Job Description

Boulo Solutions is partnering with a growing Birmingham, AL based bank looking for a Loan Operations, Processor that will play a vital role in supporting our current & future clients. An ideal candidate would have Commercial due diligence, reviewed attorney prepared documents and have Document prep experience, and more importantly, be able to demonstrate that they live by the company core values.

Responsibilities and Duties:

This role is directly responsible for the pre-closing due diligence, gathering of supporting documentation, and preparing documents for disclosure requirements, new loan requests, or modification of existing loans. Prepares all loan packages for disclosure and closing purposes.

Acts as primary support for all loan-related tasks for the bank’s entire loan portfolio according to regulatory compliance, state law, and bank policy to mitigate risk, perfect liens, and ensure complete and proper documentation is in place.

Directly responsible for the daily administration of all loans and related bank accounts.

Key Roles/Responsibilities:

• Perform Due Diligence and Loan Processing.

• Prepare documents with attention to detail, and additional review prior to sending for closing to ensure minimal mistakes mitigating risk and client impact.

• Follow the loan process to ensure safety & soundness by lien perfection & properly documented transactions.

• Loan Support for the bank; collaborating with Client Advisors on upcoming transactions, timing – managing client expectations.

• Efficiency & streamlining our processes – always looking for ways to improve & reduce duplicated efforts.

• On-going training and sharing with fellow associates to ensure we are up to date on current items and processes.

Responsibility Details:

• For all loan requests: Pre-closing due diligence and gathering of supporting documentation for disclosure requirements, new loan requests, or modification of existing loans. Post-closing disbursement for purchase money transactions.

• Daily routine includes Supporting documentation for all incoming loans, letters of credit, and subordination – order and review; review of attorney-prepared documents prior to closing based on the approval for accuracy and completeness; review of organizational documents to ensure proper legal naming and signer requirements; responsible for ensuring consumer regulatory timing requirements are being met as applicable.

• Supports the lending staff in all loan-related questions and/or issues.

Qualifications and Skills:

• Associate’s degree or three to five years of related experience or training; or equivalent combination of education and experience

• Attention to detail

• Successful experience working in various banking systems such as Horizon, FLO (Fidelity Loan Origination), FCM/ImageCentre, as well as a CRM (Client Relationship Management) system is highly preferred

• Proficiency in Microsoft Office suite is required

About Boulo: Don’t let your job search end here. Boulo is a recruiting platform that goes beyond titles and timelines. We help experienced, knowledgeable professionals stand out to hiring managers by showcasing value through a skills-first approach. If you’re tired of being overlooked on other job boards and seeking a new opportunity, join Boulo here:

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