Loan Operations Specialist

SUMMARY
The Loan Operations Specialist is responsible for performing all servicing and operational aspects relative to the
loan portfolio. The position will partner with all business within the Bank to offer exceptional customer service to
both internal and external customers.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Ensure timely completion of payment processing
Verifies completeness and accuracy of all loan files with necessary documentation and signatures
Process Non-Accrual and charge-off transactions
Review Outside Council Loan Documents
Process loan recoveries
Process incoming demand requests incoming wires and payoffs release of collateral.
Follow up and tracking of collateral and flood insurance
Maintain collateral files and documentation
Weekly Monthly and Annual GL Balancing & Reconciliation as needed
Board loans of a complex nature ensuring accuracy of the loan data
Assist in callback duties for loan payments advances and new loans
Follow up on servicing tickler reports
Provide feedback and assist new hires as needed
Assist with Documentation and Loan Boarding as needed.
ADDITIONAL RESPONSIBILITIES
Demonstrates high degree of professionalism in communication attitude and teamwork with customers
peers and management
Demonstrates high level of quality work attendance and appearance
Adheres to all Company Policies & Procedures and Safety Regulations.
Adheres to local state and federal laws
Understands and complies with all company rules and regulations
Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and
regulations governing financial institutions as they apply to your position and job responsibilities with an
emphasis on the
BSA/AML/CIP Consumer Privacy Regulation CC Information Security Bank Protection Act FACT Identity Theft Information Technology and GLBA.
Additional duties as assigned as it relates to the position
SUPERVISORY RESPONSIBILITIES
This position does not have supervisory responsibilities
MINIMUM QUALIFICATIONS
Ability to provide courteous knowledgeable and professional customer service both in person and on
the telephone.

Strong skills operating a personal computer including Microsoft Word Microsoft Excel Microsoft
Outlook and navigating the internet.
Ability to perform accurate data input into a variety of software.
Knowledge of loan processing practices methods and procedures.
Knowledge of Commercial Real Estate and Consumer loan files and documents.
COMPETENCIES:
Adaptability
Communication
Decision Making
Initiative
Innovation
Motivator
Organization
Professionalism
Results Orientated
PHYSICAL DEMANDS: In general the following physical demands 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 allow differently-abled individuals to perform the essential functions of the job.
Standing walking and squatting less than fifty percent of the work shift
Required to lift move and carry up to 40 pounds
Ability to read count and write to accurately complete all documentation and reports
Must be able to see hear and speak in order to communicate with employees and other customers
Specific vision abilities include close vision distance vision peripheral vision depth perception and
ability to adjust focus
Manual dexterity required using hands to finger; handle feel and type; reach with hands and arms
(Check the box that applies by double clicking on the box.)
Sedentary: Limited activity no lifting limited walking
Moderate: Mostly standing walking bending frequent lifting
Light: Office work some lifting bending stooping or kneeling walking
Arduous: Heavy lifting bending crawling climbing
WORK ENVIRONMENT: In general the following conditions of the work environment are representative of those
that an employee encounters while performing the essential functions of this job. Reasonable accommodations
may be made to allow differently-abled individuals to perform the essential functions of the job within the
environment.
The work space is clean orderly properly lighted and ventilated with the proper safety compliance
Noise levels are considered moderate

Sunwest Bank Is an Equal Opportunity Employer
Sunwest Bank works with staff members and customers without regard to race ancestry national origin sex
marital status age religion medical condition handicap disability or veteran status and to assist the Bank in
maintaining its Affirmative Action Program.
Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter and it is
intended that Sunwest Bank through the purposeful efforts of its employees and officers are expected to make
every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be
reflected in their performance review as well as in any bonus compensation programs in which they may participate.
Attend and complete all required classroom computer-based web-based and seminar training. It is the individual
responsibility of every employee to maintain a current awareness and understanding of and to fully comply with
Sunwest Banks Code of Ethics and Conduct. Each employee is also expected to maintain an awareness of the
laws regulations internal policies and procedures that are appropriate for his/her position
Note: The preceding job description has been designed to indicate the general nature and level and work performed
by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory
of all duties responsibilities and qualifications required of employees assigned to this job. All job descriptions can
be amended without notice as warranted by business necessity.