Specialist - Loan Booking (On-Site) jobs in United States
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Central Pacific Bank · 3 months ago

Specialist - Loan Booking (On-Site)

Central Pacific Bank is a financial institution located in the United States, and they are seeking a Specialist in Loan Booking. The role involves booking various types of loans and maintaining accounts while ensuring positive customer interactions aligned with the company's core values.

BankingFinancial Services

Responsibilities

Book all consumer, collateral, dealer, HELOC, small business, commercial and residential mortgage loans, modifications, renewals and draw request onto the FISERV system. This includes an ability to interpret loan information from various forms, including loan recommendations, consumer loan approval form, and residential mortgage documents
Monitors, updates and maintains tickler reports on FISERV
Process HELC teaser rates and CD rate changes
Enter on-line file maintenance (i.e. grade changes, officer changes, rate changes, memos and ticklers) on FISERV
Reconcile various GL accounts used for clearing booking entries
Updates and maintains UCC filings. Prepare UCC continuations
Re-amortize, send letters and update payment schedules for MCM/BBR rates and SBA loans

Qualification

Loan bookingFISERV systemGL reconciliationUCC filingsSolution OrientedThoroughnessActive ListeningOral CommunicationWritten Communication

Required

H.S. Diploma or GED equivalency required
1+ years of experience in loan booking/processing experience required for Specialist I
2+ years of experience in loan booking/processing experience required for Specialist II
Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated
Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications
Must be able to clearly communicate verbally and in writing with all internal and external customers
Must also be able to hear sufficiently to engage in daily discussions and interactions
Must be able to read and understand bank-related documents
Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time
Must also be able to adapt to different work environments as needed to perform the job

Company

Central Pacific Bank

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Central Pacific Bank is a financial service company that provides banking products and services.

Funding

Current Stage
Late Stage
Total Funding
$55M
2020-10-20Debt Financing· $55M

Leadership Team

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Arnold D Martines
Chairman, President and CEO
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John Dean
President and CEO
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Company data provided by crunchbase