Intern - Loan Operations

GENERAL DESCRIPTION OF POSITION

The Intern Loan Operations learns and experiences the back office functions of the Loan Operations and Loan Servicing departments. This position reports to the Director of Loan Operations. The Intern Loan Operations works alongside the Loan Operations and Loan Servicing management assisting in providing daily direction. The intern will be responsible for a variety of duties including data analysis processing data scrubs reporting as well as other duties as needed.

The Internship is Monday Friday and hours to be discussed during the interview.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Learn to extract process analyze and deliver report data for directed outcomes

2. Shadow and work with the loan operations staff to support Loan Operations/Servicing Management in researching loan problems and/or issues.

3. Shadow and assist the Quality Control team with daily weekly etc. reporting duties.

4. Attend meetings and working sessions in order to gain perspective on back office operations and banking in general.

5. The ability to work in a constant state of alertness and in a safe manner.

6. Completes required BSA/AML training and other compliance training as assigned.

7. The ability to work in a constant state of alertness and in a safe manner.

8. Perform any other related duties as required or assigned.

QUALIFICATIONS

To perform this job successfully an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge skill and/or ability required.

EDUCATION AND EXPERIENCE

Knowledge of a specialized field (however acquired) such as basic accounting computer etc. Equivalent of four years in high school plus night trade extension or correspondence school specialized training equal to two years of college.

GENERAL EXPERIENCE

0 6 months related experience and/or training.

MANAGEMENT EXPERIENCE

Not Required

COMMUNICATION SKILLS

Ability to read a limited number of words and recognize similarities and differences between words and between series of numbers; Ability to write and speak simple sentences as a means for basic communication.

Ability to read and understand simple instructions short correspondence notes letters and memos; Ability to write simple correspondence.

Ability to read and understand documents such as policy manuals safety rules operating and maintenance instructions and procedure manuals; Ability to write routine reports and correspondence.

MATHEMATICAL SKILLS

Ability to calculate figures and amounts such as discounts interest commissions proportions percentages area circumference and volume. Ability to apply concepts such as fractions ratios and proportions to practical situations.

CRITICAL THINKING SKILLS

Ability to use common sense understanding in order to carry out detailed written or oral instructions. Ability to deal with problems involving a few known variables in situations of a routine nature.

REQUIRED CERTIFICATES LICENSES REGISTRATIONS

Not indicated.

PREFERRED CERTIFICATES LICENSES REGISTRATIONS

Not indicated.

SOFTWARE SKILLS REQUIRED

Accounting Basic

Alphanumeric Data Entry Basic

Presentation/PowerPoint Basic

Spreadsheet Basic

Word Processing/Typing Basic

PHYSICAL ACTIVITIES

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.

Physical Activities Task Frequency

Stand Frequently

Walk Frequently

Sit Regularly

Use hands to finger handle or feel Regularly

Reach with hands and arms Occasionally

Stoop kneel crouch or crawl Occasionally

Talk or hear Regularly

Weight Lifted Task Frequency

Up to 25 pounds Occasionally

VISION REQUIRMENTS

Close vision (use of a computer equipment or any other work duties that require clear vision within two feet or less).

PHYSICAL DEMAND

Level 3: Semirepetitive low physical. Semirepetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.

WORK ENVIRONMENT

Environmental Conditions

Noise Level

Moderate (business office with computers/printers light traffic etc.

WORKING CONDITIONS

Periodically exposed to such elements as noise intermittent standing walking pushing carrying or lifting; but none are present to the extent of being disagreeable.

ADDITIONAL INFORMATION

Must be pursuing a degree in Finance Accounting or related business degree with a 3.0 GPA or higher
Must have strong analytical decisionmaking and problem solving skills
Must be able to balance multiple tasks and projects simultaneously within a limited time frame
Must be detail oriented and have strong organizational communication and customer relation skills
Must have a basic understanding of accounting and finance
Must be proficient in Microsoft Office software
Must have proficient verbal and written communication skills

Required Experience:

Intern