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Banking Loan Transition Specialist

Company: Computer Services
Location: Amarillo
Posted on: February 15, 2019

Job Description:

LOAN Transition Specialist Classification: Exempt Job Summary: Loan Transition Specialist is responsible for planning, administration and bank employee training to facilitate CSI's conversion processes. Extensive travel is required (70-80%). Functions:

  • Conduct Operations Analysis meetings with customer banks.
  • Review/Modify Bank Control Record options.
  • Write/Verify Integrated General Ledger for Loan products.
  • Prepare documentation.
  • Keep current on application enhancements and Loan sub-systems.
  • Provide on-site support and application training for Customer banks.
  • Support Tickler application and Transfer System
  • Knowledge of Escrow Accounting.
  • Knowledge of Secondary Market loans.(Freddie/Fannie/FHLB)
  • Knowledge of Participations
  • Background with General Ledger Systems
  • Ability to balance core applications to General Ledger system Knowledge, Skills and Abilities:
    • Good interpersonal skills
    • Ability to work with limited supervision in a team environment
    • Clear and effective verbal and written communication skills
    • Ability to think logically and interpret problems accurately
    • Good time management skills and analytical skills
    • Strong PC and Microsoft Office skills, especially Xcel
    • Excellent Organizational skills Training and Experience:
      • Solid understanding and educational background in regards to Loans, Tickler and Secondary Market systems in a banking institution.
      • A college degree or equivalent work experience in the banking or data processing industry. CSI is proud to be an Equal Opportunity Employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability, veteran status, genetics, or any other legally protected basis.

        Keywords: Computer Services, Amarillo , Banking Loan Transition Specialist, Accounting, Auditing , Amarillo, Texas

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