Commercial Loan Booking & Servicing Specialist

Sunflower Bank NA; Plano (TX); On-site; USD 65,000 - 85,000; Full time

Job summary

Sunflower Bank, N.A. is seeking a Commercial Loan Booking & Servicing Specialist to fund, book, and service loans within a high‑risk, high‑productivity environment. You will book loans to FISERV, create CIFs, and ensure accurate debits/credits to the general ledger.

The role requires 3–5 years of relevant experience, solid knowledge of FISERV and nCino, and strong detail, time management, and organizational skills across loan operations.

Qualifications

• Must have 3–5 years of commercial booking and/or servicing experience.
• Strong ability to post and reconcile general ledger accounts.
• Ability to research posting issues and find resolutions.
• Knowledge of FISERV and nCino systems.
• Proficiency with Microsoft Outlook and other MS applications.

Responsibilities

• Fund, book, and service loans in a high‑risk, high‑productivity environment.
• Book new, renewed, or modified loans to FISERV and create CIF.
• Disburse loan proceeds and record debits/credits to GL.
• Balance at end of day and monitor servicing inbox and Pathway.
• Initiate and/or approve wire requests and ensure accuracy.
• Maintain procedures, templates, and knowledge of loan policies.
• Provide back‑up within the Loan Operations Area as needed.

Skills

Commercial loan booking

General ledger reconciliation

Issue research

Regulatory knowledge

MS Outlook

Tools

FISERV

nCino

LaserPro

Microsoft Outlook

Job description

Description

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.

Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Commercial Loan Booking & Servicing Specialist.

Description:

The Commercial Loan Booking & Servicing Specialist position is responsible for the funding, booking, and servicing of loans in a high risk, high productive environment.

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.

Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.

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