What are the responsibilities and job description for the Loan Booking Specialist - Ridgeland, MS position at BankPlus?
General Position Scope:
The Loan Booking Specialist is responsible for accurately booking and maintaining all loans to Jack Henry Silverlake, including all new, renewed, or modified consumer, commercial and mortgage center loans. This position is responsible for ensuring all pertinent fields within the core system are loaded accurately and efficiently.
Duties and Responsibilities:
Accurate data input on the Core System – Jack Henry Silverlake on new, renewed, mortgage center, and modified loans to include proper coding, structure, rate structure, billing schedules in accordance with the loan documentation.
Personal knowledge and understanding of standard system generated and/or attorney prepared loan documents.
Ensure high levels of data integrity and compliance.
Ability to translate loan document information to system functionality for booking loans to the Core System.
Utilization of Lender Link interface software and all necessary fields and information to load consumer and commercial loans to the core.
Proficiency in Silverlake to Manually Load Attorney Prepared and Mortgage Center Loans with accuracy.
Set up transfers and sweeps within the Core System.
Manually enter any additional information not included in the Interface system which includes income, credit score, collateral code, lien position, current collateral descriptions, HMDA code, SIC Codes, etc.
Serve as back up for the Document Processing Specialist position.
Work weekly and/or daily reports.
Request additional work from supervisor as time allows.
Attend training seminars and continuing education programs.
Assist with special projects as assigned.
Perform all other duties as assigned.
Maintain a thorough knowledge of Bank products, services, policies, procedures and appropriate regulatory issues as related to daily job functions including but not limited to: Bank Secrecy Act; Privacy Act; Fair Lending Act; Regulation E, etc. Complete required compliance training and adhere to the Bank’s standard of conduct.
Participate in the bank’s High-Performance Rewards Connections program.
Make referrals to Mortgage Center and Wealth Management.
Position Requirements:
Associate degree or minimum of two years’ experience working with loans.
General computer and typing experience with Microsoft Office Suite, to include Excel, Word, and Outlook
Driving, and occasional travel, as needed for business purpose.
Excellent verbal and written communication skills
Work outside of regular business hours, as deemed necessary.
Ability to make difficult decisions and handle multiple tasks.
