Loan Operations Funding & Booking Specialist I

Role Overview

• 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.
• 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.