The Loan Activation Specialist will gather all loan documentation needed to ensure the loan package has met the established underwriting guidelines. To mitigate risk, the Loan Activation Specialist will communicate with internal staff, brokers, and insurance companies and carefully review all documents received. Additionally, the Loan Activation Specialist will review all documentation obtained to ensure that it corresponds directly with the industry specific software in which the quote was generated. Will protect the company's collateral by reviewing, verifying and processing premium finance agreements for funding, consistent with corporate policy and procedures. Other duties as assigned.
Essential Functions, Duties, and Responsibilities:
* Analyzes incoming loan documentation to ensure satisfaction of company underwriting guidelines.
* Obtains and/or provides any missing information to complete required file documentation
* Meets processing time frames (within 48 hours of receiving signed PFA)
* Works across departmental lines to handle requests from clients and carriers for policy changes and underwriting information.
* Communicates any necessary exceptions/incomplete files to credit department for review.
* Activates loans in FinancePro
* Prepares summary of daily fundings for review by quality control department.
* Maintains open communication with team members and operations managers.
* Attends and participates in all required processing training and meetings.
* Provides a high level of processing support to inexperienced Loan Activation Specialists requiring additional assistance on high volume of complex files.
* Other duties and responsibilities as assigned.
Required Knowledge, Skills and Competencies:
* Excellent communication skills, verbal and written
* Ability to build positive working relationships, interact effectively and proactively with individuals at all levels in the organization.
* Must be a quick learner
* Must have experience working in a fast-paced, deadline-driven environment with the ability to prioritize
* Ability to identify and resolve problems in a timely manner.
* Ability to demonstrate accuracy, thoroughness and quality.
* Strong attention to detail
* Ability to work independently
Industry and Work Experience:
* 2 years of experience in document processing role
* Premium finance and/or commercial P&C experience preferred
* Demonstrated success working in and supporting clients in a fast-paced environment
* Must have demonstrated PC proficiency, including knowledge of Microsoft Excel and Word
Academic:
* High School Diploma/GED
* College degree required.
Benefits Available to Employees:
Ameris Bank provides a comprehensive employee benefit package to all eligible employees.
Banking Advantages for Employees:
In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services.
Disclaimer:
The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position.
All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.
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