EQUAL OPPORTUNITY EMPLOYER/PROTECTED VETERANS/INDIVIDUALS WITH DISABILITIES

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

• Assembles and verifies accuracy of loan documentation, ensuring that loan files contain documents with proper signatures, dates, and other relevant data.
• Ensures that all approved loan terms are included in the loan documents.
• Tracks deposit account opening, arranges for property appraisals, orders flood certificates, prepares beneficial ownership forms, reviews insurance certificates, tracks bank review of appraisals and environmental site assessments, orders cost and plan reviews, etc., and coordinates collection of documents on the closing checklist.
• Verifies booking and coding on all loans for appropriateness to the transaction and prepares the post-closing checklist as needed.
• Checks documents for proper legal descriptions, closing dates and signatures.
• Performs duties requiring knowledge of departmental policies and procedures and financial institution products and services.
• Prioritizes the processing of loans according to customer closing deadlines and completeness of information submitted by the lender and customer.
• Corresponds with customers and attorneys during the closing process.
• Orders additional information from outside sources on an as needed basis.
• Performs regular administrative duties as needed, including loan reporting exception collection, delivery and mailing of packages, notarizing documents, expense reports, loan officer call reports and pipeline updates, providing telephone support, screening visitors and arranging and scheduling meetings and appointments.
• Requests inspection report from third party inspector.
• Reviews the draw summary from borrower and accuracy of supporting documentation such as invoices and change orders.
• Orders necessary documentation from title company to process the draw.
• Funds draw and works with loan servicing to complete the request.
• Corresponds with borrower throughout the draw process.
• Processes correspondence, files and performs other specific duties for management staff.
• Maintains confidentiality of all sensitive Bank information.
• Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank’s mission, CORE Values, and Blue Book culture guide.
• Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees.
• Participates in proactive team efforts to achieve departmental and company goals.
• Understands and agrees to abide by the policies and procedures established at Southside Bank.
• Responsible for complying with audit policies and procedures as they pertain to this position.
• Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank’s Information Security Program.
• Must comply with all applicable laws and regulations