Loan Processing & Documentation
- Prepare and review loan documents using LaserPro and attorney-prepared documents, ensuring all loan stipulations on the Loan Approval and Credit Memorandum are met prior to booking and funding.
- Book loans to the core system, accurately determining proper loan system coding (e.g.., product type, collateral codes, call codes).
- Perform post-closing quality control for Consumer, Commercial, Commercial Real Estate, SBA, and Mortgage loans to ensure accuracy and completeness.
- Maintain a thorough knowledge and understanding of KSB policies, procedures, and guidelines related to loan documentation and legal entities.
Loan Servicing & Maintenance
- Process daily transactions including payment reversals, accrual adjustments, and maintenance transactions.
- Accurately and timely process all advance requests for loans, including those tied to a borrowing base.
- Prepare and process internal and external partial payoff and payoff requests for Mortgage, Commercial, SBA, Commercial Real Estate, and Consumer loan portfolios.
- Accurately calculate and process required accrual adjustments for reversal transactions.
- Process escrow payments and perform escrow analysis as needed for insurance and property tax payments.
- Monitor and process incoming and outgoing participation and SBA guaranty payments.
- Set and clear collateral and financial ticklers, ensuring backup documentation is saved to the imaging system.
- Process incoming mail, including updating ticklers, scanning, and imaging documents.
- Ensure required original documents are recorded in the safekeeping log and securely placed in the vault for both Active.
- Maintain Paid Off loan files.
- Assist with monitoring ongoing construction projects
- Assist SBA Loan Servicing and Reporting.
- Assist with projects within the department as needed and cross-train in other functions to support team flexibility and knowledge
sharing.
- Review and balance loan-related general ledgers (GLs).
- Review daily reports as needed to ensure data integrity and operational efficiency.
- Adhere to operational controls, including legal, corporate, and regulatory procedures, to ensure the safety and security of customer and bank assets.
Customer Service & Communication
- Timely and accurately respond to incoming customer service requests from internal and external customers.
- Provide answers to complex loan customers regarding loan credit agreement terms.
- Communicate effectively with lenders and admins to answer complex questions relating to the Mortgage, Commercial, SBA, Commercial Real Estate, and Consumer Loan Portfolio.
- Ensure all incoming requests are handled in a timely manner and according to bank procedures, including specialized requests from the inbox per service level agreements.
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