Jr Loan On-Boarding Specialist - Sugar Land, La Grange, Victoria presso Prosperity Bank

POSITION PURPOSE

To review, process, fund, or on-board loans, i.e.: consumer non-real estate, consumer mortgage, commercial real estate, commercial & industrial, oil & gas, agriculture, and SBA.  

• Review loan documents for lien perfection.
• On-board promissory note per loan document including tracking for recordings, update documents as needed, process payments as needed, and 
• Reconcile, create tickets or keyboard post all general ledger transactions.
• Email communications as needed to lending staff.

PERFORMANCE MEASUREMENTS

• Loans are reviewed and approved in accordance with applicable legal, regulatory, and loan policy requirements and with established policies and procedures. 
• Professional business relations exist with Bank personnel.  Assistance is provided as needed.  
• Required documentation is complete and accurate.
• Maintains service level agreements.
• Management is appropriately informed of area activities.  Reports are complete and timely.

QUALIFICATIONS

EDUCATION/CERTIFICATION:  
High School graduate or equivalent; associate or bachelor’s degree is preferred.

REQUIRED KNOWLEDGE:       
Loan Document & Real Estate Documentation

EXPERIENCE REQUIRED:       
Time Management Skills a must; Prior experience in a financial institution helpful

HIRING RANGE GUIDANCE:    
Experience in credit, loan servicing or administration operations covering 3+ years’ experience in loan covenant perfection, borrowing base calculations, DTI and LVT ratio calculations with an emphasis of complex commercial and industrial documentation.