Loan Booking & Funding Specialist

Summary

The Loan Booking & Funding Specialist has the ability to handle standard loan booking and funding. This specialist provides support to other associates, documents procedures, researches and corrects issues. Good people skills, dedicated to excellent customer service and diverse background.

Essential Duties and Responsibilities

• Ability to processes standard commercial, Seacoast Business Solutions, consumer, consumer real estate, and Seacoast Marine loans: Upload loans using computer systems or hand book if necessary. Balances and processes monetary transactions as needed. Perform necessary tracking. Performs all follow up activities required. Works closely with branch personnel to ensure accurate and timely booking of new loans.
• Provides support for users of loan systems/operations and coordinates with Team Leader to communicate system changes or problems to all areas of lending and customer service personnel affected. Reports perceived weaknesses and problems requiring attention to be addressed by management.
• Receives faxed/emailed requests for commercial loan revolving line draws, verifies availability of funds, and processes draws.
• Assists with the creation/testing of systems, procedures and reports to control, balance, and monitor the accuracy of the loan system database and general ledger accounts.
• Answers external customer and in-house inquiries regarding all Booking/Funding department functions keeping customer service a priority at all times. Researches problems, reverses payments as required; makes necessary corrections.

Education and/or Experience

• High school graduate, some college preferred.
• Five or more years general banking experience, including a minimum of 3 years experience in Loan Booking and Funding functions with demonstrated knowledge of all types of commercial, consumer, and residential loan servicing functions and of accounting principles.
• Possess strong PC skills; Word and Excel, or equivalent. Ability to transfer skills to other software programs.

#LI-PF1