Loan Servicing Specialist
Loan servicing specialist job in Fenton, MI
Non-Exempt - Grade Level 4
Equal Employment Opportunity
Corporate Values & Mission
“Provide superior service, quality advice and show our utmost respect to everyone we meet.”
Handles various loan servicing processes and functions, including escrow administration, insurance tracking, lien continuations and releases, account reconciliation, and reporting. Handles the more complex customer service issues related to loans.
Reports To: Loan Servicing Team Lead
Essential Duties and Responsibilities
Oversees the process of maintaining and balancing loan servicing DDA's and GLs, providing administrative assistance to Accounting with transaction research when requested.
Oversees the management of the escrow portfolio, including; monitoring reports for escrow error resolution (ex. large negative escrow balances, escrow accounts with no addenda's, escrow accounts with no annual analysis, etc.), monitoring system generated Excess Escrow Refund Checks, monitoring system generated annual escrow analysis reports, maintaining active Tax Log, and maintenance of Vendor portfolios.
Oversees the escrow disbursement process for all loans, including force place, property taxes, hazard/flood insurance, PMI, and miscellaneous other escrow items.
Oversees all maintenance of escrow accounts, including escrow account recalculations, initiation or cancellation of escrow accounts post close, and escrow counseling with borrowers when necessary. Processes escrow disbursements for all loans, including property taxes, hazard/flood insurance, PMI, and miscellaneous other escrow items.
Oversees all PMI maintenance, including cancellations. Reviews loans for cancellation eligibility and counsels' borrowers on options. Orders appraisals for cancellation recommendations and processes approved cancellations with MI companies, removes PMI from loans.
Oversees the insurance cancellation tracking process, including force placing coverage as needed.
Oversees the lien release process, including removing paid off loans from Tax Service database, removing paid off loans with escrow from Tax Log, filing UCC terminations, preparing vehicle lien releases, preparing and filing mortgage and assignment of leases and rents discharges, issuing payoff refunds.
Prepares and publishes various reports on a regular basis.
Research and resolve complex system processing issues and errors.
Answer requests and inquiries that are received via phone or email from internal and external customers, or third-party vendors and companies.
Processes all loan type post close maintenance, including payment error resolution, auto debit setup and changes, change of address forms, payoff letters, payoff transaction processing, ACH payment requests, system code update requests, and name changes.
Works with third party vendors to identify efficiencies in servicing processes.
Additional responsibilities as assigned.
Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer.
Be familiar with and comply with all federal and state banking regulations as applicable.
Competencies
In addition to the Corporate Core Competencies, individuals in this position are expected to exhibit the following:
Written and Oral Communication - Effective written and oral communication skills required, with the ability to interface with Internal and external stakeholders and community partners. Has group presentation skills.
Quality - Demonstrates accuracy and thoroughness; monitors own work and the work of others to ensure quality.
Quantity - Meets productivity standards; completes work in a timely manner; strives to increase productivity; works quickly.
Technical Skills - Assesses own strengths and weaknesses; pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others.
Dependability - Follows instructions; responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; completes tasks on time or notifies appropriate person with an alternate plan.
Adaptability - Adapts to changes in work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays or unexpected events.
Initiative - Undertakes self-development activities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed.
Requirements
Qualifications
To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required.
Experience and/or Education
High School Diploma or GED
Minimum of two (2) years' retail banking experience
Physical Demands and Work Environment
Ability to work in an office environment which may include many hours of computer and telephone usage. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodations.
By signing below, I acknowledge and understand the expectations and requirements of my role and agree to meet these duties to the best of my ability.
Loan Servicing Specialist
Loan servicing specialist job in Fenton, MI
Job DescriptionDescription:
Loan Servicing Specialist
Non-Exempt - Grade Level 4
Equal Employment Opportunity
Corporate Values & Mission
“Provide superior service, quality advice and show our utmost respect to everyone we meet.”
General Summary
Handles various loan servicing processes and functions, including escrow administration, insurance tracking, lien continuations and releases, account reconciliation, and reporting. Handles the more complex customer service issues related to loans.
Reports To: Loan Servicing Team Lead
Essential Duties and Responsibilities
Oversees the process of maintaining and balancing loan servicing DDA's and GLs, providing administrative assistance to Accounting with transaction research when requested.
Oversees the management of the escrow portfolio, including; monitoring reports for escrow error resolution (ex. large negative escrow balances, escrow accounts with no addenda's, escrow accounts with no annual analysis, etc.), monitoring system generated Excess Escrow Refund Checks, monitoring system generated annual escrow analysis reports, maintaining active Tax Log, and maintenance of Vendor portfolios.
Oversees the escrow disbursement process for all loans, including force place, property taxes, hazard/flood insurance, PMI, and miscellaneous other escrow items.
Oversees all maintenance of escrow accounts, including escrow account recalculations, initiation or cancellation of escrow accounts post close, and escrow counseling with borrowers when necessary. Processes escrow disbursements for all loans, including property taxes, hazard/flood insurance, PMI, and miscellaneous other escrow items.
Oversees all PMI maintenance, including cancellations. Reviews loans for cancellation eligibility and counsels' borrowers on options. Orders appraisals for cancellation recommendations and processes approved cancellations with MI companies, removes PMI from loans.
Oversees the insurance cancellation tracking process, including force placing coverage as needed.
Oversees the lien release process, including removing paid off loans from Tax Service database, removing paid off loans with escrow from Tax Log, filing UCC terminations, preparing vehicle lien releases, preparing and filing mortgage and assignment of leases and rents discharges, issuing payoff refunds.
Prepares and publishes various reports on a regular basis.
Research and resolve complex system processing issues and errors.
Answer requests and inquiries that are received via phone or email from internal and external customers, or third-party vendors and companies.
Processes all loan type post close maintenance, including payment error resolution, auto debit setup and changes, change of address forms, payoff letters, payoff transaction processing, ACH payment requests, system code update requests, and name changes.
Works with third party vendors to identify efficiencies in servicing processes.
Additional responsibilities as assigned.
Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer.
Be familiar with and comply with all federal and state banking regulations as applicable.
Competencies
In addition to the Corporate Core Competencies, individuals in this position are expected to exhibit the following:
Written and Oral Communication - Effective written and oral communication skills required, with the ability to interface with Internal and external stakeholders and community partners. Has group presentation skills.
Quality - Demonstrates accuracy and thoroughness; monitors own work and the work of others to ensure quality.
Quantity - Meets productivity standards; completes work in a timely manner; strives to increase productivity; works quickly.
Technical Skills - Assesses own strengths and weaknesses; pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others.
Dependability - Follows instructions; responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; completes tasks on time or notifies appropriate person with an alternate plan.
Adaptability - Adapts to changes in work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays or unexpected events.
Initiative - Undertakes self-development activities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed.
Requirements:
Qualifications
To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required.
Experience and/or Education
High School Diploma or GED
Minimum of two (2) years' retail banking experience
Physical Demands and Work Environment
Ability to work in an office environment which may include many hours of computer and telephone usage. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodations.
By signing below, I acknowledge and understand the expectations and requirements of my role and agree to meet these duties to the best of my ability.
Loan Servicing Specialist
Loan servicing specialist job in Lansing, MI
Responsible for receiving, reviewing, and processing loan packets for indirect car and merchant loans. Responsible for handling consumer credit disputes or related loan problems. Receives written credit disputed for Credit Bureaus, researches payment histories and related credit documents, and works to find satisfactory resolutions to problems. Corrects credit ratings and loan reporting as appropriate. Maintains records and statistics on assigned Department activities. Responsible for verifying auto loan payoffs and mailing out release of liens. Responsible for processing loan correction and skip a payment requests. Assists Vice President of Lending and Consumer Loan Servicing Manager with special projects and assignments as needed. Professionally assists members and vendors and notifies them as needed. Performs related clerical duties as required as well as answers and directs telephone calls. Completes related reports and records and maintains files.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
1. Assumes responsibility for the effective and timely performance of processing functions and processing indirect loan packets.
a. Receives member and branch phone calls and resolves inquiries or refers appropriately
b. Receives, verifies and processes indirect dealer packets. Verifies income and employment for each packet (unless waived). Contacts Consumer Loan Officer about any discrepancies in approval values. Contacts the dealership about any needed or missing information. Mails out appropriate member information.
c. Processes payoffs, verify accounts in good standing and mail out release of liens. Process guarantee release of lien requests according to guidelines.
d. Processes extension requests via Skip A Payment promotion. Verify account and loan standing, process requests, mail out denial letter and call member.
e. Processes loan corrections as requested by authorized personnel. Researches payment histories, reverses payments, corrects due dates, payment history, interest calculation, late fees.
f. Processes collateral protection insurance (CPI) premiums and refunds. Adjusts payment amount and due date accordingly. Works with MSRs and vendors to ensure accurate information is on file. Processes insurance waivers according to guidelines.
g. Handles Credit Bureau disputes regarding delinquent loans, closing dates, joint loan responsibility, credit ratings, document errors or related problems. Receives disputes, obtains and conveys information as needed, and works to find a satisfactory solution. Refers problems as appropriate
h. Corrects credit ratings and loan reporting as appropriate. Ensures that disputes are resolved tactfully and promptly, and in accordance with Credit Union policies and procedures. Records member complaints, related information and resolutions as appropriate.
i. Assists in writing procedures for job duties and training other department personnel
j. Assists Consumer Loan Servicing Manager and VP of Lending with special projects and assignments as needed. Follow up with vendors, draft letters to members, research current market prices.
2. Assumes responsibility for establishing and maintaining professional business relations with members, institutions, and merchants.
a. Obtains and conveys information as needed. Composes correspondence as needed.
b. Resolves (or refers) questions and requests promptly and courteously.
c. Keeps members informed of Credit Union services and policies.
d. Assists in counseling members whose skip a pay, or storage insurance requests were denied, explaining reasons while offering alternatives
e. Maintains and projects the Credit Union's professional reputation.
f. Maintains confidentiality.
g. Maintains and updates files, records and documents
h. Completes miscellaneous reports as assigned.
3. Assumes responsibility for establishing and maintaining effective coordination and working relations with Credit Union personnel and with management.
a. Assists branches and related departments as needed. Answers questions and resolves problems as needed.
b. Supports and replaces Lending personnel as needed.
c. Keeps management informed of area activities and of any significant problems.
d. Attends and participates in meetings as required.
e. Completes records and reports promptly and accurately.
f. Assists in training and cross-training personnel
g. Completes additional projects as may be assigned
4. Assumes responsibility for related duties as required or assigned.
a. Ensures that work area is clean, secure, and well maintained.
b. Copies and distributes requests and re-presentments.
c. Completes special projects as assigned.
Stays abreast of changes in loan services operations and policies.
e. Replaces area personnel as needed
PERFORMANCE MEASUREMENTS
1. Credit Bureau disputes and complaints are handled in accordance with established Credit Union policies. Disputes are received and researched and resolutions that support both Credit Union interests and member needs are reached.
2. Recordkeeping errors or discrepancies are identified and resolved. Credit ratings and loan reporting documents are corrected as necessary
3. Problem accounts are researched and promptly resolved.
4. Professional business relations exist with members, institutions, and businesses. Assistance is provided as needed.
5. Good working relations exist with Credit Union personnel. Assistance and support are provided as required. Management is properly informed.
6. Management is appropriately informed of area activities.
7. Loan processing functions are completed in accordance with established policies and procedures
8. Files are accurate and up-to-date. Required reports and documentation are accurate and timely.
9. Attends needed training and education sessions
QUALIFICATIONS
Education/Certification: High school graduate or equivalent.
Required Knowledge: None
Experience Required: 6 months to a year of related experience preferred.
Skills/Abilities: Excellent communication and public relations skills.
Solid math skills. Able to analyze accounts.
Attentive to detail.
Well organized.
Ability to assist others.
Able to use PC, calculator, phone, and all related business equipment.
INTENT AND FUNCTION OF S
s assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well constructed s are an integral part of any effective compensation system.
All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
In accordance with the American with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.
CASE Credit Union was chartered on February 19, 1936, to serve Lansing area teachers and administrators as Lansing Teachers Credit Union. From operating within Lansing High School with 180 members, today, over 85 years later, we serve a membership of over 45,000 members and operate five branches throughout the Greater Lansing area, while controlling over $384 million in assets. We pride ourselves on living our mission of assisting members and employees to achieve financial success through service that is superior, convenient, and easy to use. CASE is a Community Development Credit Union (CDCU). A CDCU is a credit union with a mission of serving low and moderate-income people and communities.
CASE prides itself on having a culture focused on diversity and inclusion, reflected in having received the 2020 Lansing Area Economic Partnership (LEAP) Diversity award. Additionally, at CASE Credit Union, we're committed to hiring the best and brightest. Just as we are dedicated to helping our members achieve success, we are dedicated to helping our employees grow and thrive. That's why we are proud to offer a team-oriented working environment, with competitive salaries and benefits, and countless opportunities for growth and advancement. CASE Credit Union offers affordable medical, dental, and vision and provides disability insurance and life insurance to our employees at no cost to them. We also provide tuition reimbursement for those who desire to continue their education while working with us. Come work with CASE Credit Union and experience exciting career opportunities in the financial industry.
Auto-ApplyHome Loan Specialist I
Loan servicing specialist job in Lansing, MI
About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
SolomonEdwards is looking for a Home Loan Specialist I for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Perform routine data entry and validation tasks.
- Initiate third-party orders (title, appraisal, hazard, flood cert, credit, etc.).
- Review and validate loan documents.
- Handle routine calls, emails, and/or chat responses.
- Monitor work queues and intervene as needed.
- Perform other related duties as required and assigned.
- Demonstrate behaviors that are aligned with the organization's desired culture and values.
Qualifications:
- Associate's degree or equivalent work experience.
- Financial Services and, if possible, mortgage industry experience preferred.
- General understanding of applicable Federal, State, and Local Regulations.
Skills and Job-Specific Competencies:
- Proficiency in Microsoft Office.
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise
Job Ref: 141857
### Place of Work
On-site
### Requisition ID
141857
### Application Email
****************************
Easy ApplyConsumer Direct Loan Specialist - Columbus, OH, Flint or Detroit, MI
Loan servicing specialist job in Flint, MI
As a Consumer Direct Loan Originator, you're more than just a financial resource for our existing customers; you're their partner in creating a brighter future. Huntington has an extremely loyal customer base, a reputable standing in the community and far-reaching brand awareness. You'll be working in a fast-paced and exciting professional corporate environment selling Consumer Lending and Financial products while providing sound financial advice based on a full understanding of the needs of our customers. In addition, you'll work cooperatively with other channels throughout the organization as you sell or refer the full spectrum of banking products and services Huntington has to offer. We are looking for candidates with the natural ability to self-monitor, stay on task, execute and follow a structured regimen with little supervision. We encourage employee performance and reward outstanding talent with lucrative incentives. Those interested must be confident yet humble, driven yet teachable and have the ability to build good client and team relationships.
Duties & Responsibilities:
* Focuses on consumer lending and broadening existing customer relationships through phone sales and referrals of all Huntington products and services.
* Places outbound calls through a variety of lead sources; discovers needs of customer; explains the features and benefits of financial products and services; recommends financial solutions to customer; originates Huntington products and services.
* Uncover additional needs and make sales referrals to various channels of the bank.
* Averages 60+ contact attempts daily through our leads management system.
* Demonstrates high energy, initiative and driven to meet department and production goals.
* Maintains up to date knowledge of products, services, technology and regulations.
* Interacts closely with Retail and/or product partners to meet customer needs.
* Understands sales tracking/pipeline management.
* Inputs accurate and thorough loan applications.
* Partners on the strategic vision of the department.
* Performs other duties as assigned.
NOTE: This position is considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. Registration and additional qualifications required.
Basic Qualifications:
* High School Diploma required
* Minimum 2 years Financial Sales Experience required
Preferred Qualifications:
* Retail banking sales or consumer loan origination experience highly preferred
* Related financial product experience beneficial
* College or evidence of advanced education considered a plus
* Outbound phone sales experience preferred
* Must possess excellent oral and written communication skills
* Must have a disciplined approach to time management
* Ability to work autonomously, yet as a team when needed and be a fit for the culture
* Ability to interact with all levels of the organization
* Receptive to coaching and adjusting behaviors as needed
#LI-NA1
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplyIntake & Records Processor
Loan servicing specialist job in Flint, MI
Posting Number Position Title Intake & Records Processor Employee Group Status Full-time (Grant/Contract) Starting Salary/Rate $16.99-$18.97 Information The primary purpose of this position is to facilitate the day-to-day enrollment process for various Workforce Development Programs. This position is responsible for recruitment, screening, program eligibility, data entry in various database systems, and file maintenance for Workforce Development participants.
Supervisory Responsibility:
The person in this position does not have direct supervisory responsibilities but may serve as a formal work group leader for assigned staff, and participants.
Scope/Primary Duties
The Intake & Records Processor position is in the division of Workforce & Economic Development (WED), but specifically reports to the Administrator, and serves as a primary contact in the Enrollment area of Workforce Development. As such, this position facilitates the enrollment process for all program offerings at Workforce Development by collecting and analyzing the required documentation. Provides technical assistance to the Administrators and staff as it pertains to participant enrollment, participation, and retention. This position will provide technical support, which facilitates the effective and efficient operation of program activities and works closely with all staff to aid in the seamless transition of participants through eligible levels of service. Facilitates enrollment process and delivers enrollment presentations in a variety of formats (group, one-on-one) and locations (off-site), using various technology tools. Operates as a part of the call center team to receive and redirect calls, as well as answer questions about programs and services available through WED. Assists with assisting students, staff, and community members as a member of the front desk operations team.
Dimension
Given the variety of program offerings at WED, this position functions as part of the team most of the time and is expected to exercise good judgment on issues, questions and problems that arise. The incumbent must be able to manage working in a fast-paced environment during the enrollment process, paying attention to details, input data timely and accurately, as well as maintain files. This position is part of a team that must be able to work together, and with other areas to ensure that the WED and the college fulfills its' annual goals.
Minimum Requirements
1. High school graduate or equivalent required.
2. Three (3) years' experience in customer service and in an office setting.
3. Familiarity with computer software (Microsoft Office, Google Suite, Zoom, Email etc.).
4. Excellent interpersonal skills and ability to respond to students, faculty and staff with diplomacy, tact and courtesy
Additional Desirable Qualifications
1. Associates degree in human services, business, or a related field
2. Two years of professional work experience in a higher educational institution having direct contact with students
3. Experience with workforce development training and programs.
4. Data Management, entry and experience with database systems such as, the State of Michigan One-Stop Management Information System (OSMIS), Effort to Outcomes (ETO), Michigan Adult Education Reporting Systems (MAERS) and Augusoft Lumens.
5. Certified in proctoring assessments such as WorkKeys, Test for Adult Basic Education (TABE), and Comprehensive Adult Student Assessment System (CASAS).
Physical Requirements/Working Conditions
1. Must be able to work at a desk for long periods of time and operate a computer workstation and telephone.
2. Must be able to communicate both in person, via email, and over the telephone with a variety of people each day.
3. Occasionally carries and moves light loads up to (25 lbs.)
4. Must be able to stand for a minimum of 30 minutes.
5. The minimum reasoning skills necessary for this position include the ability to solve practical problems and deal with a variety of concrete variables in situations where standardization does not exist.
Work Schedule
In addition to regular business hours (8:00 AM to 5:00 PM), the person in this position must be able to be flexible around the needs of the department, which includes evening and/or weekend hours.
For Detailed Click Here Job Description Additional Information
First consideration given to internal candidates.
Educational qualification must be conferred by application deadline.
Visa sponsorship is not available.
The College is unable to assist with travel and/or relocation expenses.
Selected candidates must submit to a drug test and criminal background check.
The College reserves the right to cancel the search at any time.
This position is grant funded. This grant, and consequently this position, may be terminated at any time if the grantor determines that performance measures are not being adequately met. Employee performance will be measured by the program's successful outcomes and the appropriate documentation thereof. In addition, as a grant-funded, non-union employee, the selected candidate's employment is at-will and the employment relationship may be ended by either party (MCC or the employee) at any time, with or without notice.
Application Deadline Internal Deadline December 4, 2025 Additional Application Deadline Information
The College reserves the right to cancel the search at any time.
Equal Opportunity Statement
As an affirmative action/equal opportunity institution, the College encourages diversity and provides equal opportunity in education, employment, all of its programs, and the use of its facilities. The College does not discriminate in educational or employment opportunities or practices on the basis of race, sex, color, religion, gender, national origin, veteran's status, age, disability unrelated to an individual's ability to perform adequately, sexual orientation, or any other characteristic protected by law. Title IX Coordinator Contact Information: 1401 E. Court St., Prahl College Center (PCC- 2030G), Flint, MI 48503, **************. Title II, ADA, Coordinator Contact Information: 1401 E. Court St., Curtice-Mott Complex (CM-1024), Flint, MI 48503, **************. Section 504 Coordinator Contact Information: 1401 E. Court St., Prahl College Center (PCC- 1130), Flint, MI 48503, **************.
Loan Processor
Loan servicing specialist job in East Lansing, MI
We are seeking an experienced Loan Processor who has a passion for customer service! Do you have the passion to provide expert guidance to our members? Do you want to create an outstanding experience? Do you enjoy working in a team environment? We are excited for you to apply to our Loan Processor position in East Lansing, MI location supporting our Agribusiness Lending group. This position is an integral part of our team that actively engages with our customers to provide exceptional service meeting or exceeding their expectations personally or through team members. This position provides effective, efficient support of sales, credit, and financial products primarily through loan document preparation and servicing. In this position, you will supply administrative support to all members of the GreenStone team.
GreenStone employees are driven by a desire to help rural communities! GreenStone employees exhibit the same work ethic, values and commitment to each other as the customers we serve.
Get to know GreenStone
Our $14 billion portfolio of customers, ranging from rural homeowners to global agriculture and food businesses, provides our employees with a unique opportunity to maintain a local presence while working for a top workplace. Our diverse business structure provides exciting opportunities for passionate, talented professionals in many areas. Additionally, many of our team members are highly respected in their area of expertise at both the state and national level making GreenStone one of the top Farm Credit associations in the country.
Culture
Core Four values steer everything we do at GreenStone. Customer First, Delivery Quality, Get involved, Do the right thing. Employees work as a team to create a company fueled by the desire to best serve each other and our customers every day. Greenstone culture promotes innovative thinking, professional development, health and wellness, and a relaxed work environment with flexible schedules.
What can we offer you?
GreenStone trusts the people we hire. We empower employees to make the best decisions for the customer and the company.
GreenStone has an outstanding Total Rewards package, which includes, but is not limited to:
* 15 vacation days, 12 sick days, and 12 paid holidays per year
* 401(k) plan - up to a 9% employer contribution/match
* Medical, Dental, Vision, STD, LTD, Life/AD&D benefits, etc.
* $150/year Logo Wear allowance
* $400/year Wellness Subsidy/Reimbursement & wellness programs
* $6,000 lifetime maximum Student Debt repayment program
* Yearly bonus/incentive opportunity available to all benefit eligible employees
Responsibilities…
* Provide excellent internal and external customer service.
* Process loans and loan servicing by gathering relevant information, reviewing provided documents, and coordinating with internal and external resources to accurately prepare documentation.
* Collect, coordinate, upload, and index documentation necessary to assist with loan process utilizing prescribed system.
* Facilitate loan closings for customers including serving as a notary.
* File, maintenance, and track uniform commercial codes.
* Obtain and track property insurance.
This position requires...
* High School diploma, Associate's degree preferred.
* 3 + years customer service or office experience required.
* 3+ years loan processing or title insurance experience required.
* Must demonstrate the ability to utilize computer technology and multiple software applications.
* Knowledge of varied loan policies, procedures, and practices is desired.
* Experience in cash handling, receipting and disbursing funds, and cash balancing is desired.
* Experience with mortgage and/or title work preferred.
* Commercial Loan experience preferred.
GreenStone Farm Credit Services is an equal opportunity employer. It is our policy to provide equal employment opportunity to all persons regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, age, disability, veteran status, genetic information, or any other characteristic protected by law. We comply with all federal, state and local equal employment opportunity regulations. We conduct all personnel decisions and processes relating to our employees and job applicants in an environment free of discrimination and harassment.
Mortgage Loan Operations Specialist I
Loan servicing specialist job in Alma, MI
Join Mercantile Bank as a Full Time Mortgage Loan Operations Specialist I in Alma, MI, and take your career to the next level! This onsite role offers an unparalleled opportunity to thrive in a dynamic, customer-focused environment where innovation and excellence are valued. Collaborate with a passionate team of problem-solvers dedicated to delivering high-quality mortgage solutions that make a meaningful difference in the lives of our customers. Experience the thrill of working in a fast-paced, energetic atmosphere that encourages forward-thinking and inclusivity.
Core Responsibilities:
* Process and Maintain Loan Records: Onboard consumer loans into the core banking system accurately, perform loan account maintenance, and address non-posted transactions using mortgage software and Microsoft Excel.
* Analyze Reports and Reconcile Ledgers: Review system reports, research and resolve discrepancies, and ensure accuracy by reconciling departmental general ledgers.
* Provide Customer Support and Communication: Handle internal and external inquiries by phone, offering clear and timely assistance on loan-related matters while fostering effective communication.
Why Mercantile?
Mercantile Bank was founded by entrepreneurs who believed building strong relationships and communities is accomplished through collaboration and innovation. It's more than being a financial institution, it's being a trusted ally and community partner. As Michigan's largest community bank, our roots are deeply embedded in the diverse communities we serve. Our commitment to our customers and community is at the core of all we do.
As an employee of Mercantile Bank, you will receive competitive compensation, bonus opportunities, and best-in-class benefit options. With a minimum of 3 weeks' vacation, sick time, 11 paid holidays, generous 401k match of 5%, company paid life insurance, tuition reimbursement, IVF and adoption assistance, zero-interest loans for fitness equipment and business attire, discounted bank services, employee stock purchase plan, 529 savings plans, health savings accounts, flexible spending accounts, legal protection, exceptional training and development opportunities, and encouragement to connect with community through volunteer opportunities.
A Look into Your Day
As a Mortgage Loan Operations Specialist I at Mercantile Bank, you will play a crucial role in ensuring the seamless onboarding of consumer loans into our core banking system. This position involves processing loan account maintenance and addressing non-posted transactions with precision and diligence. You'll analyze and review reports for any anomalies while employing your research skills to resolve adjustments efficiently.
Your day-to-day activities will include working with both mortgage software systems and Microsoft Excel to book retail loans through integration and manual data input. Additionally, you will maintain accurate loan records, verify maintenance tasks, and reconcile the department's general ledgers. With frequent phone interactions, you will assist internal and external customers, answering loan-related inquiries and facilitating effective communication in a high-energy environment.
This multifaceted role is ideal for someone who thrives on collaboration, problem-solving, and a commitment to excellence.
What We're Looking For
To excel as a Mortgage Loan Operations Specialist I at Mercantile Bank, strong analytical and problem-solving skills are essential. A background in banking operations or a related role, with 1-3 years of experience, will provide a solid foundation for success in this position. Familiarity with accounting principles, combined with a proficient knowledge of Microsoft Office, particularly Excel, is critical for managing loan data and reports. Preferred candidates will have experience in bank loan operations, including loan loading and maintenance, as well as an understanding of lending regulations and mortgage loan documentation. The ability to communicate effectively and collaborate within a fast-paced team environment is vital, enabling you to address customer inquiries and provide solutions with accuracy and professionalism. Your attention to detail will ensure that all tasks are completed efficiently and in compliance with regulatory standards.
Requirements:
* 1-3 years job related experience in the following areas: banking operations or a similar role
* Accounting background
* Proficient knowledge of computer programs such as Microsoft Office.
* Lending regulations and mortgage loan documentation
BCBA - $10,000 Student Loan Repayment Option Available!
Loan servicing specialist job in Howell, MI
State of Location:
Michigan As an outpatient clinician within our Applied Behavioral Analysis program (ABA), you will help children and their families learn new skills and techniques using the therapy that is most effective for autism. Our goal is to work on what's most important to the child and their support system by creating an individualized pediatric treatment program tailored to their needs. Whether it's working on communication, social skills, aggression, non-compliance, self-help skills, play, academics, or fine and gross motor skills, we always address the specific concerns for each patient. Parents and caregivers are encouraged to attend sessions so they can carry skills and home exercises into their child's daily life. Ivy's rewarding work environment allows multi-disciplinary collaboration and mentorship while maintaining autonomy and growth that is specific to each of our clinician's passions and expertise.
Join Ivy Rehab's dedicated team where you're not just an employee, but a valued teammate! Together, we provide world-class care in physical therapy, occupational therapy, speech therapy, and applied behavior analysis (ABA) services. Our culture promotes authenticity, inclusion, growth, community, and a passion for exceptional care for every patient.
Job Description:
Pediatric Board-Certified Behavior Analyst - Howell, MI
Ivy ABA, part of the Ivy Rehab Network
$10,000 Student Loan Repayment Option Available!
Job Highlights:
Base salary commensurate with experience
Role eligible for performance bi weekly bonus
Lead a team of behavior technicians in a clinic-based setting with predictable schedules
Provide ABA services within an interdisciplinary care model comprised of behavior technicians, speech-language pathologists, occupational therapists, and physical therapists
Potential to become a founder of your very own Ivy ABA clinic as an equity partner!
Responsibilities:
Carry a caseload of 8-12 patients, partnering with your Clinic Director and Ivy ABA leadership to drive great outcomes for our young learners.
Conduct assessments and design individualized treatment plans
Coach and guide behavior technicians in implementing each patient's individual treatment plan
Coach and empower parents and caregivers to learn ABA-based principles and interventions to drive meaningful behavior change outside of session
Coordinate care as part of an interdisciplinary care team for patients who receive speech and language therapy, occupational therapy, and/or physical therapy from Ivy Rehab For Kids providers.
Qualifications:
Active BCBA certification or sitting for the BCBA exam within one month
Previous experience creating individualized treatment plans including both skill acquisition and behavior reduction treatment goals
Previous experience supervising technicians to implement individualized treatment plans
Why Choose Ivy?
Best Employer: A prestigious honor to be recognized by Modern Healthcare, signifying excellence in our industry and providing an outstanding workplace culture.
Innovative Resources & Mentorship: Access to abundant resources, robust mentorship, and career advice for unparalleled success.
Exceeding Expectations: Deliver best-in-class care and witness exceptional patient outcomes.
Incentives Galore: Eligibility for full benefits package beginning within your first month of employment. Generous PTO (Paid Time Off) plans, paid holidays, and annual CEU (Continuing education) incentives. Tax free student loan repayment options and/or sign-on bonus opportunities.
Empowering Values: Live by values that prioritize teamwork, growth, and serving others.
How Ivy Invests in You:
Clinical Team Support: Mentorship and peer-to-peer learning opportunities.
CEU Learning Opportunities: Access live CEU courses provided by the organization plus $1000 stipend for external CEUs
Leadership Development: Courses to develop strong leadership skills.
External Educational Partners: Collaborate with industry-leading institutes.
Open Your Own Clinic: Explore equity partnership opportunities.
Ivy_Paul
We are an equal opportunity employer, committed to diversity and inclusion in all aspects of the recruiting and employment process. Actual salaries depend on a variety of factors, including experience, specialty, education, and organizational need. Any listed salary range or contractual rate does not include bonuses/incentive, differential pay, or other forms of compensation or benefits.
ivyrehab.com
Auto-ApplyLoan Servicing Specialist
Loan servicing specialist job in Fenton, MI
Non-Exempt - Grade Level 4 Equal Employment Opportunity Corporate Values & Mission "Provide superior service, quality advice and show our utmost respect to everyone we meet." Handles various loan servicing processes and functions, including escrow administration, insurance tracking, lien continuations and releases, account reconciliation, and reporting. Handles the more complex customer service issues related to loans.
Reports To: Loan Servicing Team Lead
Essential Duties and Responsibilities
* Oversees the process of maintaining and balancing loan servicing DDA's and GLs, providing administrative assistance to Accounting with transaction research when requested.
* Oversees the management of the escrow portfolio, including; monitoring reports for escrow error resolution (ex. large negative escrow balances, escrow accounts with no addenda's, escrow accounts with no annual analysis, etc.), monitoring system generated Excess Escrow Refund Checks, monitoring system generated annual escrow analysis reports, maintaining active Tax Log, and maintenance of Vendor portfolios.
* Oversees the escrow disbursement process for all loans, including force place, property taxes, hazard/flood insurance, PMI, and miscellaneous other escrow items.
* Oversees all maintenance of escrow accounts, including escrow account recalculations, initiation or cancellation of escrow accounts post close, and escrow counseling with borrowers when necessary. Processes escrow disbursements for all loans, including property taxes, hazard/flood insurance, PMI, and miscellaneous other escrow items.
* Oversees all PMI maintenance, including cancellations. Reviews loans for cancellation eligibility and counsels' borrowers on options. Orders appraisals for cancellation recommendations and processes approved cancellations with MI companies, removes PMI from loans.
* Oversees the insurance cancellation tracking process, including force placing coverage as needed.
* Oversees the lien release process, including removing paid off loans from Tax Service database, removing paid off loans with escrow from Tax Log, filing UCC terminations, preparing vehicle lien releases, preparing and filing mortgage and assignment of leases and rents discharges, issuing payoff refunds.
* Prepares and publishes various reports on a regular basis.
* Research and resolve complex system processing issues and errors.
* Answer requests and inquiries that are received via phone or email from internal and external customers, or third-party vendors and companies.
* Processes all loan type post close maintenance, including payment error resolution, auto debit setup and changes, change of address forms, payoff letters, payoff transaction processing, ACH payment requests, system code update requests, and name changes.
* Works with third party vendors to identify efficiencies in servicing processes.
* Additional responsibilities as assigned.
* Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer.
* Be familiar with and comply with all federal and state banking regulations as applicable.
Competencies
In addition to the Corporate Core Competencies, individuals in this position are expected to exhibit the following:
Written and Oral Communication - Effective written and oral communication skills required, with the ability to interface with Internal and external stakeholders and community partners. Has group presentation skills.
Quality - Demonstrates accuracy and thoroughness; monitors own work and the work of others to ensure quality.
Quantity - Meets productivity standards; completes work in a timely manner; strives to increase productivity; works quickly.
Technical Skills - Assesses own strengths and weaknesses; pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others.
Dependability - Follows instructions; responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; completes tasks on time or notifies appropriate person with an alternate plan.
Adaptability - Adapts to changes in work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays or unexpected events.
Initiative - Undertakes self-development activities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed.
Requirements
Qualifications
To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required.
Experience and/or Education
* High School Diploma or GED
* Minimum of two (2) years' retail banking experience
Physical Demands and Work Environment
Ability to work in an office environment which may include many hours of computer and telephone usage. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodations.
By signing below, I acknowledge and understand the expectations and requirements of my role and agree to meet these duties to the best of my ability.
Consumer Direct Loan Specialist - Columbus, OH, Flint or Detroit, MI
Loan servicing specialist job in Flint, MI
As a Consumer Direct Loan Originator, you're more than just a financial resource for our existing customers; you're their partner in creating a brighter future. Huntington has an extremely loyal customer base, a reputable standing in the community and far-reaching brand awareness. You'll be working in a fast-paced and exciting professional corporate environment selling Consumer Lending and Financial products while providing sound financial advice based on a full understanding of the needs of our customers. In addition, you'll work cooperatively with other channels throughout the organization as you sell or refer the full spectrum of banking products and services Huntington has to offer. We are looking for candidates with the natural ability to self-monitor, stay on task, execute and follow a structured regimen with little supervision. We encourage employee performance and reward outstanding talent with lucrative incentives. Those interested must be confident yet humble, driven yet teachable and have the ability to build good client and team relationships.
Duties & Responsibilities:
+ Focuses on consumer lending and broadening existing customer relationships through phone sales and referrals of all Huntington products and services.
+ Places outbound calls through a variety of lead sources; discovers needs of customer; explains the features and benefits of financial products and services; recommends financial solutions to customer; originates Huntington products and services.
+ Uncover additional needs and make sales referrals to various channels of the bank.
+ Averages 60+ contact attempts daily through our leads management system.
+ Demonstrates high energy, initiative and driven to meet department and production goals.
+ Maintains up to date knowledge of products, services, technology and regulations.
+ Interacts closely with Retail and/or product partners to meet customer needs.
+ Understands sales tracking/pipeline management.
+ Inputs accurate and thorough loan applications.
+ Partners on the strategic vision of the department.
+ Performs other duties as assigned.
NOTE: This position is considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. Registration and additional qualifications required.
Basic Qualifications:
+ High School Diploma required
+ Minimum 2 years Financial Sales Experience required
Preferred Qualifications:
+ Retail banking sales or consumer loan origination experience highly preferred
+ Related financial product experience beneficial
+ College or evidence of advanced education considered a plus
+ Outbound phone sales experience preferred
+ Must possess excellent oral and written communication skills
+ Must have a disciplined approach to time management
+ Ability to work autonomously, yet as a team when needed and be a fit for the culture
+ Ability to interact with all levels of the organization
+ Receptive to coaching and adjusting behaviors as needed
#LI-NA1
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Mortgage Loan Servicer
Loan servicing specialist job in East Lansing, MI
Responsible for providing administrative support for all mortgage loan closing activities and clerical support for all mortgage loan processing activities which include first mortgages and home equity loan products. Schedules closing appointments with title companies, and assists members with questions. Performs final preparation and audit of all documents needed for closing. Provides support to mortgage operations personnel and distributes loan files to related departments within the Credit Union. Reviews closed files and forwards documents to shipping and funding personnel. Obtains and verifies necessary information and prepares documents for underwriting submission and closing review. Arranges flood zone certification as required. Communicates loan status to all involved parties including buyer, seller, realtor, and title company representatives. Obtains proof of insurance as required on mortgage loans. Assists or refers members as necessary. ESSENTIAL FUNCTIONS AND BASIC DUTIES 1. Assumes responsibility for providing effective administrative support for mortgage loan closings including first mortgages and home equity mortgages. a. Responsible for all escrow related duties including escrow analysis, escrow set-up, and escrow payments for insurance, taxes, and PMI. b. Prepares and reviews annual escrow analysis. Ensures any ongoing escrow accounts are tracked and reported to Allied. c. Obtains appropriate documentation and signs off closing conditions. d. Orders appraisals, credit reports, and title reports. Logs dollar amounts received and verifies employment, salary, assets, and liabilities. e. Resolves loan application problems. Assists applicants with addressing credit report problems, payoffs, verification of mortgage and meeting documentation requirements. f. Reviews information for completeness and accuracy. Clarifies missing or questionable information. Follows up with outside sources of outstanding documents. Ensures that all necessary items are available for underwriting. Tracks development of information to ensure compliance with underwriting guidelines. Resolves conditions of underwriting. Submits loans for final approval. g. Prepares files for closing. Obtains records for homeowner's insurance and flood certification. h. Completes monthly PMI Reporting. i. Completes appraisal review checklists for all appraisals. j. Completes monthly tax tracking through Capital Tax as well as monitors and updates paid off loans for removal from tax tracking. k. Completes monthly HMDA reporting for CASE Credit Union. l. Reviews all paid off mortgages for discharge monthly and completes in accordance to discharge policy and procedures. m. Acts as liaison for all mortgage loan sale related initiatives including the sale, servicing and audit requests. n. Monitors all delinquent tax reports and notifications and works with member to ensure any delinquent tax is paid before foreclosure proceedings. Notifies Management of all delinquent tax accounts. 2. Assumes responsibility for establishing and maintaining effective and professional business relationships with members. a. Addresses members' requests and questions promptly and courteously. b. Informs members of Credit Union loan policies and closing procedures. c. Researches and retrieves information from closed loans. d. Maintains the Credit Union's professional reputation. QUALIFICATIONS EDUCATION/CERTIFICATION: High school graduate or equivalent. REQUIRED KNOWLEDGE: General knowledge of mortgage loan services and procedures. EXPERIENCE REQUIRED: Previous experience with a full-service financial institution helpful. SKILLS/ABILITIES: Good organizational skills and attentive to detail. Good communication abilities. Cooperative and works well with others. Able to use computer related applications and basic business equipment. Good math skills. Able to work effectively under time constraints.
Mortgage Closer
Loan servicing specialist job in Lansing, MI
About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
SolomonEdwards is looking for a Mortgage Closer for one of its mortgage clients to play a vital role in the final stages of the mortgage lending process. You will ensure a smooth and efficient closing experience for all parties involved.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Review and analyze loan data, ensuring accuracy and completeness.
- Prepare and assemble closing documents, including the final closing disclosure and settlement statements.
- Communicate effectively with borrowers, loan officers, processors, title companies, and other parties involved in the transaction.
- Coordinate closing logistics, scheduling signings, and ensuring all necessary documentation is accurate.
- Ensure compliance with all federal, state, and investor loan closing regulations.
- Maintain accurate closing schedules and deadlines.
Qualifications:
- Associate's degree or equivalent work experience.
- Financial Services and, if possible, mortgage industry experience preferred.
- General understanding of applicable Federal, State, and Local Regulations.
Skills and Job-Specific Competencies:
- Proficiency in Microsoft Office.
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise.
Job Ref: 141863
### Place of Work
On-site
### Requisition ID
141863
### Application Email
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Easy ApplyIntake & Records Processor
Loan servicing specialist job in Flint, MI
The primary purpose of this position is to facilitate the day-to-day enrollment process for various Workforce Development Programs. This position is responsible for recruitment, screening, program eligibility, data entry in various database systems, and file maintenance for Workforce Development participants. Supervisory Responsibility : The person in this position does not have direct supervisory responsibilities but may serve as a formal work group leader for assigned staff, and participants. Scope/Primary Duties The Intake & Records Processor position is in the division of Workforce & Economic Development ( WED ), but specifically reports to the Administrator, and serves as a primary contact in the Enrollment area of Workforce Development. As such, this position facilitates the enrollment process for all program offerings at Workforce Development by collecting and analyzing the required documentation. Provides technical assistance to the Administrators and staff as it pertains to participant enrollment, participation, and retention. This position will provide technical support, which facilitates the effective and efficient operation of program activities and works closely with all staff to aid in the seamless transition of participants through eligible levels of service. Facilitates enrollment process and delivers enrollment presentations in a variety of formats (group, one-on-one) and locations (off-site), using various technology tools. Operates as a part of the call center team to receive and redirect calls, as well as answer questions about programs and services available through WED . Assists with assisting students, staff, and community members as a member of the front desk operations team. Dimension Given the variety of program offerings at WED , this position functions as part of the team most of the time and is expected to exercise good judgment on issues, questions and problems that arise. The incumbent must be able to manage working in a fast-paced environment during the enrollment process, paying attention to details, input data timely and accurately, as well as maintain files. This position is part of a team that must be able to work together, and with other areas to ensure that the WED and the college fulfills its' annual goals.
Minimum Requirements
1. High school graduate or equivalent required. 2. Three (3) years' experience in customer service and in an office setting. 3. Familiarity with computer software (Microsoft Office, Google Suite, Zoom, Email etc.). 4. Excellent interpersonal skills and ability to respond to students, faculty and staff with diplomacy, tact and courtesy
Work Schedule
In addition to regular business hours (8:00 AM to 5:00 PM), the person in this position must be able to be flexible around the needs of the department, which includes evening and/or weekend hours.
Mortgage Loan Operations Specialist I
Loan servicing specialist job in Alma, MI
Job Description
Join Mercantile Bank as a Full Time Mortgage Loan Operations Specialist I in Alma, MI, and take your career to the next level! This onsite role offers an unparalleled opportunity to thrive in a dynamic, customer-focused environment where innovation and excellence are valued. Collaborate with a passionate team of problem-solvers dedicated to delivering high-quality mortgage solutions that make a meaningful difference in the lives of our customers. Experience the thrill of working in a fast-paced, energetic atmosphere that encourages forward-thinking and inclusivity.
Core Responsibilities:
Process and Maintain Loan Records: Onboard consumer loans into the core banking system accurately, perform loan account maintenance, and address non-posted transactions using mortgage software and Microsoft Excel.
Analyze Reports and Reconcile Ledgers: Review system reports, research and resolve discrepancies, and ensure accuracy by reconciling departmental general ledgers.
Provide Customer Support and Communication: Handle internal and external inquiries by phone, offering clear and timely assistance on loan-related matters while fostering effective communication.
Why Mercantile?
Mercantile Bank was founded by entrepreneurs who believed building strong relationships and communities is accomplished through collaboration and innovation. It's more than being a financial institution, it's being a trusted ally and community partner. As Michigan's largest community bank, our roots are deeply embedded in the diverse communities we serve. Our commitment to our customers and community is at the core of all we do.
As an employee of Mercantile Bank, you will receive competitive compensation, bonus opportunities, and best-in-class benefit options. With a minimum of 3 weeks' vacation, sick time, 11 paid holidays, generous 401k match of 5%, company paid life insurance, tuition reimbursement, IVF and adoption assistance, zero-interest loans for fitness equipment and business attire, discounted bank services, employee stock purchase plan, 529 savings plans, health savings accounts, flexible spending accounts, legal protection, exceptional training and development opportunities, and encouragement to connect with community through volunteer opportunities.
A Look into Your Day
As a Mortgage Loan Operations Specialist I at Mercantile Bank, you will play a crucial role in ensuring the seamless onboarding of consumer loans into our core banking system. This position involves processing loan account maintenance and addressing non-posted transactions with precision and diligence. You'll analyze and review reports for any anomalies while employing your research skills to resolve adjustments efficiently.
Your day-to-day activities will include working with both mortgage software systems and Microsoft Excel to book retail loans through integration and manual data input. Additionally, you will maintain accurate loan records, verify maintenance tasks, and reconcile the department's general ledgers. With frequent phone interactions, you will assist internal and external customers, answering loan-related inquiries and facilitating effective communication in a high-energy environment.
This multifaceted role is ideal for someone who thrives on collaboration, problem-solving, and a commitment to excellence.
What We're Looking For
To excel as a Mortgage Loan Operations Specialist I at Mercantile Bank, strong analytical and problem-solving skills are essential. A background in banking operations or a related role, with 1-3 years of experience, will provide a solid foundation for success in this position. Familiarity with accounting principles, combined with a proficient knowledge of Microsoft Office, particularly Excel, is critical for managing loan data and reports. Preferred candidates will have experience in bank loan operations, including loan loading and maintenance, as well as an understanding of lending regulations and mortgage loan documentation. The ability to communicate effectively and collaborate within a fast-paced team environment is vital, enabling you to address customer inquiries and provide solutions with accuracy and professionalism. Your attention to detail will ensure that all tasks are completed efficiently and in compliance with regulatory standards.
Requirements:
1-3 years job related experience in the following areas: banking operations or a similar role
Accounting background
Proficient knowledge of computer programs such as Microsoft Office.
Lending regulations and mortgage loan documentation
Job Posted by ApplicantPro
Senior Loan Documentation Specialist
Loan servicing specialist job in Fenton, MI
Senior Commercial Loan
Documentation Specialist
Non-Exempt - Grade Level 5
Equal Employment Opportunity
Corporate Values & Mission
“Provide superior service and quality advice and show utmost respect to everyone we meet.”
General Summary
Perform a variety of clerical support services, including numerous duties which facilitate and safeguard the lending function.
Reports To: Commercial Loan Operations Manager
Essential Duties and Responsibilities
Perform due diligence on new and renewed loan requests with focus on larger commercial Loans
Prepare commercial loan documents (including SBA, FmHA, participation, construction, letters of credit, swaps, etc.) with focus on larger loans
Prepare loan extensions and amendments
Meet with customers to close various types of loans.
Complete follow-up to loan terms and conditions post-closing - title policies, mortgage recordings, insurances, etc.
Assist customers with payments, inquiries and loan documentation requests
Assist Loan Officers and others in the department as requested.
Assist supervisor in managing loan pipeline, assigning loans and perform pre-closing documentation reviews to ensure accuracy of documents
Assist in projects on LaserPro, JHA, and other technologies use in commercial loan processing.
Training of new employees on commercial loan documentation
Assist in maintaining procedures
Assist in account monitoring and tracking
Additional responsibilities as assigned.
Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer.
Be familiar with and comply with all federal and state banking regulations as applicable.
Qualifications
To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required.
Experience and/or Education
High School Diploma or Equivalent
Minimum five (5) years Commercial Loan Documentation experience
Knowledge of business entity documents including corporations, LLC's, partnerships, etc.
Ability to maintain a minimum of 20 loans files at a time.
Computer knowledge - Windows, Microsoft Office, Word, Excel, loan origination and documentation platforms, and core banking systems, (basic working knowledge)
General accounting knowledge
Proficient typing skills
Ability to handle multiple tasks simultaneously
Ability to meet established deadlines
Expected to conduct relationships in a manner that will enhance the overall marketing effort of the organization
Competencies
In addition to the Corporate Core Competencies, individuals in this position are expected to exhibit the following:
Communication - Communicates clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings.
Analytical - Synthesizes complex and diverse information; collects and researches data; uses intuition and experience to complement data.
Technical Skills - Assesses own strengths and weaknesses; pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others. Has a thorough understanding of underwriting, coverages and rating procedures.
Judgment - Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process. Makes timely decisions
Quality - Demonstrates accuracy and thoroughness; monitors own work to ensure quality.
Quantity - Meets productivity standards; completes work in a timely manner; strives to increase productivity; works quickly.
Adaptability - Adapts to changes in work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays or unexpected events.
Flexibility - able to provide flexibility and adapt to changing schedules.
Initiative - Undertakes self-development activities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed.
Physical Demands and Work Environment
Ability to work in an office environment which may include many hours of computer and telephone usage. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodations.
Construction Loan Processor
Loan servicing specialist job in Fenton, MI
Non-Exempt - Grade Level 5 Equal Employment Opportunity Corporate Values & Mission "Provide superior service, quality advice and show our utmost respect to everyone we meet." Acts as the Draw Expert for various functions related to the Construction Draw process and other construction servicing duties. Handles complex draws, loan modifications and loan conversions.
Reports To: Secondary Market and Construction Team Lead
Essential Duties and Responsibilities
* Meets with builders, borrowers, and title companies on the draw process. Maintains up to date Welcome Packet for new construction files.
* Confers with customer by telephone in attempt to determine matters related to construction draws, insurance claims, construction loan modifications, construction term outs and general loan servicing matters.
* Assists with escalated project conflicts, to include in person meetings with all applicable parties. Works with Department Supervisor to assist in resolution when necessary.
* Initiates contact with customers, builders, and title companies for the purpose of maintaining good relations and error resolution.
* Expert on construction draw process to include draws, monitoring of construction loan files for percentage of completion, and disbursements.
* Identifies loans for conversion of payment schedules to standard P&I payments, processes as necessary.
* Reviews final draw process (ex: refund of excess inspection fees and construction funds, final document checklist), processes as necessary with approval.
* Assists with hazard and flood insurance claim re-construction processes, including draws, inspections, and disbursements.
* Prepares appropriate recalculations for pay-downs and prepare modification recommendations and reviews completed modifications, processes as necessary with approval.
* Processes new builder applications.
* Maintains Approved Builder List, Self-Built and Denied Builder Lists.
* Maintains current knowledge of laws/regulations, policies/procedures which affect job function.
* Assists with implementation and changes in technology to improve efficiency and effectiveness of routine jobs. Maintains current knowledge of laws/regulations, policies/procedures which affect job function.
* Additional responsibilities as assigned.
* Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer.
* Be familiar with and comply with all federal and state banking regulations as applicable
Competencies
In addition to the Corporate Core Competencies, individuals in this position are expected to exhibit the following:
Written and Oral Communication - Effective written and oral communication skills required, with the ability to interface with Internal and external stakeholders and community partners. Has group presentation skills.
Quality - Demonstrates accuracy and thoroughness; monitors own work and the work of others to ensure quality.
Quantity - Meets productivity standards; completes work in a timely manner; strives to increase productivity; works quickly.
Judgment - Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process. Makes timely decisions.
Initiative - Undertakes self-development activities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed.
Requirements
Qualifications
To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required.
Experience and/or Education
High School Diploma or Equivalent
One to two years related experience and/or training; or equivalent combination
Physical Demands and Work Environment
Ability to work in an office environment which may include many hours of computer and telephone usage. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodations.
Business Loan Processor
Loan servicing specialist job in East Lansing, MI
Responsible for providing clerical support for loan and other business services activities. Prepares and files a variety of documents. Processes member business loan requests, and opens new member business accounts. Opens mail and performs miscellaneous clerical functions as needed. Provides high quality and professional service to members, and acts in support of the Commercial Portfolio Service Team ESSENTIAL FUNCTIONS AND BASIC DUTIES
Assumes responsibility for the effective performance of assigned clerical, secretarial, and account processing functions.
Opens business accounts.
Monitors and compiles adequate supplies of business service offerings for branches. Orders checks for businesses. Sends out merchant supplies and mails merchant statements.
Tracks and ensures appropriate business account opening information is received from branches in a timely manner.
Orders checks for businesses, sends out merchant supplies,
Processes invoices and GL reimbursements
Scan, organize and file various forms of documentation
Maintains, organizes, updates and prepares files for internal audit business files.
Prepares appropriate vendor reviews
Processes flood certification, 4506-T requests, business credit report requests,
Sends out adverse actions for loan denials
2. Assumes responsibility for establishing and maintaining effective business relations with members.
Assists with questions and problems courteously and promptly.
Obtains and conveys information as needed.
Maintains the Credit Union's professional reputation.
Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Credit Union personnel and with management.
Attends and participates in meetings as required.
Assists, supports, and replaces Business Services personnel as needed.
Develop and maintain strong working relationsip with all branch staff to assist with any needs
Keeps management informed of area activities and of any significant problems.
Assumes responsibility for related duties as required or assigned.
Completes special projects as assigned.
Ensures that work area is clean, secure, and well maintained.
PERFORMANCE MEASUREMENTS
Business accounts are opened in accordance with established policies and procedures.
Document preparation is accurate, neat, and timely.
Files are accurate and well organized.
Miscellaneous clerical functions are efficiently and effectively completed.
Professional working relations exist with members. Assistance is provided as needed. Questions are answered courteously and promptly.
Good working relations and communications exist with Credit Union personnel and with management. Assistance and support are provided as needed. Management is appropriately informed.
QUALIFICATIONS Education/Certification: High school graduate or equivalent. Required Knowledge: Basic knowledge of business account services and procedures, helpful not required Familiarity with business loan programs and service requirements. Familiarity with general loan documentation helpful. Experience Required: Prior experience helpful, particularly in a financial environment. Skills/Abilities: Accurate and attentive to detail. Project management skills and well organized. Strong typing abilities. Ability to assist, direct and coordinate others. Able to use computer, adding machine, copy machine, and basic business equipment. Maintains high degree of confidentiality. Good interpersonal and public relations skills. Solid analytical, creative, and problem-solving abilities. Able to work well independently. Use of Excel, Word and Adobe acrobat
Mortgage Closing Disclosure Specialist
Loan servicing specialist job in Alma, MI
Join Mercantile Bank as a Mortgage Closing Disclosure Specialist and immerse yourself in a dynamic, fast-paced environment where your passion for mortgages can flourish. Enjoy the excitement of managing critical deadlines while collaborating with a fun, energetic team dedicated to excellence and customer-centric solutions. This role offers flexibility to work a hybrid schedule, once trained, allowing you to have time in the office and at home. This opportunity, located in Grand Rapids or Alma, MI markets, empowers you to grow within the banking industry while contributing to our core values of integrity and innovation.
Core Responsibilities:
* Use your amazing detail-oriented skills to verify mortgage loans are set up appropriately and comply with all policies and regulations.
* Initiate appropriate disclosures while maintaining deadlines.
* Your enthusiastic attitude and personality will contribute to the success of the team and to the satisfaction of our customers.
Why Mercantile Bank?
Mercantile Bank was founded by entrepreneurs who believed building strong relationships and communities is accomplished through collaboration and innovation. It's more than being a financial institution, it's being a trusted ally and community partner. As Michigan's largest community bank, our roots are deeply embedded in the diverse communities we serve. Our commitment to our customers and community is at the core of all we do.
As an employee of Mercantile Bank, you will receive competitive compensation, bonus opportunities, and best-in-class benefit options. With a minimum of 3 weeks' vacation, sick time, 11 paid holidays, generous 401k match of 5%, company paid life insurance, tuition reimbursement, IVF and adoption assistance, zero-interest loans for fitness equipment and business attire, discounted bank services, employee stock purchase plan, 529 savings plans, health savings accounts, flexible spending accounts, legal protection, exceptional training and development opportunities, and encouragement to connect with community through volunteer opportunities.
A Look into Your Day
As a Mortgage Closing Disclosure Specialist at Mercantile Bank, you will play a pivotal role in the residential mortgage process, engaging in a variety of essential tasks such as preparing initial and re-disclosed Loan Estimates and preliminary Closing Disclosures. Your attention to detail ensures compliance with federal and state regulations alongside internal policies, safeguarding the integrity of our operations. You will manage the incoming loan pipeline and the re-disclosure queue in alignment with TRID regulations, verifying complete applications and accurate fees. By collaborating with Mortgage Loan Officers, Processors, Closers, and Underwriters, you will uphold our high service standards while providing timely disclosures to clients.
Your customer-centric approach and commitment to compliance will shine as you build relationships with title companies and settlement agents. This role leverages your skills in a fast-paced environment, making a meaningful impact within Mercantile Bank's vibrant culture and innovative atmosphere.
What We're Looking For
To excel as a Mortgage Closing Disclosure Specialist at Mercantile Bank, candidates should possess a minimum of one year of banking and/or mortgage experience, with a strong preference for those familiar with mortgage regulations, TRID guidelines, and title policies. Successful candidates will demonstrate exceptional time management skills, allowing them to meet critical deadlines in a fast-paced environment.
Strong analytical and problem-solving abilities are essential for navigating complexities in loan processing. Verbal and written communication skills must be top-notch, facilitating effective collaboration with various stakeholders, including Mortgage Loan Officers and title companies. Additionally, a keen sense of organization and attention to detail is crucial in preparing accurate disclosures and ensuring compliance with regulatory requirements.
If you thrive in an environment where there is always something to do and are passionate about delivering excellent customer service, this position offers the perfect opportunity to leverage your skills in a rewarding career.
Requirements:
* A high school diploma or GED
* 1 - 3 years of banking and/or mortgage experience
* Knowledge of mortgage operations and practices, regulations and lending guidelines
Construction Loan Processor
Loan servicing specialist job in Fenton, MI
Non-Exempt - Grade Level 5
Equal Employment Opportunity
Corporate Values & Mission
“Provide superior service, quality advice and show our utmost respect to everyone we meet.”
Acts as the Draw Expert for various functions related to the Construction Draw process and other construction servicing duties. Handles complex draws, loan modifications and loan conversions.
Reports To: Secondary Market and Construction Team Lead
Essential Duties and Responsibilities
Meets with builders, borrowers, and title companies on the draw process. Maintains up to date Welcome Packet for new construction files.
Confers with customer by telephone in attempt to determine matters related to construction draws, insurance claims, construction loan modifications, construction term outs and general loan servicing matters.
Assists with escalated project conflicts, to include in person meetings with all applicable parties. Works with Department Supervisor to assist in resolution when necessary.
Initiates contact with customers, builders, and title companies for the purpose of maintaining good relations and error resolution.
Expert on construction draw process to include draws, monitoring of construction loan files for percentage of completion, and disbursements.
Identifies loans for conversion of payment schedules to standard P&I payments, processes as necessary.
Reviews final draw process (ex: refund of excess inspection fees and construction funds, final document checklist), processes as necessary with approval.
Assists with hazard and flood insurance claim re-construction processes, including draws, inspections, and disbursements.
Prepares appropriate recalculations for pay-downs and prepare modification recommendations and reviews completed modifications, processes as necessary with approval.
Processes new builder applications.
Maintains Approved Builder List, Self-Built and Denied Builder Lists.
Maintains current knowledge of laws/regulations, policies/procedures which affect job function.
Assists with implementation and changes in technology to improve efficiency and effectiveness of routine jobs. Maintains current knowledge of laws/regulations, policies/procedures which affect job function.
Additional responsibilities as assigned.
Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer.
Be familiar with and comply with all federal and state banking regulations as applicable
Competencies
In addition to the Corporate Core Competencies, individuals in this position are expected to exhibit the following:
Written and Oral Communication - Effective written and oral communication skills required, with the ability to interface with Internal and external stakeholders and community partners. Has group presentation skills.
Quality - Demonstrates accuracy and thoroughness; monitors own work and the work of others to ensure quality.
Quantity - Meets productivity standards; completes work in a timely manner; strives to increase productivity; works quickly.
Judgment - Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process. Makes timely decisions.
Initiative - Undertakes self-development activities; takes independent actions and calculated risks; looks for and takes advantage of opportunities; asks for and offers help when needed.
Requirements
Qualifications
To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required.
Experience and/or Education
High School Diploma or Equivalent
One to two years related experience and/or training; or equivalent combination
Physical Demands and Work Environment
Ability to work in an office environment which may include many hours of computer and telephone usage. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position description is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodations.