Specialist - Loan Booking (On-Site)
About The Position
Position Function: Book consumer, collateral, dealer, HELOC, small business, commercial and residential mortgage loans. Maintain accounts, reconciling the G/L, etc. Booking complexity increases by Specialist level. Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.
Requirements
- H.S. Diploma or GED equivalency required.
- 1+ years of experience in loan booking/processing experience required.
- 2+ years of experience in loan booking/processing experience required.
- Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated.
- Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications.
- Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions.
- Must be able to read and understand bank-related documents.
- Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job.
Responsibilities
- Book all consumer, collateral, dealer, HELOC, small business, commercial and residential mortgage loans, modifications, renewals and draw request onto the FISERV system. This includes an ability to interpret loan information from various forms, including loan recommendations, consumer loan approval form, and residential mortgage documents.
- Monitors, updates and maintains tickler reports on FISERV.
- Process HELC teaser rates and CD rate changes.
- Enter on-line file maintenance (i.e. grade changes, officer changes, rate changes, memos and ticklers) on FISERV.
- Reconcile various GL accounts used for clearing booking entries.
- Updates and maintains UCC filings. Prepare UCC continuations.
- Re-amortize, send letters and update payment schedules for MCM/BBR rates and SBA loans.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
