Loan Manager (2259)DescriptionRESPONSIBILITIES (INCLUDING NOT LIMITED TO):- Streamline and optimize the home loan application process to improve efficiency and customer experience.
- Supervise the collection, verification, and organization of financial documents, ensuring accuracy and compliance with underwriting requirements.
- Ensure timely compilation and review of documentation, including tax returns, W-2s, salary income, proof of insurance, bank statements, and asset/liability records.
- Manage and oversee the ordering and review of credit reports, appraisals, and title reports, identifying discrepancies and coordinating resolutions.
- Act as the primary liaison between loan originators, customers, underwriters, attorneys, and insurance companies to facilitate smooth loan processing.
- Maintain quality control by reviewing loan files for completeness and accuracy before underwriting submission.
- Establish and enforce workflow priorities to ensure all loans meet closing deadlines and rate lock expirations.
- Provide leadership, guidance, and mentorship to loan officers to enhance productivity and professional growth.
- Ensure adherence to company policies, lending regulations, and industry best practices.
- Additionally, all operations employees are expected to maintain a focus on enhancing customer service skills and continued mortgage knowledge, maintain quality and data integrity on all loan files and you must comply with all policies and procedures outlined in the Oconee State Bank employee handbook.
MINIMUM YEARS OF EXPERIENCE:MINIMUM QUALIFICATIONS:- Strong organization, analytical, and communication skills
- Ability to multitask in a fast-paced environment with tight deadlines
- Strong work ethic with a career-driven mindset
- Exceptional follow-up and problem-solving skills
- Experience with TRID loans and compliance
PREFERRED QUALIFICATIONS:- High attention to detail
- Excellent interpersonal skills
- Exceptional written and verbal communication
- Excellent organization skills
- Lending Pad or Arive Software knowledge
COMPUTER/SOFTWARE EXPERIENCE:- Advanced MS Office skills
REMOTE WORK AVAILABILITY:Remote work is available for those living in the Southeastern Region of the US. This includes Alabama, Florida, Georgia, Kentucky, North Carolina, South Carolina, and Tennessee.
Oconee State Bank is an Equal Opportunity Employer
Notice to Recruiters: We value our recruiting partnerships, but to protect the interest of all parties, Oconee State Bank (OSB) does not accept unsolicited resumes from recruiters. All recruiting is managed through OSB's Human Resources Department and contacting hiring managers directly is not appropriate. If you would like to develop a recruiting relationship, please work directly with Human Resources. All unsolicited resumes submitted through our website or to OSB email accounts shall be deemed property of Oconee State Bank.
QualificationsRESPONSIBILITIES (INCLUDING NOT LIMITED TO):- Streamline and optimize the home loan application process to improve efficiency and customer experience.
- Supervise the collection, verification, and organization of financial documents, ensuring accuracy and compliance with underwriting requirements.
- Ensure timely compilation and review of documentation, including tax returns, W-2s, salary income, proof of insurance, bank statements, and asset/liability records.
- Manage and oversee the ordering and review of credit reports, appraisals, and title reports, identifying discrepancies and coordinating resolutions.
- Act as the primary liaison between loan originators, customers, underwriters, attorneys, and insurance companies to facilitate smooth loan processing.
- Maintain quality control by reviewing loan files for completeness and accuracy before underwriting submission.
- Establish and enforce workflow priorities to ensure all loans meet closing deadlines and rate lock expirations.
- Provide leadership, guidance, and mentorship to loan officers to enhance productivity and professional growth.
- Ensure adherence to company policies, lending regulations, and industry best practices.
- Additionally, all operations employees are expected to maintain a focus on enhancing customer service skills and continued mortgage knowledge, maintain quality and data integrity on all loan files and you must comply with all policies and procedures outlined in the Oconee State Bank employee handbook.
MINIMUM YEARS OF EXPERIENCE:MINIMUM QUALIFICATIONS:- Strong organization, analytical, and communication skills
- Ability to multitask in a fast-paced environment with tight deadlines
- Strong work ethic with a career-driven mindset
- Exceptional follow-up and problem-solving skills
- Experience with TRID loans and compliance
PREFERRED QUALIFICATIONS:- High attention to detail
- Excellent interpersonal skills
- Exceptional written and verbal communication
- Excellent organization skills
- Lending Pad or Arive Software knowledge
COMPUTER/SOFTWARE EXPERIENCE:- Advanced MS Office skills
REMOTE WORK AVAILABILITY:Remote work is available for those living in the Southeastern Region of the US. This includes Alabama, Florida, Georgia, Kentucky, North Carolina, South Carolina, and Tennessee.
Oconee State Bank is an Equal Opportunity Employer
Notice to Recruiters: We value our recruiting partnerships, but to protect the interest of all parties, Oconee State Bank (OSB) does not accept unsolicited resumes from recruiters. All recruiting is managed through OSB's Human Resources Department and contacting hiring managers directly is not appropriate. If you would like to develop a recruiting relationship, please work directly with Human Resources. All unsolicited resumes submitted through our website or to OSB email accounts shall be deemed property of Oconee State Bank.
Equal employment opportunity, including veterans and individuals with disabilities.
PI282001874
