Senior Loan Booking & Funding Architect

Seacoast Bank; Florida; On-site; USD 65,000 - 85,000; Full time

Job summary

Seacoast Bank is seeking a Senior Loan Booking & Funding Specialist to handle complex booking and funding requests, including participated and syndicated loans. This role provides guidance to teammates, documents procedures, researches and resolves issues.

The position requires deep knowledge of commercial, consumer and residential loans, experience with loan systems, and a commitment to AML/BSA compliance and superior customer service. Location options include Stuart, Mt.

Qualifications

• High school diploma or equivalent; college degree preferred.
• 7+ years of general banking experience.
• 5 years of Loan Booking & Funding experience.
• Knowledge of commercial, consumer and residential loan servicing.
• Strong PC skills to include MS Office (Word and Excel).

Responsibilities

• Process all commercial, consumer, mortgage and residential loans.
• Book participated and syndicated loans and maintain files.
• Process draws and funding requests from participating banks.
• Provide guidance and training for loan systems users.
• Receive inquiries and ensure AML/BSA compliance and regulatory requirements.
• Assist in maintaining loan system database and general ledger accuracy.
• Respond to external and internal inquiries with superior customer service.
• Adhere to bank policies and ethical standards.

Skills

Loan systems knowledge

Banking operations

MS Office (Word & Excel)

Customer service

Education

High school diploma or equivalent

Bachelor's degree preferred

7+ years general banking experience

5 years loan booking & funding experience

Knowledge of commercial, consumer, and residential loan servicing

Tools

Loan processing software

Job description

Location: This is a temporary employment opportunity and can be located in Stuart, Mt. Dora or The Villages.

JOB SUMMARY:

The Senior Loan Booking & Funding Specialist is the person who helps ensure complex loan transactions cross the finish line smoothly, accurately, and on time. From participated and syndicated loans to intricate funding requests, this role thrives where attention to detail meets operational expertise.

As a trusted resource for the team, you'll share knowledge, document best practices, and tackle challenges before they become roadblocks. When operational issues arise, you're the one helping connect the dots, uncover solutions, and keep everything moving forward. If you enjoy solving puzzles, improving processes, and making complex transactions look easy, you'll fit right in. After all, while loans may come with plenty of moving parts, you know how to keep them moving in the right direction.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Ability to process all commercial, Seacoast Business Solutions, consumer, consumer real estate, mortgage and Seacoast Marine loans.
• Book participated and syndicated loans as well as specialty finance loans including file maintenance for modifications, extensions, etc.
• Process draws and request funding from participating banks.
• Provides assistance, guidance and training for users of loan systems/operations and coordinates with Team Lead to communicate system changes or problems to all areas of lending and customer service personnel involved.
  
  

EDUCATION and/or EXPERIENCE:

• High school diploma or equivalent; college degree preferred
• 7+ years of general banking experience
• 5 years of Loan Booking & Funding experience
• Demonstrated knowledge of all types of commercial, consumer and residential loan servicing
• Strong PC skills to include working knowledge of MS Office Suite (Word and Excel)
  
  

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.