New

Loan Operations Generalist II

BankTalent HQ
Commesurate with Experience
United States, Massachusetts, Whitinsville
Aug 03, 2025
Position Overview: We have a Unique Opportunity to join our dynamic Loan Operations department. We're looking for someone with exceptional customer service skills, who thrives in a fast-paced, collaborative team environment and who is excited to be part of a mission driven community bank. If being in a role that will expose you to various lending products, expand your experience with the loan booking process, payoffs, disbursements, and a whole variety of other tasks excites you - then we want to hear from you! Position Overview: The Generalist role will assist all Loan Operations Teams from day to day. This position is responsible to learn various processes that will vary from Team to Team. This includes booking/reviewing loans, distribution of paid loan packages, quote payoffs, process payments, review rate changes and other assigned duties. Primary Accountabilities: Accurately generate any and all required Loan Documents utilizing Laser Pro, Encompass, LoansPQ, or other origination systems as appropriate. Book and review all loan types (Consumer, Specialty, Residential and Small Business) Help process modifications or renewals. Process Payoff requests and payoff's received daily. Assist with Participation payments. Review exception and transaction reports. Help prepare Insurance Tracking reports weekly. Scan or Index documents to our document storage system. Update system when Collateral Documents received. Support with filing UCC Continuations. Assist with gathering documentation for audits. Other duties/task as assigned. Education, Training and Work Experience: High school degree or equivalent required; College degree preferred. Minimum of 5 years of banking and loan servicing required. System knowledge of Encompass, LoansPQ, LaserPro and our Core system COCC/Insight preferred. Excellent verbal and written communication skills Independent and self- motivated with the ability to effectively manage their time. Strong organizational and analytical skills. About UniBank We are UniBank, a team of civic-minded financial professionals and all-around great people working together to enrich people, businesses and municipalities across New England. We don't abide by the doctrine of big, national banks. What we believe is different. What we believe is unique. We believe in our community. And we believe in the people who live here. We believe in committing time and financial support to local nonprofits. We believe in finding innovative solutions for affordable housing, community development and independent business. And yet, we are bankers. We are a mutual bank, owned by its customers, dedicated to local service. We are technology leaders. Since launching our first online payment platform in 2003, we've never stopped delivering the most effective technology to our customers. We are a unique blend of consumer, civic and business banking with more than 150 years of history. We are an exception to the rule. We are unique. Unique to people. Unique to business. Unique to local government. We are UniBank. Bank Different. Bank Unique. This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a veteran or as an individual with a disability. Participant in E-Verify