Senior Loan Boarding & Servicing Specialist

Banc of California, Inc.; Carlsbad (CA); On-site; USD 50,000 - 74,000; Full time

Benefits offered by this job

401k with match

Medical insurance

Dental insurance

Vision insurance

AD&D coverage

Life insurance

Long-term disability

Health Savings Account

Flexible Spending Account (FSA)

Tuition reimbursement

Mentorship program

Job summary

Banc of California, Inc. is hiring for a banking loan boarding specialist responsible for processing and auditing loan entries across multiple loan types. You will ensure documentation accuracy, maintain data integrity, and meet deadlines within a fast-paced environment.

The role requires strong attention to detail, 5+ years in commercial loan servicing, and proficiency with MS Word/Excel/Outlook and loan software, notably the FIS IBS Loan Core System. Equal opportunity employer.

Qualifications

• Five or more years of banking experience in commercial loan servicing.
• Ability to read and understand loan approval documents and multiple types of loan documents, using critical thinking skills to ensure data entry accuracy.
• Knowledge of elementary accounting procedures.
• Strong organizational skills, attention to detail, and the ability to produce a large volume of work in a fast-paced environment.
• Effective oral, written, and interpersonal communication skills, with the ability to apply common sense to carry out instructions, interpret documents, and understand procedures.
• Ability to build relationships and work well in a close team environment.
• Proficiency in Microsoft Word, Excel, Outlook, and loan software, including the FIS IBS Loan Core System, preferred.
• High school diploma or equivalent required.

Responsibilities

• Perform loan boarding for all loan types in the bank’s Loan Core System, including, but not limited to, Small Business Credit Lines, Commercial Lines of Credit, Commercial Real Estate, Consumer Loans, and Letters of Credit.
• Ensure credit approvals, legal documentation, bank worksheets, and supporting loan documentation, including collateral, insurance, escrow, and disbursement information, are present, accurate, and consistent with one another.
• Review daily loan system reports to ensure the accuracy of data entered for new, renewed, and modified loans and file maintenance.
• Meet established loan boarding deadlines based on the complexity of each loan.
• Perform loan servicing activities, including basic loan boarding and maintenance, tickler entry and updates, general ledger transaction posting, and daily balancing.
• Bring discrepancies to management and independently correct errors.
• Perform loan-level servicing audits.
• Assist with special projects as needed or assigned, including loan conversion projects and basic audit research.
• Comply with all FDIC and other banking regulations.
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

Skills

Document reading

Critical thinking

Attention to detail

Organizational skills

Communication

Teamwork

Microsoft Word

Excel

Outlook

Loan software

Education

High school diploma or equivalent

Tools

FIS IBS Loan Core System

Job description

Banc of California, Inc. is hiring for a banking loan boarding specialist responsible for processing and auditing loan entries across multiple loan types. You will ensure documentation accuracy, maintain data integrity, and meet deadlines within a fast-paced environment.

The role requires strong attention to detail, 5+ years in commercial loan servicing, and proficiency with MS Word/Excel/Outlook and loan software, notably the FIS IBS Loan Core System. Equal opportunity employer.