Loan Booking & Validation Specialist

FirstBankLexington, TN
8d

About The Position

Book/board closed and funded loans to the bank’s core accounting system. The activity may be done manually or via an automated upload from a loan platform. Ensure that the loan is boarded in a timely and accurate manner.

Requirements

  • High School diploma or equivalent. College degree or coursework in finance or related studies is a plus
  • 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
  • Ability to 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
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