Loan Booking & Validation Specialist

FirstBank • Lexington, TN

3d • Onsite

About The Position

This position at FirstBank is responsible for booking and boarding closed and funded loans into the bank's core accounting system. This can be done manually or through an automated upload from a loan platform. The role ensures that loans are boarded accurately and within established turnaround times. It also involves performing a review of key fields for loans booked by other specialists to ensure accuracy.

Requirements

• High School diploma or equivalent.
• Two years’ experience in loan operations, loan review or similar jobs.
• Demonstrated excellent verbal and written communication skills.
• Critical thinking, strong attention to detail with ability to multi-task.
• Ability to provide a positive experience for customers, both internal and external, and act in a professional manner.
• Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information.
• Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures.

Nice To Haves

• College degree or coursework in finance or related studies is a plus.

Responsibilities

• Book loans to the core system in a timely and accurate manner, within established turnaround times.
• Interpret LOS generated and attorney prepared loan documents.
• Perform a next day review of key critical fields for loans booked by other loan specialists to ensure accuracy in a timely and accurate manner, within established turnaround times.
• Properly process loan disbursements into the core and initiate payment of fees, etc. as necessary.
• Understand and comply with bank policy, laws, regulations as applicable to your job duties. This includes but is not limited to; complete compliance training and adhere to internal procedures and controls; report any known violations of compliance policy, laws, or regulations and report any suspicious customer and/or account activity.
• Other duties as assigned by management.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED