Comm Loan Booking Spec II

Dickinson Financial Corp•Kansas City, MO

3d•$25•Onsite

About The Position

Support the Loan Operations department by ensuring accurate processing and maintenance of commercial and business loan accounts, handling related transactions, and providing responsive service to internal and external inquiries.

Requirements

Strong attention to detail and accuracy.
Ability to organize and prioritize work effectively.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office suite, including Excel.
Familiarity with loan origination systems (e.g., nCino, Salesforce, BakerHill).
Ability to learn and embrace RPA (Robotic Process Automation) and AI driven tools to improve workflow efficiency.
High School diploma or equivalent, required.
3-5 years previous banking, lending, or related financial operations.

Responsibilities

Process and maintain commercial and business loan accounts for new, renewed, and modified loans in accordance with established procedures.
Review loan documentation and system entries for accuracy and compliance.
Perform routine account balancing and ensure proper handling of financial transactions.
Post loan-related payments, advances, and adjustments as needed.
Respond to inquiries and requests regarding loan accounts and operational processes.
Monitor and process operational items such as invoices, reports, and other documentation related to loan servicing.
Understand, communicate, and instill the Company’s mission, vision, and values (Pillars of Success).
Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
Working at the worksite during regular business hours and/or assigned hours.
Other specified duties as assigned.