Loan Systems & Operations Specialist — Workflow Automation
Union Bank
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Job summary
Union Bank is seeking a Loan Systems & Operations Specialist to support Loan Operations by maintaining expertise in loan processes, systems, and workflows. You will work on administration, configuration, and enhancements of Loan Vantage and related platforms, while coordinating projects and providing end-user training.
The role requires strong knowledge of loan lifecycle management, documentation, and cross-functional collaboration with IT and compliance.
Qualifications
- Minimum of three (3) years of experience in loan processing, loan operations, loan documentation, loan servicing, or a closely related banking function.
- Demonstrated understanding of loan documentation and banking operational processes.
- Familiarity with Loan Vantage or similar loan origination/workflow systems preferred.
Responsibilities
- Deliver exceptional customer service through professional, responsive interactions.
- Understand the loan process from application through booking, servicing, documentation tracking, and payoff.
- Assist with administration, configuration, maintenance, and enhancement of Loan Vantage and related systems.
- Collaborate with leadership to identify process improvements and workflow automation.
- Develop and implement loan workflows, forms, and system enhancements.
- Provide training and ongoing support to lenders, loan assistants, and processors.
Skills
Education
Tools
Job description
Union Bank is seeking a Loan Systems & Operations Specialist to support Loan Operations by maintaining expertise in loan processes, systems, and workflows. You will work on administration, configuration, and enhancements of Loan Vantage and related platforms, while coordinating projects and providing end-user training.
The role requires strong knowledge of loan lifecycle management, documentation, and cross-functional collaboration with IT and compliance.
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