Loan Operations Specialist II

American Momentum Bank Sarasota, FL

Loan Operations Specialist II

SUMMARY: Responsible for the efficient and accurate processing of all loan bookings, loan account maintenance, loan review for exceptions, daily loan transactions and loan payoff requests and loan payoffs. Create and maintain positive relationships with both internal and external clients.


Book commercial loans (new, renew, extended, modified), process line of credit transactions and perform file maintenance on loan accounts

Back-up to book consumer loans

Review E-Oscar disputes and process responses

Process and clear weekly expiring items report

Update procedures as necessary

Provide quality client service by delivering prompt and accurate information.

Maintain a current working knowledge of all Bank policies and procedures, laws and regulations applicable to position

Communicates with clients and lenders regarding loan accounts.

Perform other tasks for Loan Operations Manager


High School diploma or equivalent

Minimum of 5 years of experience in all areas of loan servicing

Possesses thorough knowledge of loan servicing for all types of loans

Ability to work with minimal supervision

Excellent client interactions kills

Strong knowledge of Microsoft Office products, i.e. Excel and Word

Proficient with 10-key and keyboarding skills

Knowledgeable with financial institution operating policies and procedures and banking

regulations, state and federal