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Date Last Verified
Years of Experience
ProfileLoan Operations Specialist
Qualification and Experience
Requirements: High School Diploma or equivalent is required. knowledge of banking regulations, policies and procedures, to include loan processing, product functionality, and loan system interfaces. Prior experience with loan products and loan services offered by banks. Excellent written and verbal communications skills as well as organizational skills are required. Direct experience with Yadkin Bank systems and products or exposure to Fiserv Core systems and Applications. Additional courses in accounting, finance, and business law or other applicable courses through the NCBA. Some college experience. 2 years of loan servicing or loan document preparation experience is required. Previous experience in accounting and/or bookkeeping functions. Preferred: Banking experience as teller, CSR or other branch function; lender, lending assistant or underwriter. Background as a Paralegal or Title Insurance Specialist. Experience with common Core systems such as Fiserv Signature and EZ Lender document preparation software. Required: Experience and expertise with banking industry processes, procedures, and workflow. Strong analytical skills and ability to recommend creative solutions in response to solving challenging problems and help improve departmental performance where needed. Ability to recognize key issues and focus on decision process while understanding impact to other departments and individuals. Must be capable of exercising discretion when necessary, manage multiple priorities, and possess strong organizational skills. Experience with data management and expert PC skills with emphasis on Microsoft Word and Excel. Must be a team player, have the ability to work under pressure, and be able to solve conflicts. Ability to think like a customer. Self-starter with good time management skills. Solid working knowledge of banking industry practices relative to Loan Operations. Ability to become proficient in use of various and key industry-specific software packages. Specific knowledge of outsourced banking Core systems. Loan systems and/or application knowledge. Demonstrate a working knowledge of the loan accounting system and reconcile debit/credit transactions as they apply to business and retail loans. Maintain and demonstrate proficiency with loan software. Work with system providers to utilize applications to fullest capacity, streamlining processes and procedures, ensuring accuracy and compliance. Adhere to confidentiality policy, code of ethics and follow all policies and procedures relative to Consumer Compliance and Bank Secrecy Act laws and regulations and best practice recommendations. Maintain in-depth knowledge of bank products, services, department procedures and policies, and regulations to ensure accurate handling of client inquiries. Demonstrate an in-depth knowledge of consumer and commercial loan transactions, including compliance, documentation, preparation of loan documents, booking and servicing.
110 West Market Street
Elkin, NC 28621