E

35%

Conducts post-closing review of consumer, mortgage, and commercial loans booked to the bank's core system for completeness and accuracy. Identifies and documents corrections that need to be processed. Ensures all documents are received for each loan file.

E 25% Conducts post-closing compliance review of mortgage loans and HELOCs, including HMDA information.

E 15% Assists project teams with mortgage team consolidation efforts.

E 10% Uploads consumer loan packages to SharePoint for imaged loan file.

E 5% CRA reporting.

E 5% Document exception tracking and reporting.

N 5% Performs other job related duties as assigned.

1.

The ability to perform daily functions and responsibilities accurately, efficiently and in a timely manner and according to regulatory guidelines. Ensures accuracy and completeness of documents.

2.

The ability and willingness to cross-train on other functions and responsibilities with the department as required.

3.

The ability to develop and maintain written Standard Operating Procedures pertaining to the daily functions and responsibilities performed in post-closing review.

4.

To comply with the letter and with the spirit of the bank's Code of Business Conduct and Ethics.

5.

To maintain the confidentiality of customer and any other sensitive information.

6.

To be punctual and have regular attendance.

7.

To complete required training and undertake additional training as needed to increase job knowledge and maximize productivity.

8.

To acquire and maintain a working knowledge of regulations and bank procedures; to comply with the provisions of the Bank Secrecy Act and other laws and regulations.

9.

To maintain a professional work environment and businesslike appearance by adhering to dress code.

10.

To develop and maintain a positive and productive working relationship with department/branch staff.