Loans Operation Specialist

PeopleFirst Bank; Joliet (IL); On-site; USD 50,000 - 65,000; Full time

Job summary

PeopleFirst Bank is seeking a Loan Operations Specialist for full-time, in-person work in Joliet, IL. You will handle loan processing and servicing for commercial and retail loans, following bank and regulatory guidelines, and provide top-tier customer service.

The role involves preparing documentation, reviewing legal papers, and booking loans using core systems. Strong accuracy, communication, and multitasking are essential.

Qualifications

• High School Diploma or GED required.
• Five years’ experience in loan operations and customer service preferred.
• Must pass a background and credit check.

Responsibilities

• Prepare loan documentation for commercial and consumer loans using LaserPro.
• Review legal documentation and book renewals and new loans in the core system.
• Process loan requests and order due diligence ( credit, flood, UCC, OFAC, good standing).
• Review daily file maintenance and loan bookings on core systems.
• Process loan payments, advances and payoffs in Fiserv Navigator.
• Handle customer inquiries by phone and in person while ensuring policy compliance.

Skills

Banking regulations

Verbal and written communication

Multitask & prioritization

Independent work

Team collaboration

Process improvement

Education

High School Diploma or GED

Tools

LaserPro

Fiserv Navigator

Microsoft Excel

Microsoft Word

Job description

Education: High School Diploma and General Equivalency Diploma

Experience Desired: A preferred minimum of five years’ experience in loan operations and customer service.

Requirement: Must pass a background and credit check.

Employment Status: Full time in person; Monday – Friday; 8:15am – 5:00pm

Summary Objective of the Job

The Loan Operations Specialist will be responsible for performing a variety of duties related to loan processing and servicing of commercial and retail loans. They will work closely internally and with external customers to provide a high level of customer service that follow Bank and regulatory guidelines.

Prepare loan documentation for commercial and consumer loans using LaserPro software.

Review legal documentation.

Book renewal and new loans using Fiserv system.

Process loan requests and order all due diligence (credit, flood, ucc, ofac, goodstanding, etc)

Order appraisal bids and process engagement letter.

Review daily file maintenance.

Review new loan booking on the core system.

Prepare release deeds for paid off real estate loans and mail paid/cancelled loan documents to appropriate party.

Process loan payments, loan advances and loan payoffs using the Fiserv system.

Daily follow-up on delinquent insurance policies.

Scan loan documentations and miscellaneous paperwork.

Prepare and file Adverse Action notices as directed by Loan Officers.

Maintain commercial, consumer and Home Equity loan files and ensure file completion.

Handle customer inquiries and requests by phone and in person.

Comply with all Company policies and procedures.

Perform various other duties as assigned.

Knowledge/Skills/Abilities

• Knowledge of bank and lending regulations.
• Good verbal and written communication skills.
• Ability to multi-task, prioritize and work efficiently.
• Proficient with LaserPro, Fiserv Navigator, Microsoft Excel and Word.
• Ability to work independently.
• Ability to work with all levels of staff.