What are the responsibilities and job description for the Commercial Loan Booking & Servicing Specialist position at Sunflower Bank NA?
Description
Sunflower Bank is looking for an energetic, highly motivated individual to fill the position of a full-time Commercial Loan Booking & Servicing Specialist in Dallas, TX. The Loan Operations Specialist (LOS) - Loan Booking and Servicing position is responsible for the funding, booking, and servicing of new/renewed/modified commercial, business and/or consumer loans with varying levels of complexity in a high-volume environment.
- Completion of all tasks in a timely manner.
- Book new, renewed, or modified loans to FISERV.
- Create the Customer Information File (CIF) and verify the appropriate information.
- Disburse loan proceeds and make the appropriate debit and credit entries to general ledger account.
- Validate ticklers are in nCino, if applicable.
- Perform quality review of your work.
- Initiate and/or approve wire requests.
- Balance at the end of the day.
- Monitor Servicing Inbox/Pathway for servicing/maintenance requests which include but are not limited to:
- Post payments and/or advances
- Rate changes
- Billing/auto debit setup requests
- Borrowing Base Certificates
- Payoff requests
- Research
- Additional requests as necessary
- Monitor various reports to ensure proper adjustment/conversion of loans
- Input index changes to FISERV and Laser Pro daily.
- Create, update, and maintain procedures and templates/forms for all tasks performed in this position.
- Maintain high level of accuracy and working knowledge of user needs.
- Maintain knowledge of regulatory requirements.
- Maintain knowledge of current Loan Policies and Procedures.
- Provide back-up as needed to positions within the Loan Operations Area.
Education/Experience Preferred:
- Must possess 3-5 years of commercial booking and/or servicing experience.
- Must have exceptional skills posting to and reconciling general ledger accounts.
- Must possess the ability to research posting issues and find resolutions.
- Knowledge of FISERV and nCino systems.
- Proficiency with Microsoft Outlook and all other Microsoft applications.
- Ability to learn new systems and understand additional bank system functionality.
- Must possess exceptional detail, time management and organizational skills.
- Must possess excellent verbal and written communication skills.
- Must be able to work flexible hours to complete daily tasks.
Pay is dependent on knowledge, skills, abilities, experience, and location.
Sunflower Bank Benefits
Employees enjoy outstanding benefits, including:
- 401(k) Plan with 6% Match
- Health/Dental/Vision Insurance
- Company-paid Life Insurance
- Tuition Reimbursement
- Fitness Reimbursement
- Paid Time Off
- Volunteer Leave
- Paid Holidays
- Plus many more employee perks & incentives!
People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives and we know that starts with our team.
If you qualify, apply online at www.sunflowerbank.com/careers.
You’ve never worked anyplace like Sunflower Bank!
EOE/AA: Minorities/Females/Disabled/Vets
Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.
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