Job Details

Job Title: Loan Operation Rep I
Primary Location: Greenville, SC
Secondary Location: Jacksonville FL
Duration: 6 months Assignment (Potential to extension or temp to hire depends on performance)
Shift/Hours: 40hours/week, Mon-Fri, 8:30 AM- 5:00 PM
Work Model: Hybrid, 4 days on site

Summary:

• The Loan Operations Representative I performs various administrative tasks involved in servicing Loans.
• Performs routine administrative tasks exercising some judgment and discretion in the performance of duties usually in support of a single unit or team within Loan Operations Tasks are varied and are usually performed independently within standard policies and procedures.
• May review work of others to ensure accurate processing.
• May perform preliminary research on suspicious items and reports findings to appropriate resource to help prevent fraudulent activities.
• May make entries in general ledger related to paperwork and information processed.
• May approve and review general ledger entries and/or invoices for accuracy and completeness.
• May provide input and assistance to management in developing and maintaining budget as requested.
• May identify, audit, and investigate departmental discrepancies.
• Responds to basic and moderately complex inquiries and issues from Customers and internal units.
• Research information to provide responses and resolution.
• May contact Customers to explain items affecting their accounts.
• Follows up with branches and other units to resolve discrepancies and Customer issues.
• 100% back office Admin clerical work only.

• Performs highly complex or non-routine administrative tasks, exercising significant judgment and discretion in the performance of duties usually in support of a single unit or team within Loan Operations.
• Tasks are performed independently with limited supervision and review.
• Tasks may include research, processing incoming mail, Customer service and contact, and external agency contact.
• Provides information and procedural knowledge for less experienced staff.
• Performs research on suspicious items and reports findings to appropriate resource to help prevent fraudulent activities.
• Makes entries in general ledger related to paperwork and information processed.
• Approves and reviews general ledger entries and/or invoices for accuracy and completeness.
• Provides input and assistance to management in developing and maintaining budget.
• Identifies, audits, investigates, and rectifies departmental discrepancies.
• Reviews work and provide information and procedural knowledge to less experienced staff.
• Provides the primary leadership of a unit or team within Loan Operations including input to performance management, coaching, and guidance to team members.
• Responds to the most complex inquiries and issues from Customers and internal units.
• Research information to provide responses and resolution.
• Contact customers to explain items affecting their accounts.
• Follows up with branches and other units to resolve discrepancies and Customer issues.
• Time is being spent in meetings: 30 min per day.
• Interacting with Internal Stakeholders only.

• 2 years of experience in Loan Processing and policies.
• Experience with Blue Zone/Fidelity and CMOD.
• Proven computer literacy and proficiency in common PC applications- Microsoft 365.
• Education/Experience: High school diploma or GED required.
• Bachelor's degree in business or related field preferred.

• Skills: Basic knowledge in lending and the real estate industry.
• Excellent written and verbal communication.
• Strong attention to detail.
• Ability to handle multiple tasks with frequent interruptions.
• Knowledge of basic accounting processes and procedures.
• Basic computer skills including Microsoft Office.
• Team building skills.
• Interpersonal skills.
• Analytical and strong administrative skills.
• Attention to detail and prioritization skills.
• Research skills.
• Quality Assurance experience.