Commercial Loan Booking & Servicing Specialist

Sunflower Bank NA•Irvine, CA

5h•$30 - $45

About The Position

Sunflower Bank, N.A. is seeking a full-time Commercial Loan Booking & Servicing Specialist to handle loan funding, booking, and servicing in a high-risk, high-productivity environment. The role includes booking new, renewed, and modified loans; maintaining customer and loan information; processing disbursements and servicing requests; reconciling accounts; and ensuring work complies with applicable regulatory requirements and bank policies. The specialist also maintains procedures and provides backup support within the Loan Operations Area. The position pays $30.00–$45.00 per hour, depending on knowledge, skills, abilities, experience, and location. The physical demands include extended periods sitting or standing, computer or equipment use, regular walking, occasional bending, stooping, kneeling, or climbing, and lifting or moving items up to 10 pounds. Essential functions may be performed with or without reasonable accommodation.

Requirements

3–5 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.
Knowledge of FISERV and nCino systems.
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.

Responsibilities

Complete all 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 appropriate debit and credit entries to general ledger accounts.
Validate ticklers in nCino, when 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 requests, Borrowing Base Certificates, payoff requests, research, and other requests as necessary.
Monitor reports to ensure proper adjustment or conversion of loans.
Input index changes to 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 support to positions within the Loan Operations Area.