Commercial Booking Associate I

OceanFirst Bank; Toms River (NJ); On-site; USD 55,000 - 75,000; Full time

Job summary

OceanFirst Bank seeks a Booking Associate for the Commercial Closing team. You will board new and modified commercial loans, perform second day verification, and respond to inquiries across servicing and lending departments. Proficiency in MS Office, Salesforce, and Premier systems is expected, with strict confidentiality of customer data.

You will work closely with the Closing Department to ensure accurate documentation and compliance, supporting smooth loan operations.

Qualifications

• Experience with loan booking and documentation processes.
• Strong interpersonal and written communication skills.
• Ability to handle confidential credit and customer information.

Responsibilities

• Board new, renewed, extended and modified commercial loans using banking systems.
• Complete daily second day booking verification as required.
• Respond to inquiries from servicing and lending groups about loan changes.
• Maintain knowledge of nCino, Premier, and related booking systems.
• Review loan closing documents and coordinate with Closing Department for changes.
• Adhere to applicable compliance requirements for loan operations.

Tools

MS Office Suite

Salesforce

Fiserv Premier

Job description

At OceanFirst Bank, each one of our employees plays an important role in fulfilling the mission and taking responsibility to execute daily tasks in alignment with our core values. Together we foster an environment of respect, professionalism and diversity that makes OceanFirst a great place to work and do business.

Great benefits include: on-site fitness facility at Red Bank and Toms River headquarter offices, employee perks & discount programs, tuition assistance, incentive compensation program, professional development opportunities, and more!

Primary Purpose

Prepare and board commercial loans as part of the Commercial Closing department. The primary function includes boarding internally prepared and outside counsel documented new loans, renewals, modifications and extensions. The Booking Associate ensures documentation is properly executed and processed on the Bank's core operating systems. In addition, the duties include conducting a second day review of boarded loans.

Essential Duties And Responsibilities

• Utilize the Commercial Loan and Business Banking Departments' operating systems in order to effectively board new, renewed, extended and modified loans.
• Ensure completion of assigned daily department second day booking verification requirements.
• Timely respond to inquiries from various servicing and lending departments regarding changes and modifications to existing and new loan boarding data for assigned loans.
• Maintain a thorough working knowledge of the nCino, relevant community banking platform and Premier operating systems. (booking and reporting systems) and department procedures in order to effectively board new, renewed and modified loans.
• Review loan closing and modification documents and offer necessary changes to the Closing Department in connection with boarding and in response to inquiries for operation control group compliance.
• Knowledge of applicable compliance requirements for loan operations for response to booking inquires.

Job Specifications

Knowledge, Skills & Abilities

• Proficient in MS Office Suite, Salesforce and Fiserv Premier programs.
• General knowledge of the lending process and ability to interpret the policies & procedures governing commercial lending.
• Good understanding of commercial loan documentation and concepts related to the loan booking process.
• Working knowledge of general regulations governing the banking industry, as well as agency guidelines and organization policies.
• Strong interpersonal skills, including ability to effectively communicate with internal commercial customers.
• Strong verbal and written communication skills.
• Detail-oriented with solid organizational skills
• Working knowledge of MS Office Suite, and documentation prep programs.
• Ability to maintain the confidentiality of credit and customer information.