Commercial Loan Operations Specialist

Axiom Bank; Florida; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Paid holidays

Generous PTO

401(k) match

Medical, Dental & Vision Benefits

Life/AD&D Insurance

Job summary

Axiom Bank in Maitland, FL, is seeking a Loan Operations Specialist to support loan processing, servicing, and documentation. The role is full-time with a hybrid schedule, primarily at the Maitland location and occasional evenings or weekends may be required.

Qualifications include an Associate’s degree in Business and 3+ years in loan operations. Strong attention to detail, analytical skills, and proficiency in Microsoft Office are essential. Familiarity with CSI NuPoint is preferred.

Qualifications

• Three+ years of related work experience in Loan Operations and Loan Servicing.
• Familiarity with CSI core system (NuPoint) preferred.

Responsibilities

• Reviews closing documents and books loans to system.
• Funds initial closing.
• Participation loan processing – both purchased and sold.
• Quotes payoffs and post payments.
• Reviews & funds warehouse advances.
• Books Loan Modifications/Loan Renewals to system.
• Execute recording/release of applicable documents.
• Loan Servicing - process Client requests/research requests.
• Balancing loan general ledger clearing accounts and reviews/provides daily/monthly reporting.
• Daily Maintenance Reports – reviews and obtains necessary backup documentation.
• Third Party Vendor - Verify Balances.
• Quarterly QCR Report.
• Monitor UCC’s – File continuations as needed.
• Submit invoices – Third Party Vendors.
• Post Rate Changes on CSI system.
• In-depth knowledge of loan operations and loan processing requirements.
• Train and coach junior specialists.
• Review and approve work of junior specialists when necessary.

Skills

Attention to detail

Analytical skills

Teamwork

Microsoft Office proficiency

Math and basic accounting

CSI NuPoint familiarity

Education

Associate’s degree in Business

Tools

NuPoint CSI core system

Job description

At Axiom Bank, we encourage you to aim for the sky and leverage your expertise and passion to excel. We are a growing, dynamic organization – this is an exciting time to get on board!

We believe in the value of promoting a healthy work/life balance and are committed to recognizing the role everyone plays in our ongoing success. We offer the following benefits to our Full Time Employees:

• 12 Paid Holidays
• Generous Paid Time Off
• 4% Match on our 401(k)
• Medical, Dental and Vision Benefits
• 100% Company Paid Life, AD&D Insurance, Short and Long Term Disability

The Loan Operations Specialist's Key Accountabilities include, but are not limited to the following:

• Reviews closing documents and books loans to system
• Funds initial closing.
• Participation loan processing – both purchased and sold.
• Quotes payoffs and post payments.
• Reviews & funds warehouse advances.
• Books Loan Modifications/Loan Renewals to system.
• Execute recording/release of applicable documents.
• Loan Servicing - process Client requests/research requests.
• Balancing loan general ledger clearing accounts and reviews/provides daily/monthly reporting.
• Daily Maintenance Reports – reviews and obtains necessary backup documentation.
• Third Party Vendor - Verify Balances.
• Quarterly QCR Report.
• Monitor UCC’s – File continuations as needed.
• Submit invoices – Third Party Vendors.
• Post Rate Changes on CSI system.
• In-depth knowledge of loan operations and loan processing requirements.
• Train and coach junior specialists.
• Review and approve work of junior specialists when necessary.

Working Conditions

• The incumbent will be expected to be able to work Monday through Friday, and work will mainly be performed at the Maitland location with the ability to work hybrid; occasional evening and weekend work may be required.

Qualifications Summary

Education

• Associate’s degree in Business or equivalent work experience.

Experience

Threeplus years of related work experience in Loan Operations and Loan Servicing. Familiarity with CSI core system (NuPoint) preferred.

Knowledge & Skills:

• High attention to detail and accuracy
• Strong analytical skills
• Track record of effective collaboration and teamwork
• Ability to adapt with changing guidance
• Strong verbal, written, and interpersonal communication skills.
• Proficient in Microsoft Office applications, including Excel and Word.
• Proven intermediate math and basic accounting skills.

Other Duties - Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

(Reasonable accommodations may be made to enable individuals with disabilities to perform these tasks. If you need an accommodation, please contact us at [e-mail] )

Axiom Bank does not discriminate in employment opportunities or practices on the basis of any protected status. It is the policy of Axiom Bank to conduct background, credit reference and drug screening tests as a condition of employment. Drug Free Workplace. EOE/AA/Minority, Female, Disabled, Veteran

Axiom Bank is not seeking assistance or accepting unsolicited resumes from search firms for employment or contractor opportunities. Any resumes submitted without a valid contract will be considered the sole property of Axiom Bank and no fee will be paid.