Loan Analyst
At National Bank of Coxsackie, we pride ourselves on being a reliable hometown bank that focuses on customer service. We are committed to providing you with the same products and services as the larger banks while delivering them with a neighborly touch.
Job Description: Loan Analyst
Reports to: Loan Operations Manager
Supervises: No supervising responsibilities
Job Summary:
This position will be responsible for creating closing memos for both residential and commercial loans, working closely with attorneys to create the closing paperwork and for booking these loans on the system. They will also learn how to book installment loans and home equity product loans, as well as learn the daily functions of the department.
Duties:
- Create closing memos for both residential and commercial loans
- Analyze documents in Mortgage Bot provided by loan officers
- Create supporting documents for the file
- Create and send the closing memo to the bank’s attorney
- Work with the bank’s attorneys to create the closing paperwork
- Collect/create additional paperwork needed prior to closing
- Input figures provided by the attorney into a Closing Disclosure and email to borrower within the federal guidelines
- Create the note, mortgage and all other closing documents needed to be signed at closing and send to bank’s attorney
- Put the loans on the system after they close
- Review the closing documents to ensure they are all signed, reading correctly and nothing is missing from the file
- Input the loan information into Navigator
- Process tickets to fund the loan
- Answer emails and phone calls
- Deal directly with bank attorneys, loan officers, borrowers etc.
Background requirements:
Position requires very good time management and organizational skills, good mathematical skills and personal skills. Computer skills are a must since this position deals with numerous different computer programs. Must maintain appropriate level of professionalism. Financial background is a plus.
Please send resume to nbliss@nbcoxsackie.com