Commercial Loan Booking & Servicing Specialist

Sunflower Bank, N.A.•Irvine, CA

About The Position

Sunflower Bank, N.A. is hiring a full-time Commercial Loan Booking & Servicing Specialist. This position is responsible for funding, booking, and servicing loans in a high-risk, high-productivity environment. The hourly rate is $30.00–$45.00, depending on knowledge, skills, abilities, experience, and location. The specialist books new, renewed, and modified loans, handles loan disbursements and servicing requests, monitors reports and balances, and maintains procedures and templates. The role also requires accuracy, familiarity with regulatory requirements and current loan policies, and the ability to provide backup within the Loan Operations Area.

Requirements

Three to five years of commercial booking and/or servicing experience.
Exceptional skills posting to and reconciling general ledger accounts.
Ability to research posting issues and find resolutions.
Proficiency with Microsoft Outlook and other Microsoft applications.
Ability to learn new systems and understand additional bank system functionality.
Exceptional attention to detail, time management, and organizational skills.

Nice To Haves

Knowledge of FISERV and nCino systems.

Responsibilities

Complete all assigned tasks in a timely manner.
Book new, renewed, or modified loans in FISERV.
Create Customer Information Files (CIFs) and verify the appropriate information.
Disburse loan proceeds and make the appropriate debit and credit entries to general ledger accounts.
Validate ticklers in nCino, if applicable.
Perform quality reviews of completed work.
Initiate and/or approve wire requests.
Balance at the end of the day.
Monitor the Servicing Inbox/Pathway for servicing and maintenance requests, including posting payments or advances, rate changes, billing or auto-debit setup, Borrowing Base Certificates, payoff requests, research, and other requests as necessary.
Monitor reports to ensure proper loan adjustment or conversion.
Input index changes into FISERV and Laser Pro daily.
Create, update, and maintain procedures and templates/forms for tasks performed in the position.
Maintain accuracy and working knowledge of user needs.
Maintain knowledge of regulatory requirements and current Loan Policies and Procedures.
Provide backup as needed to positions within the Loan Operations Area.