Reports to: ENTERPRISE SUPPORT LOANS DEPARTMENT OFFICER
FLSA Status: Non-Exempt
Position Summary: The Enterprise Support Analyst – Loans position involves the preparation of loan closing documentation, both Consumer and Commercial, as presented by Planters First Bank within the guidelines established by Planters First Bank Loan Policy and Procedures. The Enterprise Support Analyst – Loans will ensure adherence to all regulatory guidelines pertaining to appropriate disclosures. This position will also assist in daily functions of the Enterprise Support Loan operations area, work with team members and customers in account problem resolution, and ensure all duties are completed timely and accurately. Responsibilities of the Enterprise Support Analyst – Loans include, but is not limited to, the below listed duties:
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Main Duties & Responsibilities:
- Preparation and verification of loan closing documentation for both Consumer and Commercial Loans, ensuring adherence to Planters First Bank’s Loan Policy and Procedures as well as all applicable regulatory disclosure requirements.
- Collaborate closely with lenders, administrative assistants, and other team members to resolve account issues, support daily loan operations, and maintain accurate and timely documentation.
- Reviews loan files for proper approvals, verifies collateral documentation, prepares closing packages, and provides exceptional support to the lending staff.
- Ensures that collateral is properly perfected and that the perfections are handled in a timely manner.
- Images and indexing of loan files.
- Balances and clears general ledger items, manages escrow payments and tracks insurance, processes SBA payments and reports, performs file maintenance, and monitors participated loans.
- Stays abreast of changes to Loan Policy and Approval Guidelines as established by Credit Administration.
- Responsible for complying with BSA policies and procedures
- Assist with Loan research and balancing requests
- Complies with all bank and personnel policies and procedures including but not limited to policies and procedures regarding the Bank Secrecy Act.
- Complete periodic training provided and/or required by Planters First Bank including but not limited to BSA training within required time frames assigned
- Other duties as assigned
Job Education & Experience:
- High School diploma or equivalent
- Past processing experience or lending experience preferred, but not required=
Job Competencies:
- Self-driven, self-motivated
- Willingness to work flexible hours
- Willingness to learn and explore other opportunities
- Ability to strategically problem solve
- Ability to self-direct
- Organizational skills
- Accuracy and attention to details
This role requires strong organizational skills, attention to compliance standards, including BSA regulations, and a commitment to staying informed on policy updates. This position plays a critical part in ensuring the integrity and efficiency of loan operations, and the analyst is expected to complete the ongoing training and be mature enough to request training when asked to perform tasks that the analyst may not fully understand how to perform. The role of the analyst will continue to change as the bank’s policies and procedures change as well as when regulations change; therefore, the analyst will be expected to perform other duties as assigned.
AAP/EEO Statement: Planters First Bank is an Equal Opportunity Employer. We encourage qualified minority, female, veteran and disabled candidates to apply and be considered for open positions.