 years of experience in loan operations or equivalent
Preferred
Responsiveness
High Attention to Detail
Organizational Skills
Strong Ethics
Strong analytical and problem-solving skills
Excellent Written and Oral Communication Skills
Work Independently with Limited Supervision
Preferred Experience with Fiserv Premier suite of products, nCino, iLien and LERETA
Company
Coastal States Bank
Coastal States Bank offers financial resources to help its clients achieve their goals.
Funding
Current Stage
Public CompanyTotal Funding
$56M2024-01-26Post Ipo Equity· $12M
2023-04-02Post Ipo Equity· $9M
2020-09-09Post Ipo Debt· $15M
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