Job #: 2621
Title: Product Operations Analyst
Your role
Specialist is a member of a team of the SBL Product team. Specialist is responsible for daily tasks and ongoing assignments that support the branch in originating loans from one entity to our Financial Services business unit. These tasks help the branch establish the client’s loan structure and obtain loan approval to suit the client’s needs.
Key responsibilities include:
• Working with the branches to perform document review to ensure proper authorized signers are on the loan agreements
• Performing loan modifications (increases/decreases and adding additional pledged accounts)
• Complete loan doc packages which includes loan payoff letter when applicable
Key functional priorities include:
• Loan payoff’s
• Respond to branch inquiries
• Onboard existing clients
Your experience and skills
You have:
• Financial Services experience
• Have proficiency with Microsoft Office applications, practically Excel and PowerPoint
You are:
• Able to interact with all levels of staff and management
• Excellent organizational skills with attention to detail
• Able to prioritize workload and meet deadlines
• Able to multitask, problem solve proactively and think creatively
• Ability to effectively communicate, work with, and build relationships with both internal and external customers
• Excellent oral and written communication skills
• Computer Skills: Microsoft word, excel, and Outlook
• An excellent communicator and possess solid organizational skills
• Expert problem solver
• Able to interact with all levels of management, multi-task and work well under pressure
• Able to prioritize and adapt to changing deadlines
• Detail oriented and careful about quality of work