Commercial Loan Booking & Servicing Specialist

Sunflower Bank Mortgage Lending; Irvine (CA); In loco; USD 62.000 - 94.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) Match

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Tuition Reimbursement

Fitness Reimbursement

Paid Time Off

Volunteer Leave

Paid Holidays

Descrizione del lavoro

Sunflower Bank, N.A. in Irvine, CA is hiring a Commercial Loan Booking & Servicing Specialist to manage loan bookings, CIF creation, disbursements, and GL entries. You will balance daily work, initiate wires, and monitor servicing requests, ensuring accuracy and regulatory compliance.

Applicants should have 3–5 years in commercial booking/servicing, with experience in FISERV and ncino, plus strong Outlook skills. This full-time role offers robust benefits and opportunities for growth.

Competenze

• 3–5 years of commercial booking and/or servicing experience.
• Exceptional skills posting to and reconciling general ledger accounts.
• Ability to research posting issues and find resolutions.
• Knowledge of FISERV and nCino systems.
• Proficiency with Microsoft Outlook and Microsoft applications.
• Ability to learn new systems and maintain accuracy under pressure.

Mansioni

• Complete tasks in a timely manner and book loans to the system.
• Create CIF and verify information for loan files.
• Disburse loan proceeds and record debits/credits to GL.
• Validate ticklers in ncino where applicable.
• Perform quality reviews and balance at day end.
• Initiate and/or approve loan wires and monitor servicing inbox.
• Monitor reports for loan adjustments and input index changes daily.
• Create, update, and maintain procedures and templates for tasks.
• Maintain knowledge of regulatory requirements and loan policies.

Conoscenze

Commercial loan booking

Commercial loan servicing

GL reconciliation

Attention to detail

Time management

Strumenti

FISERV

nCino

Microsoft Outlook

Descrizione del lavoro

At Sunflower Bank, N.A., we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com.

Job Type

Full-time

Position

Commercial Loan Booking & Servicing Specialist

The hourly rate for this position is $30.00 - $45.00 per hour depending on knowledge, skills, abilities, experience, and location.

Responsibilities

• Completion of all tasks in a timely manner.
• Book new, renewed, or modified loans to FISERV.
• Create the Customer Information File (CIF) and verify the appropriate information.
• Disburse loan proceeds and make the appropriate debit and credit entries to general ledger account.
• Validate ticklers are in nCino, if applicable.
• Perform quality review of your work.
• Initiate and/or approve wire requests.
• Balance at the end of the day.
• Monitor Servicing Inbox/Pathway for servicing/maintenance requests which include but are not limited to: Post payments and/or advances, Rate changes, Billing/auto debit setup requests, Borrowing Base Certificates, Payoff requests, Research, Additional requests as necessary
• Monitor various reports to ensure proper adjustment/conversion of loans
• Input index changes to FISERV and Laser Pro daily.
• Create, update, and maintain procedures and templates/forms for all tasks performed in this position.
• Maintain high level of accuracy and working knowledge of user needs.
• Maintain knowledge of regulatory requirements.
• Maintain knowledge of current Loan Policies and Procedures.
• Provide back-up as needed to positions within the Loan Operations Area.

Education / Experience Preferred

• Must possess 3-5 years of commercial booking and/or servicing experience.
• Must have exceptional skills posting to and reconciling general ledger accounts.
• Must possess the ability to research posting issues and find resolutions.
• Knowledge of FISERV and nCino systems.
• Proficiency with Microsoft Outlook and all other Microsoft applications.
• Ability to learn new systems and understand additional bank system functionality.
• Must possess exceptional detail, time management and organizational skills.

Pay is dependent on knowledge, skills, abilities, experience, and location.

Working Conditions

The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus.

Sunflower Bank Benefits

People choose to "bank" with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are:

• Rooted in Strength
• Propelled by Growth
• Individuals in a Great Whole
• Creating Possibility
• Community Focused

Associates Enjoy Outstanding Benefits, Including

• 401(k) Plan with 6% Match
• Health/Dental/Vision Insurance
• Company-paid Life Insurance
• Tuition Reimbursement
• Fitness Reimbursement
• Paid Time Off
• Volunteer Leave
• Paid Holidays
• Plus many more associate perks & incentives!

You've never worked anyplace like Sunflower Bank!

EOE/AA: Minorities/Females/Disabled/Vets

Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

The vacancy announcement may be used to fill similar positions within 90 days.

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