Senior Loan Booking & Funding Specialist (Temporary)

Seacoast National Bank; The Villages (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Seacoast National Bank is seeking a Senior Loan Booking & Funding Specialist (Temporary) to handle complex loan booking and funding requests including participated and syndicated loans. The role includes guidance to other associates and documenting procedures.

The candidate will process commercial, consumer, real estate, mortgage and marine loans, book syndicated loans, process draws, and ensure AML/BSA and regulatory compliance.

Qualifications

• 7+ years of general banking experience.
• 5 years of Loan Booking & Funding experience.
• High school diploma or equivalent; college degree preferred.
• Strong PC skills; MS Office Suite (Word & Excel).

Responsibilities

• Process all commercial, consumer, real estate, mortgage and marine loans.
• Book participated and syndicated loans and manage file maintenance.
• Process draws and fund requests from participating banks.
• Provide guidance and training on loan systems and procedures.
• Ensure AML/BSA compliance and regulatory adherence.

Skills

Loan Booking & Funding experience

Education

High School Diploma or equivalent

College degree preferred

Tools

MS Office Suite (Word and Excel)

Job description

Senior Loan Booking & Funding Specialist (Temporary)

Job Category: Administrative & Shared Services

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 has the ability to handle complex loan booking and funding requests including participated and/or syndicated loans. This role provides guidance to other associates, documents procedures, researches and corrects issues.

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.


• Receives faxes/emailed requests for commercial loan revolving line draws, verifies availability of funds and processes draws.


• Assists with the creation and testing of systems, procedures and reports to control, balance and monitor accuracy of the loan system database and general ledger accounts.


• Answers external customer and in-house inquiries regarding all Booking/Funding Department functions, including those that are unusual and complex in nature will maintaining superior customer service.


• Process loan extensions and due date changes.


• Provides written correspondence to customer inquires as applicable.


• Adheres to the highest legal and ethical standards applicable to our industry while observing both the spirit and letter of all government regulations and laws, and bank policies and procedures.


• Ensure adherence to AML/BSA requirements, operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements.


• Ensure adherence to AML/BSA requirements, operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements.

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.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.