Loan Setup Specialist II — Commercial & SBA

BankUnited; Miami (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

BankUnited is seeking a Loan Servicing professional to handle setup, maintenance, and servicing of Commercial Real Estate, Corporate, Small Business, SBA, and USDA loans. This on-site role focuses on accurate data entry, SLA compliance, and customer support, including rate changes and document reviews.

Responsibilities include reviewing loan packages, setting up automation for debits, tracking items, and ensuring accuracy across ledgers. Prior experience in loan processing/servicing is required.

Qualifications

• Associate's Degree required Or
• Bachelor's Degree or equivalent related experience required

Responsibilities

• Responsible for ensuring that the Bank's internal and external customers receive an adequate level of service and assistance with their questions and or concerns. The nature of their service needs can vary considerably.
• Monitor the CCLRS queue for incoming assigned requests and complete them within the required SLA.
• Upon receipt of new loans, renewals, modifications and extension loan packages, reviews loan documents and data in accordance with the established policies and procedures and accurately sets up the loan information within the servicing system.
• Create and maintain Automatic Charge Controls/Auto Debit for new and renewed loans.
• Set up tracking items as required for all new loans, renewals, modifications and extensions.
• Set up tax contracts with the appropriate tax service provider.
• Monitor LOVE queues to ensure loans are reviewed/validated within SLA.
• Review loan files and various system data for completeness and accuracy and accurately complete the LOVE checklist.
• Perform daily workstation balancing and process the required offsetting entries via BTE or general ledger tickets.
• Monitor the Note Clearing general ledger account reconciliation and clear items timely.
• Reviews tracking item report daily/weekly for outstanding items (i.e. required loan maintenance, payment and interest rate changes etc).
• Perform system maintenance including but not limited to officer, branch and address changes, loan rating etc.
• Respond to customer requests and questions regarding technical, large or complex loan accounts. Analyzes and rectifies customer concerns using established procedures.
• Review accuracy of rate change letters prior to mailing to borrower.
• Review the daily index rate updates against the Secondary Market rate sheet and Core Banking index updates to ensure accuracy.
• Work with the QA department to research and rectify any findings.
• Trains, oversees and assists level I and II Loan Set-Up Specialists when needed. Be able to work independently with minimal required assistance from supervisor.
• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
• Adheres to Bank policies and procedures and completes required training.
• Identifies and reports suspicious activity.

Education

Associate's Degree required Or

Bachelor's Degree or equivalent related experience required

Job description

BankUnited is seeking a Loan Servicing professional to handle setup, maintenance, and servicing of Commercial Real Estate, Corporate, Small Business, SBA, and USDA loans. This on-site role focuses on accurate data entry, SLA compliance, and customer support, including rate changes and document reviews.

Responsibilities include reviewing loan packages, setting up automation for debits, tracking items, and ensuring accuracy across ledgers. Prior experience in loan processing/servicing is required.