PRIMARY PURPOSE OF JOB

Floats between the Loan Processing Department and Loan Operations Department to assist in generating loan documents, imaging loan packages, setting up loans on the CIF computer system and performing loan verifications as needed.

EXPECTATIONS OF ALL SOUTHERN BANK TEAM MEMBERS

• Southern Bank team members are a family, rooted in the communities we serve and working together to be the best in our industry, utilizing innovative ideas and strong products. The Southern Bank Patch illustrates these ideals.
• Ensures the confidentiality of customer non-public personal information and secures information systems to comply with bank regulations.

ESSENTIAL FUNCTIONS AND PERFORMANCE AREAS

• Creates loan documents for all types of loans (consumer and individual commercial) in a timely manner according to bank and regulatory guidelines;
• Checks and insures that all proper authority has been received to create the documents;
• Inputs the new loan information into the CIF on the core system;
• Inputs any file maintenance on CIF;
• Maintains the document tracking for certain loans;
• Assists in imaging loan packages for all Loan Processing staff;
• Assists in loading release fees to core system;
• Would train on processing other types of loans if time allows and once the team member is fully knowledgeable on the two types of loans listed above;
• Assists with loan verifications;
• Assists with miscellaneous other job duties between Loan Processing and Loan Operations.

KNOWLEDGE, SKILLS AND ABILITIES

• Previous experience/job knowledge in loan processing or loan-related functions is preferred but not required.
• Good interpersonal communication and computer skills;
• Highly attentive to detail and able to multi-task in a fast paced environment; and,
• Strong typing skills.

EDUCATION, TRAINING AND EXPERIENCE REQUIREMENTS

• High school diploma or general education degree (GED);

CORE COMPETENCIES

Building Trust Interacting with others in a way that gives them confidence in ones intentions and those of the organization.

Customer Focus Ensuring that the customer perspective is a driving force behind business decisions and activities; crafting and implementing service practices that meet customers and own organizations needs.

Contributing to Team Success - Actively participating as a member of a team to move the team toward the completion of goals.

Adaptability Maintaining effectiveness when experiencing major changes in work responsibilities or environment; adjusting effectively to work within new work structures, processes, requirements, or cultures.

Engagement Readiness Demonstrating a willingness to commit to ones work and to invest ones time, talent, and best efforts in accomplishing organizational goals.

Managing Work (includes Time Management) Effectively managing ones time and resources to ensure that work is completed efficiently.

Quality Orientation Accomplishing tasks by considering all areas involved, no matter how small; showing concern for all aspects of the job; accurately checking processes and tasks; being watchful over a period of time.