At Axiom Bank, we encourage you to aim for the sky and leverage your expertise and passion to excel. We are a growing, dynamic organization – this is an exciting time to get on board!
We believe in the value of promoting a healthy work/life balance and are committed to recognizing the role everyone plays in our ongoing success. We offer the following benefits to our Full Time Employees:
- 12 Paid Holidays
- Generous Paid Time Off
- 4% Match on our 401(k)
- Medical, Dental and Vision Benefits
- 100% Company Paid Life, AD&D Insurance, Short and Long Term Disability
Key Responsibilities and Accountabilities
The Loan Operations Team Lead’s Key Accountabilities include, but are not limited to the following:
- Serve as the “go to” person in the absence of the department manager.
- Engage and motivate team members to achieve and maintain high level of performance and service standards.
- Assist Loan Ops Supervisor in hosting monthly department meetings with Loan Ops team.
- Provide feedback to Loan Ops Supervisor for conducting 1-1’s.
- Assist in determining training needs of LOS Team and help coordinate efforts.
- Serves as a backup for other team members during absence planned our unplanned.
- Identify opportunities for process improvements and assist in implementing improvement initiatives.
- Assist Loan Ops Supervisor in strategic planning and support of all new loan product initiatives.
Loan Operations Specialist Responsibilities
- Reviews closing documents and books loans to system (both core and ABL, if applicable)
- Funds initial closing.
- Participation loan processing – both purchased and sold.
- Quotes payoffs and post payments.
- Reviews & funds warehouse advances.
- Construction Loans – funds draws/quotes payoffs/post payments.
- Books Loan Modifications/Loan Renewals to system.
- Execute recording/release of applicable documents.
- Loan Servicing - process Client requests/research requests.
- Balancing loan general ledger clearing accounts and reviews/provides daily/monthly reporting.
- Daily Maintenance Reports – reviews and obtains necessary backup documentation.
- Third Party Vendor - Verify Balances.
- Quarterly QCR Report.
- Monitor UCC’s – File continuations as needed.
- Submit invoices – Third Party Vendors.
- Post Rate Changes on CSI system.
- In-depth knowledge of loan operations and loan processing requirements.
- Train and coach junior specialists.
- Review and approve work of junior specialists when necessary.
Working Conditions
- This position is performed in a regular office work environment. Must be able to work independently from remote locations and within the office environment. The incumbent will be expected to be able to work Monday through Friday, and work will mainly be performed at the Maitland location; occasional evening and weekend work may be required.
Qualifications Summary
Education
- Associate’s degree in Business or equivalent work experience.
Experience
7 plus years of related work experience in Loan Operations and Loan Servicing. Familiarity with CSI core system (NuPoint) preferred.
Syndicated loan service experience preferred.
Knowledge & Skills:
- High attention to detail and accuracy
- Strong analytical skills
- Track record of effective collaboration and teamwork
- Strong customer service skills
- Ability to adapt with changing guidance
- Strong verbal, written, and interpersonal communication skills.
- Proficient in Microsoft Office applications, including Excel and Word.
- Proven intermediate math and basic accounting skills.
Other Duties - Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
(Reasonable accommodations may be made to enable individuals with disabilities to perform these tasks. If you need an accommodation, please contact us at hr@axiombanking.com)
Axiom Bank does not discriminate in employment opportunities or practices on the basis of any protected status. It is the policy of Axiom Bank to conduct background, credit reference and drug screening tests as a condition of employment. Drug Free Workplace. EOE/AA/Minority, Female, Disabled, Veteran
Axiom Bank is not seeking assistance or accepting unsolicited resumes from search firms for employment or contractor opportunities. Any resumes submitted without a valid contract will be considered the sole property of Axiom Bank and no fee will be paid.