Fortis Private Bank Hiring For Loan Operations Associate at Denver, CO, United States Full Time

Job Description

Summary
The Loan Operations Associate is a dynamic, resourceful, energetic individual who performs a wide variety of challenging duties, including resolving complex issues and providing internal and external client support with the highest degree of client service. This person is responsible for taking ownership of internal and external client needs and the daily service and operational functions of the Loan Operations Department.
Responsibilities

• Responsible for servicing and maintaining consumer, residential, and commercial loans; servicing requests may include: construction draws, LOC advance requests, payments, payoff quotes, customer inquiries, billing file maintenance, loan history/statement requests, and other related inquiries.
• Maintain and organize the daily incoming/outgoing postal mail and Fedex, including insurance policies, loan documents, etc.
• Review the original commercial, residential and consumer loan documents.
• File documents within document imaging system (Synergy) and file all originals in the fire vault.
• Manage the new loan document checklists and exceptions within Synergy and work with team members as applicable to clear exceptions.
• Quality review new loan boardings and renewals within the defined SLA.
• Clear monthly insurance, deed of trust, and title policy exceptions from the document exception by reaching out to applicable agencies and title companies to obtain the required document(s).
• Assist with clearing loan related outages in the general ledge account(s).
• Process modification and extension requests on construction loans.
• Manage and maintain collateral, including filing, maintenance, perfection, and release within the defined SLA.
• Board all commercial, residential and consumer loans onto the Jack Henry core system.
• Other duties as assigned.

Minimum Qualifications

• Associates Degree required; Bachelor’s Degree preferred.
• Minimum of 2-3 years professional work experience required.
• Experience with Jack Henry Software preferred.
• Excellent data entry and computer skills, including Microsoft Office products (Word, Excel).
• Detail and action-oriented attitude.
• Excellent comprehension of new processes and concepts, problem solving skills and time management.
• Strong written and verbal communication skills with the ability to work with high-net worth clients and all levels of the organization in a polished and professional manner.
• Versatility, flexibility, and a willingness to work on constantly changing priorities with enthusiasm.
• Ability to organize and prioritize work and handle multiple tasks/projects simultaneously.
• 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.
• Ability to show initiative and take ownership of work.

s to the Senior Manager, Loan Operations