Loan Operations Specialist I

Canandaigua National Bank & Trust Co; Town of Canandaigua (NY); On-site; USD 25,000 - 28,000; Full time

Job summary

Canandaigua National Bank & Trust in Canandaigua, NY is seeking a Loan Operations Representative to support onboarding and servicing of loan accounts. You will ensure data accuracy, process transactions, and collaborate with various bank areas to resolve issues across the loan life cycle.

The role requires a minimum of four years in a related position, strong math and Microsoft Office skills, and familiarity with loan servicing regulations (FDPA, FCRA, RESPA).

Qualifications

• A high school diploma or equivalent normally required.
• Minimum of four (4) years' experience in a related position.
• Loan Servicing experience in FISERV DNA preferred.
• Moderate written and verbal communication skills.
• Proficient mathematics skill, including calculating interest accrual on accounts.
• Proficient skills with Microsoft Office Products.

Responsibilities

• Onboard and service loan accounts, ensuring data accuracy throughout the loan life cycle.
• Process a variety of loan transactions and respond to inquiries in a timely manner.
• Maintain records and provide written reports; resolve routine loan life cycle issues.
• Assist with monitoring system-generated exception reports and ongoing loan portfolio maintenance.
• Develop knowledge of loan servicing regulations (FDPA, FCRA, RESPA, HPA) and apply compliance practices.

Skills

Communication skills

Mathematics

Microsoft Office

Education

High school diploma or equivalent

Banking education/training preferred

Tools

FISERV DNA

Job description

Canandaigua National Bank & Trust in Canandaigua, NY is seeking a Loan Operations Representative to support onboarding and servicing of loan accounts. You will ensure data accuracy, process transactions, and collaborate with various bank areas to resolve issues across the loan life cycle.

The role requires a minimum of four years in a related position, strong math and Microsoft Office skills, and familiarity with loan servicing regulations (FDPA, FCRA, RESPA).