Support Business Banking, Commercial Real Estate, Small Business, and Reverse Mortgage lending by performing a wide variety of maintenance to multiple systems
Manually establish all new Commercial, Construction, Small Business Loans and Lines of Credit on the FIS system
Use the nCino Sales Partner loan system to analyze legal documents and internal bank documents
Create boarding data sheets and update data as necessary
Responsible for setting up customer records, loan accounts, commitments and notes in the IBS loan core system
Maintain and enter collateral and Tickler remarks for future loan changes and calls
Responsible for setting up SBA, HMDA, CRA and Construction Interest Reserves
Set up and maintain participations, letters of credit, flood insurance, ACH and autopay loan features
Process renewals and other system and coding changes as needed
Assist with payment, advance postings, and file management duties including filing trailing documents, fulfilling file requests
Cross train in other functions to assist when needed

Bachelor's degree or 4 years of banking experience is required in lieu of a degree
Previous banking experience is required
Minimum of 2 years in loan accounting, investor reporting, commercial loan servicing and customer service experience is required
Knowledge of accounting principles, general ledger balancing and financial fundamentals is preferred
2 years of experience in a loan servicing environment is strongly preferred
Previous experience with real estate loan documentation and syndications experience is preferred
Proficiency in Microsoft Office applications
Must possess excellent oral and written communication skills.

Commercial Loan Specialist

Key skills