Loan Boarding Clerk

Carter Bank; Martinsville (VA); On-site; USD 35,000 - 50,000; Full time

Job summary

A financial institution in Martinsville, VA is seeking a Loan Clerk responsible for the loan boarding process, data verification, and quality control. The ideal candidate should possess a high school diploma and have excellent customer service skills, attention to detail, and proficiency in Microsoft Word and Excel. This full-time role offers an opportunity to provide exceptional service and ensure compliance in loan processing.

Responsibilities

• Complete loan boarding functions for all Commercial and Consumer loans.
• Perform daily review for new loan data fields to ensure accuracy.
• Establish person record and board new mortgage loans in the DNA core system.
• Convert construction-permanent loans and complete loan modifications.
• Verify loan packages contain required documents and coding.
• Provide exceptional service to internal and external customers.
• Perform daily/monthly audits and reconciliations as assigned.
• Manage follow-ups on missing collateral and trailing documents.
• Clear trailing items from multiple business units.
• Scan reviews to Nautilus.

Skills

Excellent customer service skills

Working knowledge of Microsoft Word and Excel

Professional demeanor

Excellent verbal and written communication skills

High level of attention to detail

Strong problem solving and organizational skills

Ability to effectively manage multiple assignments and meet deadlines

Education

High school diploma or equivalent

Job description

Summary

Responsible for loan boarding, review, and funding of new loans to accurately and efficiently load to the core system. Completes data verification and quality control task to ensure data integrity and accuracy according to loan policy and governmental compliance.

Essential Job Functions

• Completes the loan boarding functions for all Commercial and Consumer loans originated by lending personnel to established procedures
• Perform daily review for all new loan data fields entered into the DNA system by loan boarding team members to ensure accuracy of loan input. This includes, new loans, modifications, extensions and renewals
• Establishing a person record in DNA, then boarding all new mortgage loans in the DNA core system per established procedures
• Converting construction-permanent loans, completing loan modifications, extensions and renewal into the DNA system
• Verify loan packages contain required disclosures, documents, checklists, and coding required for booking, as well as the appropriate fees have been collected, if applicable
• Provide exceptional service to internal and external customers via phone calls and monitoring email inbox to ensure a high level of service
• Perform daily/monthly audits and reconcilements, as assigned
• Add ticklers for new loans to follow up on missing collateral and/or trailing documents in the Abrigo program
• Review and keys CRA updates into the DNA system and then scans reviews to Nautilus
• Reviews and clears trailing items received from multiple business units, then sends to Document Imaging team

Job Requirements

• High school diploma or equivalent required

Knowledge/Skills Required

• Excellent customer service skills
• Working knowledge of Microsoft Word and Excel
• Professional demeanor
• Excellent verbal and written communication skills
• High level of attention to detail
• Strong problem solving and organizational skills
• Ability to effectively manage multiple assignments and meet deadlines

Physical and Mental Qualifications

• Standing, walking, bending and stooping required
• Must be able to sit at a desk for long periods of time and use a computer
• Must be able to occasionally move or lift up to 10 pounds
• May be asked to work supplemental hours periodically
• Limited travel required occasionally during and after business hours

The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified.

NOT A CONTRACT

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Finance and Sales

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