Loan Booking Specialist

This is a fully remote position, open to applicants in Alabama, +6 more states.

📋 Description

• Examine and analyze executed essential loan documents that encompass terms and conditions for effective loan management.

• Manage related payments, disbursements, critical dates, and payoff criteria.

• Precisely enter or board new, renewed, and modified Consumer, Commercial, and Mortgage loans and lines of credit into the core servicing system.

• Verify that necessary documents are supplied and comply with bank policies along with federal and state regulations.

• Review and record loans within defined production timelines while striving to meet or exceed departmental goals and SLAs.

• Respond swiftly to inquiries from customers, Lenders/LOAs, and other bank staff members.

• Build and maintain positive working relationships throughout the organization.

• Complete compliance training and adhere to anti-money laundering, regulatory, and operational procedures.

• Assist Loan Operations areas, special projects, and initiatives as required.

• Perform other related tasks as assigned.

⛳️ Requirements

• High School diploma is required.

• Bachelor's degree is preferred.

• A minimum of 2 years of experience in an operations role is necessary.

• Understanding of loan servicing functions, including consumer, commercial, and mortgage loans.

• Familiarity with Federal and State regulatory items.

• Experience with Fiserv systems software is preferred.

• Strong interpersonal skills.

• Proficient computer skills, including Microsoft Word and Excel.

• Capability to manage confidential customer and employee information.

• Effective communication skills, both orally and in writing.

• Ability to maintain precise records and focus on details.

• Adaptability to a changing environment and ability to meet deadlines.

• Capacity to deliver quality customer service to both internal and external clients.

• Ability to work independently as well as collaboratively within a team.

• Flexibility in work schedule during peak production periods.

• A secure, distraction-free home office and a reliable private internet connection are required for telecommuting roles.

🏝️ Benefits

• Full-time employment.

• Option for remote/telecommuting work.

• Secure home office environment for telecommuters.

• Reliable private internet connection; cable or fiber is preferred.

• Comprehensive training provided: Fiserv, Laser Pro, and Encompass training.

• Reasonable accommodations for individuals with disabilities.

• Potential travel to meetings as necessary.