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Loan Portfolio Administrator - Glendale, AZ

Job Summary 

Primary responsibilities include administering the Commercial loan portfolio, including loan closings, renewals, documentation and review.

Major Responsibilities

• Prepare and/or order Commercial loan documents in accordance with the loan approval
• Perform due diligence required to close commercial loans, including lien searches and entity verifications
• Ensure appropriate reviews, approvals, and actions are taken for a successful loan closing; and disburse loan funds as appropriate
• Perfect collateral, including real estate, business personal property, and vehicles
• Set up and ensure files are complete and in compliance with bank policies
• May communicate with attorney, if necessary, on document preparation and title work
• Complete file audits in a timely manner
• Manage tickler items/documentation follow up
• Process payoffs and release collateral according to bank policy
• Provide effective customer service and assist in resolving problems within given authority
• Ensure compliance with banking policies, lending practices and regulatory statutes
• Comply with all related Federal, State and Industry laws and regulations pertaining to Banking

Skill Requirements

• Knowledge of and experience in commercial lending techniques and practices
• Knowledge of compliance with federal and state regulations pertaining to the banking industry
• Knowledge of lending products and services
• Proficiency in Microsoft Word, Excel, and Outlook
• Effective communication with internal and external customers
• Ability to handle multiple tasks simultaneously
• Maintain a high degree of confidentiality

• Proficiency in input and retrieval of data in an AS400 computer system is preferred

Loan Originator - Springfield, MO

Quality Assurance Coordinator - Mortgage Division - Overland Park, KS

This position requires a minimum of 06-24 months of mortgage lending experience. This position is responsible for completion of HMDA data input and government reporting as required. Assist in assuring that the company has a sound system of internal controls for an optimum level of compliance. This position will monitor, track, review and upload cancelled, and denied paperwork. This position requires above average organizational and critical thinking skills, as well as acute attention to detail. The candidate will learn and maintain an above average working knowledge of all loan types, documents, and investor guidelines. Must be proficient with computers with Basic to Intermediate computer skills in Microsoft Office, including Word, Excel, and Outlook are required. Encompass 360 experience preferred. Must demonstrate knowledge of the Industry in terms of laws and regulations, including the Bank Secrecy Act and Graham Leach Bliley Act.

Essential Duties and Accountabilities

• The primary focus of this role is to review all HMDA data for accuracy and completeness and to assist with HMDA audits. Daily research and completion of the data integrity for the HMDA and LAR reporting for the mortgage division to meet the quarterly reporting. Recognize non-compliance issues and effectively communicate and monitor to resolution.
• Facilitate correspondence and documentation regarding cancelled, denied and withdrawn loans. Monitor, track and review all cancelled and denied transactions prior to reporting and storage of loans. Confirm all data is entered accurately and upload documents to Encompass.
• Assist with loan document tracking and provide backup for final documents / trailing documents, purchase advice data entry, and first payment notices as needed.
• Assist with the lock report maintenance in both an accurate and timely manner.
• This position will serve as support for our Post Closing Dept. (including Government Insuring), Disclosure Desk and Receptionist.
• Additional duties will include assisting other departments and fellow team members with their workloads to ensure a smooth flow of production of loans and other duties as assigned.