The Role
The Loan Operations Support will assist with origination, collection, and organization of loan documents, process draw requests, verify lien waivers, and maintain loan files, among other tasks.
Summary Generated by Built In
Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, Missouri. Additionally, we have offices in San Francisco, Sunnyvale, and New York City, where our technical, product, design, and legal teams operate.
We are built for a constantly evolving financial landscape, where new ventures and technological advancements emerge daily. Guided by a team of entrepreneurs and technologists with decades of experience navigating intricate banking and payments regulations, Lead blends regulatory and technological expertise to help our fintech partners scale their operations with compliance and creativity.
Simply put, Lead offers the essential attributes that every fintech seeks in a partner bank. First, unparalleled technical expertise from a distinguished team of developers with an extensive understanding of the banking and payments systems. Second, oversight expertise, automated compliance systems, and bespoke program management to navigate the ever-shifting regulatory landscape. Finally, a commitment to transparency and operational rigor to ensure everyone’s money does what it’s supposed to do.
As a Community Bank, we provide personalized banking services and solutions to support the businesses, individuals, and charitable organizations of the Kansas City Metropolitan Area, both in branch and online. We are committed to fostering strong relationships, supporting local economic growth, and we believe in the power of being an integral part of the community we serve.
Role Description:
The Loan Operations Support will be responsible for assisting the Loan Operations Department staff with the origination, collection, storage and organization of loan documents. Position will also be responsible for the processing of draw requests, verify lien waivers and completing necessary checklists to ensure loan files are complete, among other duties.
In this role you will:
- Process Self Bankruptcies, Disputes, Goodwill Requests
- Scan loan files into Director
- Assemble loan documents into loan file
- Pull loan files and send to appropriate location
- Adverse Action requests
- Assist with both internal and external audits and exams
- Assist lending staff with maintaining loan files
- Request and update expired ticklers weekly
- Appraisal management - orders, tracking, billing
- Insurance - tracking, force place
- Process loan payments
- Participation loan payments and maintenance
- Daily loan general ledger balancing
- Perform specific loan maintenance as directed for special projects
- Order construction inspections from a third party inspector
- Import construction inspection sheets into Director and maintain collateral fields monthly
- Perform all other duties as assigned
Qualifications:
- A minimum of 1 year experience as a lending assistant, loan servicer or loan support
- Knowledge and experience of commercial and consumer lending and banking regulations, policies and procedures
- Proficiency with Document Management software and document management practices
- Competency with Loan Origination Systems that manage customer documentation and customer information files
- A passion for fintech and the evolution of the new frontiers of technology and business
- Strong attention to detail and product management skills
- Client obsessed mentality
- Strong organizational skills with experience in managing multiple time-sensitive projects simultaneously
- Excellent written and oral communication
- Self starter, engaged, proactive and ready to roll up your sleeves
What we offer:
- At Lead, we design our benefits to support company culture and principles, to foster an efficient and inspiring work environment, and to create the conditions for our team to give their best in both work and life
- Competitive compensation, including opportunities for equity grants and cash bonus, based on experience, geographic location, and role
- Medical, Dental, Vision, Life, 401k Matching, and other wellness benefits, including FSA, HSA and HRA
- Paid parental leave
- Flexible vacation policy, including PTO and paid holidays
- A fun and challenging team environment in a dynamic industry with ample opportunities for career growth
*Lead Bank is proud to have an inclusive culture committed to ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
*Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Top Skills
Document Management Software
Loan Origination Systems
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The Company
What We Do
Lead Bank is where expertise, experience and technology unite the people behind inspired businesses. We take pride in working side by side with companies to grow bottom lines that become cornerstones of the community.
We’ve always been a bank that leads the way, not follows the herd. In 2010, we rolled out our new name along with a new suite of next generation banking resources. From the robust online banking capabilities to our remote deposit technology, these digital solutions let you bank however you want, wherever you want. While our bank has roots in Cass county, we offer full-service banking and outstanding customer service for the entire Kansas City metropolitan area.
Our relationships with our clients remain at the heart of what we do. We get to know you and your business so we can tailor financial solutions to help you achieve your goals.
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