Loan Operations & Compliance Analyst

Compunnel, Inc.

South Jordan (UT)

On-site

USD 55,000 - 75,000

Full time

12 days ago

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Job summary

Compunnel Inc. is seeking a qualified professional to support the LAL Telephone Hotline, respond to field inquiries, and document loan-related calls in Utah.

The role requires handling loan status questions, processing information within SLAs, and ensuring accurate communication with clients. Ideal candidates will have 3+ years of experience and a Bachelor's Degree, with strengths in Microsoft Office, client services, AML/KYC, and regulatory reporting.

Qualifications

  • 3+ years of experience required.
  • Bachelor's Degree required.

Responsibilities

  • Support the LAL Telephone Hotline by responding to field inquiries such as loan status, outstanding issues, and documenting the nature of the phone calls
  • Meet Phone Performance Metrics such as Average Phone Handle Times, Quality/Accuracy, Professionalism, and Adherence to Phone Script
  • Review loan application and servicing requests to ensure appropriate information has been provided to conduct a review within Service Level Agreements
  • Communicate all missing information needed to progress the loans in the Pipeline
  • Reconcile and process monetary transactions as needed including the review of daily reports
  • Cross train and be willing to learn new functions outside of your immediate scope in order to flex and provide coverage as needed
  • Train other new team members once you become proficient
  • Accomplish shared goals of the department and the bank
  • Perform other related duties as assigned by management

Skills

Microsoft Office
Client Services
Loan Servicing
Cash Management
AML/KYC
Regulatory Reporting
Business Management
Project Management
Business Analysis
Wealth Management
Mentoring and Coaching
Stakeholder Management
Written and Verbal Communication

Education

Bachelor's Degree

Job description

Compunnel Inc. is seeking a qualified professional to support the LAL Telephone Hotline, respond to field inquiries, and document loan-related calls in Utah.

The role requires handling loan status questions, processing information within SLAs, and ensuring accurate communication with clients. Ideal candidates will have 3+ years of experience and a Bachelor's Degree, with strengths in Microsoft Office, client services, AML/KYC, and regulatory reporting.

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