LOAN OPERATIONS COLLATERAL GENERALIST

POSITION TITLE: LOAN OPERATIONS COLLATERAL GENERALIST

DEPARTMENT: LOAN OPERATIONS

FLEXIBLE WORK PROGRAM ELIGIBILITY CODE: Hybrid Work (HW) & Flextime (FLT)

FUNCTION:

Under the general supervision of the Loan Operations Team Lead and in collaboration with VP Loan Operations, performs a variety of loan servicing duties in connection with Real Estate Loans including discharges. Release all collateral, in compliance with state and federal regulations.

RESPONSIBILITIES:

1. Process payoff including the following: discharges and paid notes. Ensure collateral documents are released in the required timeframe. Utilize Simplifile and ILien to record and release collateral electronically.

1. Follows up on request for missing discharges or UCC including preparing and filing duplicate discharges.

1. Assists in opening sales force cases from department emails and Faxes.

1. Assists with quality control review of Consumer and Residential mortgages ensuring the loans are correct on COCC.

1. Scans documents and index them accordingly in Integra- for Commercial, Consumer and Residential loans.

1. Processes incoming checks for payoffs to General Ledger accounts and opens sales force cases for timely payoff of loans.

1. Assumes additional responsibilities as requested. Overtime will be required during high volume periods in order to keep work up to date.

1. Embraces the Bank's commitment to Solutions by seeking and recognizing opportunities to refer new business to different areas of the Bank, BayCoast Insurance, Plimoth Investment Advisors, BayCoast Mortgage Company, Teamwork Funding, and Priority Funding.

1. Behavior and performance align with the guiding principles and purpose that define the organization's mission (To provide exceptional service and solutions for our community), and core values (Take pride in what I do; Believe that what I do is important; Care about people; Have a positive attitude).

Knowledge/Skills/Experience Requirements:

• Strong business communication skills with an ability to work well in a collaborative environment including other internal departments.
• Strong attention to detail with an ability to multi-task and respond well to pressure and competing deadlines.
• Strong skills in Excel (pivot tables, vlookups, and other formulas).
• Fast learner - able to assimilate new ideas and thrive in a fast-paced environment.

Physical/Work Condition Requirements:

• In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodation for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk, hear, lift to 20 lbs., and may be required to work evenings and/or weekends, attend remote meetings and/or travel.