Boarding Specialist

2 months ago

Cincinnati, United States Fifth Third Bank Full time

Make banking a Fifth Third better

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

GENERAL FUNCTION: The Funding-Boarding Specialist I is responsible for following Bank procedure and policy to board and provide initial funding of loans. The Funding-Boarding Specialist I is responsible for boarding a wide variety of loan and line products from simple to complex transactions in accordance with credit approvals and loan closing documents. The Funding-Boarding Specialist I will be responsible for meeting completeness, turn time and accuracy requirements as dictated by established service level agreements.

Under close supervision and using established guidelines, process a basic line of new loan product sets , along with modifications and renewals of the product set. The position will require a basic level of knowledge of loan documentation, policies and procedures as well as knowledge of Business Banking and Commercial product lines, lending operations, policies, practices and procedures. The job will require a high level of knowledge of the loan accounting system.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank‘s risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Boards/Books new, renewed and modified loans to the Loan Accounting System, including collateral information.

  • Ensures accurate representation of loan terms # rate, payment schedules, maturities # within the loan system

  • Analyzes and Interprets the Loan Approval Document and the Note/Loan Agreement/Credit Agreement to ensure proper boarding of all aspects of the facility, including loan coding, into the appropriate loan system.

  • Demonstrates ability to work in multiple systems in an accurate and timely manner.

  • Coordinates with LCS, Branch, Relationship Manager, Portfolio Manager, External Counsel, Title Companies and/or Department Management to facilitate the timely and accurate funding and boarding of Commercial Loans.

  • Analyzes funding and disbursement information to ensure proper disbursement flow of funds via wire, deposit account, fee payment and/or disbursements to third parties.

  • Establishes auto-debit / ACH auto-pay on loan accounting system per instructions and customer authorization.

  • Performs research of boarding errors and is able to resolve problems.

  • Assists Banking Center and Relationship Manager personnel with questions and information requirements.

  • Exhibits product knowledge across the entire banking spectrum of loan products.

  • Performs job responsibilities in accordance with the completeness, accuracy and turn time standards dictated by established service level agreements.

  • Fosters a positive working environment with all business partners.

  • Functions as an extension of all lines of business to ensure internal and external customer expectations are understood and met.

  • Provides guidance and support to business partners in order to meet the needs of external customers.

  • coaches business partners on all Business Banking and Commercial Lending Funding processes.

  • Interacts and communicates daily with all levels as appropriate to ensure requirements are understood and met.

  • Ensures all goals and departmental service standards (SLAs) are met.

  • Perform other duties as assigned or required.

SUPERVISORY RESPONSIBILITIES: None.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • High School diploma or equivalent. Bachelors degree preferred.

  • One (1) year experience with a focus on commercial loan funding, boarding, loan documentation, or related work experience.

  • Good time management and organizational skills evidenced in previous assignments.

  • Demonstrates an understanding of applicable bank policies and procedures.

  • Good knowledge of commercial loan accounting systems.

  • Knowledge of loan documents and requirements.

  • Knowledge of commercial lending and loans.

  • Knowledge of B2B, CCAS, AFS, Loan Doc Prep System, and other banking systems preferred.

  • Good personal computer skills with demonstrated knowledge of Microsoft EXCEL, WORD, and email.

  • Self-starter and works with minimal direction.

  • Good verbal and written communication skills.

  • Good negotiation skills.

  • Good Interpersonal skills and team orientation.

  • Ability to meet deadlines under pressure.

  • Ability to appropriately escalate issues requiring problem solving and decision making.

  • Completion of Funding Boarding certification program (future).

#LI-EG1

Funding-Boarding Specialist I

LOCATION -- Cincinnati, Ohio 45227

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

  • Funding-Boarding Specialist I

    21 hours ago

    Cincinnati, United States Fifth Third Bank, N.A. Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Funding-Boarding Specialist I is responsible for following Bank procedure and policy to board and provide initial funding of loans. The Funding-Boarding Specialist I...

  • Funding-Boarding Specialist I

    14 hours ago

    Cincinnati, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Funding-Boarding Specialist I is responsible for following Bank procedure and policy to board and provide initial funding of loans. The Funding-Boarding Specialist I is...

  • Funding-Boarding Specialist I

    13 hours ago

    Cincinnati, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Funding-Boarding Specialist I is responsible for following Bank procedure and policy to board and provide initial funding of loans. The Funding-Boarding Specialist I is...

  • Board-Certified Hematologist Oncologist Position Open

    2 weeks ago

    Cincinnati, Ohio, United States Kettering Health Full time

    Kettering Health is seeking an accomplished Hematologist/Oncologist to join our dynamic team. As a respected cancer specialist in the Cincinnati area, we offer a rewarding career opportunity with a strong focus on patient-centered care.Job Highlights:Provide expert care to patients with hematologic and oncologic disorders.Collaborate with our...

  • Clinical Specialist

    3 weeks ago

    Cincinnati, Ohio, United States Kroger Full time

    About the RoleWe are looking for a highly motivated and experienced Clinical Specialist to join our team at The Little Clinic. As a board-certified nurse practitioner or physician assistant, you will be responsible for providing medical care to our patients while maintaining a high level of productivity.

  • Nephrology Clinical Trials Specialist

    3 weeks ago

    Cincinnati, Ohio, United States Medpace Full time

    Nephrology Clinical Trials Specialist Position RequirementsWe are looking for a highly skilled Nephrology Clinical Trials Specialist to provide medical management and expertise for clinical trials. The successful candidate will contribute medical expertise to study reports, regulatory documents, and manuscripts, manage safety issues in clinical trials, and...

  • Medical Oncology Specialist

    1 week ago

    Cincinnati, Ohio, United States NP Now Full time

    We are seeking a skilled Medical Oncology Specialist to join our team at NP Now in the Cincinnati area. As a Hematology / Oncology Physician, you will have the opportunity to work with a renowned cancer center and provide top-notch care to patients.This is an employed position with a growing practice, offering a competitive salary and comprehensive benefits...

  • Accounts Receivable Specialist OH

    1 month ago

    cincinnati, United States Creative Financial Staffing Full time

    Position: Accounts Receivable Specialist Are you a meticulous and organized individual with a keen interest in numbers and financial processes? We are actively seeking a talented and dedicated Accounts Receivable Specialist to join our team! As an integral part of our accounting department, you will play a vital role in overseeing the financial transactions...

  • Geriatric Health Specialist

    2 weeks ago

    Cincinnati, Ohio, United States Optum Full time

    Job Description: Geriatric Health SpecialistLocation: Butler, Hamilton Counties, OHEstimated Salary: $55-$75 per hourAbout the Job:The Geriatric Health Specialist will work with senior citizens in nursing homes to provide comprehensive health assessments and develop personalized care plans. This is a per diem position that requires a minimum of 10 hours per...

  • Clinical Specialist for Hospital Medicine

    3 weeks ago

    Cincinnati, Ohio, United States Veterans Affairs, Veterans Health Administration Full time

    OverviewVeterans Affairs, Veterans Health Administration is seeking a highly skilled Clinical Specialist to join our team. This role offers the opportunity to provide exceptional care to our nation's heroes while working alongside a talented group of healthcare professionals.The ideal candidate will have a strong background in internal medicine and...

  • Mental Health Specialist

    1 month ago

    Cincinnati, Ohio, United States Psychosocial Therapies Full time

    Job OverviewWe are seeking a skilled Mental Health Specialist to provide psychiatric services in long term care facilities in the Cincinnati, Ohio area.About the RoleThis is a full-time or part-time opportunity for a Psychiatric Mental Health Nurse Practitioner or Physician Assistant to work collaboratively with an interdisciplinary treatment team to develop...

  • In-Home Healthcare Specialist

    4 weeks ago

    Cincinnati, Ohio, United States Hueman Risk Adjustment Full time

    Join Hueman Risk Adjustment as an In-Home Healthcare Specialist and take advantage of a unique opportunity to make a meaningful impact in the lives of Medicare and Medicaid members.We are seeking skilled Nurse Practitioners to complete comprehensive Health Risk Assessments (HRAs) in State, with occasional travel to other states. This role offers flexibility...

  • Sterile Compounding Specialist

    2 weeks ago

    Cincinnati, Ohio, United States UC Health Full time

    Job Summary:We are seeking a skilled Sterile Compounding Specialist to join our team at UC Health's Medical Center. This full-time position is responsible for creating, implementing and managing a comprehensive quality assurance program for pharmaceutical compounding to ensure the highest quality standards are in place and all regulatory requirements are...

  • Medical Credentialing Specialist

    1 week ago

    Cincinnati, Ohio, United States Talencia LLC Full time

    Job Title: Medical Credentialing SpecialistEstimated Salary:$35/hour (on W2)Company Overview:Talencia LLC is a dynamic healthcare organization seeking an experienced Credentialing Specialist to join our team. Our company is dedicated to providing top-notch medical services to our patients, and we need someone with expertise in credentialing and privileging...

  • Clinical Neuromuscular Specialist

    1 month ago

    Cincinnati, Ohio, United States Enterprise Medical Recruiting Full time

    About this OpportunityEnterprise Medical Recruiting is assisting a Neuroscience group in Cincinnati, Ohio to recruit a new Neurologist.Job OverviewWe are seeking an exceptional Clinical Neuromuscular Specialist to join our team. As a fellow-trained neurologist, you will have the opportunity to work with a dynamic and experienced group of healthcare...

  • Radiation Oncology Specialist in Ohio for Locum Tenens Opportunity

    2 weeks ago

    Cincinnati, Ohio, United States Pacific Companies, Inc. Full time

    Job Title: Radiation Oncology SpecialistAbout the Job:We are seeking a skilled Radiation Oncology Specialist to join our team in Ohio. This is a locum tenens opportunity that offers a great chance to work with a variety of patients and develop your skills.Work Schedule:This position is Monday through Friday, 8am to 3pm, with no call or rounding required. You...

  • Occupational Medicine Specialist

    1 week ago

    Cincinnati, Ohio, United States MRG Exams Full time

    We are seeking a skilled Occupational Medicine Specialist to join our team as an Independent Medical Evaluator in Ohio. As an IME Physician, you will conduct comprehensive medical assessments and provide objective opinions in narrative reports to support claims adjudication and case management processes.The ideal candidate will have a Doctor of Medicine (MD)...

  • Clinical Health Specialist

    1 week ago

    Cincinnati, Ohio, United States TriHealth Full time

    **Job Overview**TriHealth is seeking a skilled Clinical Health Specialist to join our team. This role requires a Master's Degree in Physician Assistant or equivalent education and experience. The ideal candidate will have strong interpersonal relations and problem-solving skills, with a demonstrated interest in prevention.Responsibilities:Manage patients...

  • Oral Health Specialist

    1 week ago

    Cincinnati, Ohio, United States Mortenson Family Dental Full time

    Dental Hygienist Role OverviewMortenson Family Dental is seeking a dedicated and caring Oral Health Specialist to join our growing team of professionals.Estimated Salary: $15,000 Sign-On Bonus + competitive hourly rate (average salary: $60,000-$80,000 per year)About the JobAs an Oral Health Specialist at Mortenson Family Dental, you will be responsible for...

  • Neurosurgery Specialist in Ohio

    4 weeks ago

    Cincinnati, Ohio, United States All Star Healthcare Solutions Full time

    We are seeking a highly skilled Neurosurgery Specialist to join our team at All Star Healthcare Solutions in Ohio. This is an exceptional opportunity for a board-certified or board-eligible Neurosurgeon to lead our neurosurgical program and make a lasting impact on patient care.About the PositionThis full-time Neurosurgery position offers a busy clinical...