Loan Operations Funding & Booking Specialist I

Navitas Credit Corp. • Ponte Vedra Beach, FL

1d • Onsite

About The Position

United Community is seeking a highly skilled Retail Credit Funding and Booking Specialist. In this role, you will be responsible for the accurate and complete delivery of consumer lending and small business loan information utilizing the application and document preparation system in accordance with the core systems. With a strong background in loan documentation, funding, or booking, you will ensure regulatory compliance and deliver excellent service to both internal and external customers.

Requirements

• Review detailed consumer and SBG commercial non-real-estate loan documents such as promissory notes, deeds/mortgages, and security agreements for intermediate to complex loan types.
• Review detailed interim loan documents for acquired banks, using the legacy bank’s document preparation system.
• Utilize knowledge of GL accounts for crediting or debiting used when funding loans.
• Apply knowledge of all UCB’s core systems.
• Manage the funding and booking of consumer and SBG loan applications.
• Utilize Blackline/Recon for balancing GL’s.
• Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training.
• Perform other duties as assigned.
• Must be able to pass a criminal background & credit check

Responsibilities

• Review detailed consumer and SBG commercial non-real-estate loan documents such as promissory notes, deeds/mortgages, and security agreements for intermediate to complex loan types.
• Review detailed interim loan documents for acquired banks, using the legacy bank’s document preparation system.
• Utilize knowledge of GL accounts for crediting or debiting used when funding loans.
• Apply knowledge of all UCB’s core systems.
• Manage the funding and booking of consumer and SBG loan applications.
• Utilize Blackline/Recon for balancing GL’s.
• Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees