Job Description

At Axiom Bank, we encourage you to aim for the sky and leverage your expertise and passion to excel. We are a growing, dynamic organization – this is an exciting time to get on board!

We believe in the value of promoting a healthy work/life balance and are committed to recognizing the role everyone plays in our ongoing success. We offer the following benefits to our Full Time Employees:

• 12 Paid Holidays
• Generous Paid Time Off
• 4% Match on our 401(k)
• Medical, Dental and Vision Benefits
• 100% Company Paid Life, AD&D Insurance, Short and Long Term Disability

The Loan Operations Specialist III Key Accountabilities include, but are not limited to the following:

Loan Operations Specialist – Level I – This entry level role is responsible for the below referenced duties. Level 1 Specialist will perform duties with the oversight of a manager or more senior Specialist.

• Reviews closing documents and books loans to system
• Funds initial closing
• Participation loan processing - both purchased and sold
• Quotes payoffs and post payments
• Reviews & funds warehouse advances
• Construction Loans – funds draws/quotes payoffs/post payments
• Books Loan Modifications/Loan Renewals to system
• Execute recording/release of applicable documents
• Loan Servicing - process Client requests/research requests
• Balancing loan general ledger clearing accounts and reviews/provides daily/monthly reporting
• Daily Maintenance Reports – reviews and obtains necessary backup documentation

Loan Operations Specialist – Level II – is an experienced Specialist that requires some oversight. In addition to the duties listed above this role will be responsible for the following:

• Third Party Vendor - Verify Balances
• Quarterly QCR Report
• Monitor UCC’s – File continuations as needed
• Submit invoices – Third Party Vendors
• Post Rate Changes on CSI system
• Serves as the primary contact for all matters relating to loan operations in conjunction with the ABL Portfolio Management team.
• Creates and inputs new loans in the system and reconciles the new loan set-up to ensure it adheres to the credit approval memo and loan agreements.
• Processes, posts and reconciles loan advance requests in accordance with credit authority.
• Assist Dallas Accounting & Finance Dept. with GL entries and cash application corrections, as needed.
• EOD/EOM Data Review for ABL Operations ensuring postings and any adjustments/corrections are done prior to closing the records daily/monthly.
• Create/update department procedures as needed.

Loan Operations Specialist – Level III – is an experienced Specialist that requires minimal oversight. This individual is the “go-to” person in the absence of the department manager. In addition to all duties listed above, this role will be responsible for the following:

• In-depth knowledge of loan operations and loan processing requirements
• Train and coach junior specialists
• Review and approve work of junior specialists when necessary

Working Conditions

• This position is performed in a regular office work environment. Must be able to work independently from remote locations and within the office environment. The incumbent will be expected to be able to work Monday through Friday, and work will mainly be performed at the Maitland location and/or hybrid; occasional evening and weekend work may be required. Flexibility with work location and hours may be granted if circumstances permit.

Qualifications Summary

Education

• Associate’s degree in Business or equivalent work experience.

Experience

Loan Operations Specialist - I

1-3 years of related work experience in Loan Operations and Loan Servicing. Familiarity with CSI core system (NuPoint) preferred.

Loan Operations Specialist – II

3-5 years of related work experience in Loan Operations and Loan Servicing. Familiarity with CSI core system (NuPoint) preferred.

Knowledge of Solifi & Factorsoft preferred.

Prior experience with systems linkage (Solfi to core) and systems conversions preferred.

Loan Operations Specialist - III

7 plus years of related work experience in Loan Operations and Loan Servicing. Familiarity with CSI core system (NuPoint) preferred.

Knowledge & Skills:

• Controls over operational risk
• Process improvement experience
• High attention to detail and accuracy
• Strong analytical skills
• Track record of effective collaboration and teamwork
• Ability to adapt with changing guidance
• Strong verbal, written, and interpersonal communication skills.
• Proficient in Microsoft Office applications, including Excel and Word.
• Proven intermediate math and basic accounting skills.

Other Duties - Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

(Reasonable accommodations may be made to enable individuals with disabilities to perform these tasks. If you need an accommodation, please contact us at hr@axiombanking.com)

Axiom Bank does not discriminate in employment opportunities or practices on the basis of any protected status. It is the policy of Axiom Bank to conduct background, credit reference and drug screening tests as a condition of employment. Drug Free Workplace. EOE/AA/Minority, Female, Disabled, Veteran

Axiom Bank is not seeking assistance or accepting unsolicited resumes from search firms for employment or contractor opportunities. Any resumes submitted without a valid contract will be considered the sole property of Axiom Bank and no fee will be paid.