Loan Funding & Boarding Specialist II

Univest Financial Corporation • Souderton, PA

2d • Hybrid

About The Position

At Univest, we believe great work starts with great people, and we’re looking for a detail-oriented, dependable professional to join us as a Loan Funding & Boarding Specialist II. In this role, you’ll be a key part of the team behind the scenes, helping ensure loans are funded accurately, efficiently, and with the high level of care our customers and teammates count on. If you take pride in precision, enjoy solving problems, and want to be part of a company that values relationships, collaboration, and doing the right thing, we’d love to meet you.

Requirements

• High School Diploma or GED equivalent with minimum of 3 years bank loan operations experience
• Excellent customer service, written/verbal communication, and telephone skills
• Advanced comprehension of mortgage, commercial, consumer loans
• Ability to read and comprehend complex loan contracts
• Ability to perform loan accounting computations, including interest accruals, payment amortizations, billing calculations
• Ability to work independently, organize, prioritize and enter data quickly and accurately to meet deadlines, including end of month activity
• Excellent problem solving and organizational skills
• Advanced PC and word processing skills required to utilize varying proprietary Windows based software applications

Nice To Haves

• Familiarity with Jack Henry, Synergy, Encompass, and Salesforce/nCino preferred

Responsibilities

• Process requests to funding and fee request loans in a timely fashion while ensuring that all policy and regulatory requirements are met.
• Process general ledger entries, complete wire transfers, daily loan settlements and balance accounts as needed with great accuracy.
• Perform all funding processes for Capital Investments group.
• Accountable for interpreting and translating Consumer and Basic Commercial loan documents for entry to the Jack Henry Silverlake operating system with great attention to detail and accuracy.
• Collaborate effectively with lenders and administrative assistants to efficiently resolve discrepancies with funding and fee requests, documentation discrepancies, scanning issues, and other issues that arise.
• Reply to or refer to proper team all lender, customer and financial institution inquiries regarding servicing issues for commercial loans.
• Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct.
• Perform other duties as assigned.

Benefits

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): 15 days annually (prorated your first year)
• Short Term Disability: 12 weeks of sick time with a doctors note after 6 months of service
• Holiday Time Off: 11 paid holidays
• Company paid life insurance
• Other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
• Discounts: on loan products
• Professional development trainings

What This Job Offers

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