Sunwest Bank · 16 hours ago
Loan Operations Specialist
Meridian, ID
Full-time
Onsite
New Grad, Entry LevelSunwest Bank is a financial institution seeking a Loan Operations Specialist. The role involves performing servicing and operational tasks related to the loan portfolio while ensuring exceptional customer service for both internal and external clients.
BankingCommercial LendingFinancial ServicesFinTechPayments
Responsibilities
Ensure timely completion of payment processing
Verifies completeness and accuracy of all loan files with necessary documentation and signatures
Process Non-Accrual and charge-off transactions
Review Outside Council Loan Documents
Process loan recoveries
Process incoming demand requests, incoming wires and payoffs, release of collateral
Follow up and tracking of collateral and flood insurance
Maintain collateral files and documentation
Weekly, Monthly and Annual GL Balancing & Reconciliation as needed
Board loans of a complex nature ensuring accuracy of the loan data
Assist in callback duties for loan payments, advances and new loans
Follow up on servicing tickler reports
Provide feedback and assist new hires as needed
Assist with Documentation and Loan Boarding as needed
Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
Demonstrates high level of quality work, attendance and appearance
Adheres to all Company Policies & Procedures and Safety Regulations
Adheres to local, state and federal laws
Understands and complies with all company rules and regulations
Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT Identity Theft, Information Technology and GLBA
Additional duties as assigned as it relates to the position
Qualification
Required
Ability to provide courteous, knowledgeable and professional customer service both in person and on the telephone
Strong skills operating a personal computer including Microsoft Word, Microsoft Excel, Microsoft Outlook and navigating the internet
Ability to perform accurate data input into a variety of software
Knowledge of loan processing practices, methods and procedures
Knowledge of Commercial, Real Estate and Consumer loan files and documents
Company
Sunwest Bank
Built For Entrepreneurs By Entrepreneurs. Banking as a Service, Business Banking, Commercial and Specialty Lending, SelfcareHSA
Founded in 1969
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Raymond Rindone
Chief Financial Officer
Jason Watson
SVP Utah Regional President - South
Recent News
2025-12-04
2025-10-02
2025-09-30
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