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Loan Operations Funding Specialist

3 months ago

Souderton, United States Univest Financial Corporation Full time

Overview:

Univest Financial Corporation (UVSP), has approximately $7.8 billion in assets and $4.7 billion in assets under management and supervision (as of December 31, 2023). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. In 2023, Univest donated $2.4 million to our communities, and our employees volunteered more than 13,100 hours.

At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.

We're hiring a Loan Operations Funding Specialist to join our Loan Operations Team in Souderton, PA.

Responsibilities:

Support the following core loan operations: verification of commercial loan documents for booking, process funding requests for initial loan advances, process general ledger entries for fees, complete wire transfers, daily loan settlements and balance accounts as needed

Perform all funding processes for Capital Investments group

Responsible to interpret and translate complex loan documents for commercial loans to the Jack Henry Silverlake operating system, including CIF input, AFT setup, FASB 91 fee and cost records.

Perform file maintenance necessary to record loan extensions and modifications, including interest accruals and billing calculations for all loan types

Monthly transaction processing of commercial participation loans, SWAP loans, warehouse lines, unused & evergreen letters of credit fees. This includes monitoring spreadsheets, creating invoices, fee transactions, and corresponding with lenders and customers as needed.

Respond to all lender, customer and financial institution inquiries regarding servicing issues for commercial loans

Process telephone and E-mail requests to fund commercial loan in a timely fashion while ensuring that all policy and regulatory requirements are met

Responsible for tracking, scanning, and verification of documents to the Synergy Imaging System

Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct

Performs additional duties as required

Qualifications:
  • High School Diploma or GED equivalent with minimum of 3 years bank loan operations experience
  • Excellent customer service, written/verbal communication, and telephone skills
  • Advanced understanding of mortgage, commercial, consumer loans
  • Ability to read and comprehend complex loan contracts
  • Ability to perform loan accounting computations, including interest accruals, payment amortizations, billing calculations
  • Ability to work independently, organize, prioritize and enter data quickly and accurately to meet deadlines, including end of month activity
  • Excellent problem solving and organizational skills
  • Advanced PC, Word, Excel skills, familiarity with ComplianceOne, Jack Henry, Synapsis and Laser Pro

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An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.