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Helm Bank USA · 1 week ago

Loan Administrator

Miami, FL

Full-time

Onsite

Entry, Mid Level

2+ years exp

Helm Bank USA is a leading bank with a global reach, dedicated to providing personalized client services in the financial industry. The Loan Administrator will be responsible for preparing compliance reports, managing broker and appraiser onboarding, and assisting the lending department with events and special projects.

BankingFinanceFinancial ServicesInsuranceLending

Comp. & Benefits

Hiring Manager

Isadora Reyes

Responsibilities

Prepare report for Smart pay daily to upload fees such as appraisal fee, condominium questionnaire fee and translations fee for borrower’s payment

Download and log in receipt of Smart pay fees received daily

Prepare Compliance reports such as Red Flags

Prepare Daily Pipeline report daily – update closing dates in Encompass

Provide Broker package to new brokers

Review of the accuracy of broker documents received for Broker Onboarding

Complete due diligence and submit Broker package for BSA approval

Set up credentials for Broker Onboarding

Annual Review of Brokers

Provide Appraiser package for new appraisers onboarding

Complete due diligence and submit Appraiser package for BSA approval

Send 2 samples of Appraisal reports for review to the Appraisal reviewer

Upon receipt of Appraisal review indicating “Accept as is "onboard Appraiser

Annual review of Appraisers

Submit file to BSA for approval

Lastly, obtain signature on Confidentiality Agreements and Broker Agreement from CLO

Compile documents for Audits

Assist the Lending department with events

Assist with Special projects as assigned

Upon learning the different tasks and projects, continue to assign/train with additional job duties

Qualification

Microsoft OfficeBilingual EnglishBilingual SpanishCompliance ReportingBroker OnboardingRisk ManagementCustomer ServiceProblem-SolvingTime ManagementAdaptabilityTeam Collaboration

Required

Minimum 2 – 3 years of experience

Must be bilingual in English and Spanish. Ability to fluently speak, understand, read and write both languages

Advanced Skills with Microsoft Office

Preferred

College degree is preferred

Benefits

Medical/Rx/Dental/Vision - 100% covered by the Bank for all employees; eligible family members covered by employees at a group’s rate

Short Term & Long Term Disability, as well as Group Term Life insurance of twice the annual salary fully covered by Helm Bank USA; no expense to the employee

Competitive first-level PTO and other time-off policies

Company 401(k) plan with employer match of 100% of up to 5% of eligible compensation

Supplemental optional benefits such Voluntary Life insurance, Hospital Indemnity, Critical Illness, Accident Insurance, and Cancer Insurance

Flexible Spending Accounts

Company-sponsored training and professional development opportunities

Employee Spotlight recognition