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Peoples Bank and Trust · 2 days ago

HMDA/Loan Operations Specialist (Full-Time - Non-Exempt)

McPherson, Kansas, United States

Full-time

Onsite

Mid, Senior Level

5+ years exp

Peoples Bank and Trust is looking for an HMDA/Loan Operations Specialist to manage mortgage data in compliance with HMDA regulatory requirements. The role involves collecting and reporting HMDA data, ensuring documentation accuracy, and providing customer service to loan and deposit customers.

BankingFinanceFinancial Services

Responsibilities

Facilitate the collection of HMDA data from mortgage, consumer, and commercial loans

Collaborate with Compliance Department to ensure accuracy of HMDA LAR

Prepare and submit annual HMDA LAR

Verify accuracy of documentation for various loan types

Provide branch support for questions and account research

Maintain knowledge of loan policies and procedures

Coordinate with management to communicate and train employees on HMDA requirements

Demonstrate a commitment to PBT’s customer service philosophy

Provide courteous service to loan and deposit customers in person, over the phone, and through email communications

Various other duties as assigned

Qualification

HMDA knowledgeLoan documentationBanking experienceCustomer serviceComputer literacyAttention to detailCommunication skillsTeam collaborationProblem solvingTime management

Required

High School Diploma or equivalent required

Knowledge of loan services offered by Peoples Bank and Trust

Understanding of all PBT policies and procedures related to loan services provided

Knowledge of reports required to maintain and review HMDA data submissions

5+ years banking experience preferred

HMDA-related experience preferred

Attention to detail

Strong written and verbal communication skills

Effective collaboration and ability to function well within a team setting

Self-motivation

Self-management

Ability to consistently follow through on tasks

Problem solving

Organized

Analytical

Positive attitude

Interpersonal skills

Customer service

Time management

Computer literacy

Strong ability to multi-task

Applied leadership

Mentoring/training

Ability to speak effectively and communicate clearly

Ability to hear average conversations at a standard level in an office environment around other customers and bank personnel

The employee is regularly required to type throughout the day

The employee is regularly required to use hands to type and maneuver a mouse

Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and the ability to adjust focus with 20/20 vision (with or without the assistance of eyeglasses/contacts)

The employee must occasionally lift and/or move up to 20 pounds (unassisted) as well as stand, sit, bend, kneel, squat, and walk for long periods of time

Ability to deal with a variety of variables under only limited standardization

Strong numeric capabilities; Ability to add, subtract, multiply, and divide in all units of measure using whole numbers and common fractions

Ability to read, analyze, and interpret documents

Ability to communicate clearly