Commercial Loan Boarding Specialist

Nextier Bank•Butler Township, PA

About The Position

Performs funding and boarding of commercial loans onto the Bank’s core system, including participations, syndications, and Swap loans. The role also handles collateral security perfection and loan modifications, ensuring work is completed accurately, on time, and professionally to support prompt service to internal and external customers. The position works closely with commercial documentation and a range of internal teams and third-party providers to verify closing documents, enter accurate loan information, disburse proceeds, secure collateral, complete reviews, and maintain loan records. It also supports customer relations, confidentiality, security procedures, and departmental and company goals.

Requirements

High school diploma or equivalent.
3–5 years of lending and/or banking experience.
Knowledge of customer and personal service principles and processes, including assessing customer needs, meeting service quality standards, and evaluating customer satisfaction.
Knowledge of English language structure, content, spelling, composition, and grammar.
Knowledge of business principles and ability to meet strict deadlines and performance targets while maintaining accuracy and attention to detail.
Excellent oral and written interpersonal communication skills.
Personal computer skills and ability to use company applications, including email, intranet, word processing, and Excel.
Knowledge of laws and regulations governing banking, particularly lending.
Maintain knowledge of Bank Secrecy Act regulations and other applicable regulatory, security, and Bank policies and procedures.
Maintain knowledge of Flood Disaster Protection Act regulations and other applicable regulatory, security, and Bank policies and procedures.
Maintain knowledge of Home Mortgage Disclosure Act regulations and other applicable regulatory, security, and Bank policies and procedures.
Knowledge of the Bank core system, including formatting new and existing loan products to improve the interface between the LaserPro loan operation system and the Bank’s core system.
Ability to sit, talk, and hear frequently and lift up to 20 pounds occasionally.

Nice To Haves

Pennsylvania Notary Public Commission.

Responsibilities

Fund and board commercial loans, including participations, syndications, and Swap loans, onto the Bank’s core system.
Disburse loan proceeds by wire, check, and/or deposit.
Board originated commercial loans into the core system and ensure AFT requests, reminders, pending changes, rates, maximum credit, and codes are accurate and uploaded successfully.
Work with commercial documentation to ensure loan-file information entered into the Bank’s core system is complete and accurate.
Verify closing documentation is received from attorneys or settlement agents, properly signed, and consistent with credit approval conditions and structure.
Perfect and secure loan collateral, including filing mortgages, assignments, and UCCs and placing holds on deposit accounts.
Perform secondary reviews on new loans.
Maintain commercial loan modifications, Amended & Restated Promissory Notes, and Change In Terms Agreements, including secondary reviews.
Complete applicable loan checklists for document and exception tracking; scan and organize loan-file documents.
Coordinate with relationship managers, lenders, loan documentation, deposit support, accounting, other internal personnel, and third-party providers on funding and boarding tasks.
Maintain prescribed security measures and controls to protect the Bank against criminal or fraudulent operations and unnecessary risk or exposure.
Promote the Bank’s business by maintaining good customer relations and referring customers to appropriate staff for new services as needed.
Attend seminars and meetings as appropriate.
Maintain confidentiality in accordance with the Code of Ethics and adhere to established security procedures.
Participate in proactive team efforts to achieve departmental and company goals.
Perform additional duties as assigned.