Loan Origin Senior Officer
About this role
- Support manager to manage all activities related to loans, including preparation of loan documentation, closing funding boarding, collateral monitoring, payment posting, life of loan servicing and Customer service.
- Supervise department workflow and loan origination staff.
- Ensure that all current policies and implemented and followed. Review procedures and recommend changes to increase efficiency as well as productivity.
- Provide guidance, motivation, and training to Loan Operation's officers and staff for their career growth and education.
- Act as a liaison between various lending departments to ensure accuracy and completeness of information.
- Process/Review loan documentation, closing, funding, boarding.
- Upload and review final signed loan documents including CCR (or CCM) into Global Wave (GW).
- Collateral Follow up & Review.
- Review Daily Non-Post account/GL balance.
- Troubleshoot and resolve system / processing issues.
- Process/Service/Solve problem/Resolve escalated customer service issues.
- Understand loan accounting system to perform boarding of new, renewals, extensions, restructurings, and other changes and maintain accuracy of loan system.
- Process and approve loan/general ledger tickets using online posting system modules (TMS and/or Block-Infra) for funding and fee related.
- Call back daily New Loan/Renewal/Extension/Modification & Clear Non-Post accounts /GL balance/research outage in general ledgers and loans.
- Fully understand loan structure and process of loan documentation, closing, funding, and boarding.
- Self-process and review loan documentation, closing, funding, and boarding.
- Assign/Approve/review loan documentation, closing and boarding.
- Assist senior officers and loan operations staff as needed.
- Assist Manager with department and bank projects including planning, testing, validating, vendor communications and cross- training, etc
- Assist manager with the creating and monitoring department procedures and manuals covering department’s functional responsibilities.
- Assist manager for cooperation of vendor management.
- Attend trainings, meetings and seminars as assigned for continuing education.
- Provide mentoring, training, and assistance to new and existing team members.
Job Qualifications/Requirements
Education/Credentials
- Level of college education
- Credentials and/or licenses
Skills
- Required: Extensive knowledge in Loan Operations policies and procedures.
- Required: Extensive knowledge of banking, regulations, and State/Federal Regulations.
- Required: Extensive knowledge in Fiserv System
- Required: Experience with loan database software (Navigator) and loan documentation program (Laser Pro)
- Required: Ability to demonstrate a high level of ethical behavior and follow the Code of Conduct.
- Required: Organizational ability with strong supervisory and management skills.
- Preferred: Ability to remain flexible to adapt to changes in the work environment.
- Required: Ability to study and apply new information.
- Preferred: Ability to take initiative and prioritize tasks; good time-management, problem prevention, and problem-solving skills.
- Required: Ability to work accurately with close attention to detail.
- Required: Ability to maintain confidentiality of sensitive information.
- Required: Ability to work with co-workers, customers, punctuality, and accuracy.
- Required: Possess a work ethic that includes neatness, punctuality, and accuracy.
- Required: Exhibit a professional, businesslike appearance and demeanor.
- Required: Excellent written and oral communication skills; ability to communicate effectively and project a professional image when giving and taking information in writing, in person, and over the phone.
- Required: Ability to respond effectively to the most sensitive inquiries or customer complaints.
- Preferred: Ability to make effective and persuasive speeches and presentations on controversial or complex topics to top management, employees, regulators, or board members.
- Required: Ability to interact effectively with all levels of Bank personnel, departments, and customers.
- Preferred: Ability to interact effectively and efficiently with internal and external auditors.
The salary range for this full-time position is $70,000 - $75,000 annually + bonus + benefits
Salary ranges are determined based on qualifications, level, and location.
Exact compensation may vary based on your skills and experience.
Bank of Hope is an equal employment opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, genetic information, national or ethnic origin, disability, marital status, veteran status or any other basis protected by federal, state, or local law.
Company at a glance
Bank of Hope is a regional Korean American bank in the United States with $17.07 billion in total assets as of March 31, 2025. With the addition of Territorial Savings, a division of Bank of Hope, effective April 2, 2025, the Company became the largest regional bank catering to multicultural customers across the continental United States and Hawaii. Headquartered in Los Angeles, the Bank provides a full suite of commercial, corporate and consumer loans, deposit and fee-based products and services, including commercial and commercial real estate lending, SBA lending, residential mortgage and other consumer lending; treasury management services, foreign currency exchange solutions, interest rate derivative products, and international trade financing, among others. The Bank operates 46 full-service branches in California, New York, New Jersey, Washington, Texas, Illinois, New York, New Jersey, Alabama and Georgia under the Bank of Hope banner, and 29 branches in Hawaii under the Territorial Savings banner. The Bank also operates SBA loan production offices, commercial loan production offices, and residential mortgage loan production offices throughout the United States, and a representative office in Seoul, South Korea. Bank of Hope is a California-chartered bank, and its deposits are insured by the FDIC to the extent provided by law. Bank of Hope is an Equal Opportunity Lender. For additional information, please go to www.bankofhope.com for Bank of Hope and www.tsbhawaii.bank for Territorial Savings, a division of Bank of Hope.
Top Benefits
- Bonus
- Health Insurance
Tired of cold applications?
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Know someone who'd be great for this?