Loan Operations Processor

Posted: 08/10/2021

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Job Description

Title: Loan Operations Processor – Decatur Branch
Department: Loan Operations
Reports to: Loan Operations Manager

Job summary: Under supervision, and in accordance with existing procedures and systems, provides a variety of functions including, but not limited to; reconcilement of non-post/suspense accounts (DDA & General Ledger), daily items processing of corrections and adjustments. 

Summary of essential job functions:
  • Assist in the management of Account Folio loan documentation and scanning operations, including but not limited to: signed loans and supporting documentation for all consumer loans.
  • Review and verify the accuracy of new and replacement account documents; verifying that loans and supporting documents are received and correct for each new consumer loan.
  • Review and verify changes made to documentation on existing accounts are correct and to assist branches with problems and questions concerning the documentation.
  • Review for the accuracy of data input within the Horizon system including but not limited to: verification of account and customer maintenance forms. 
  • Exception reporting of loan documentation within Account Folio.
  • Performs all job duties in accordance with prescribed policies, procedures and regulatory requirements, including, but not limited to, the Bank Secrecy Act and Anti-Money Laundering.
  • Other job duties as assigned or requested by Management. 
Supervisory Requirements: None

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification and may not be all-inclusive. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. Job descriptions may be modified when deemed appropriate by management. 

Progress Bank is an Equal Opportunity Employer which means Progress Bank provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, genetic information, veteran status, or any other characteristic protected by federal, state or local law. In addition, Progress Bank will provide reasonable accommodations for qualified individuals with disabilities. For more information on equal employment opportunity you may view the following documents.