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Commercial Loan Booking Specialist II

2 months ago

Kansas City, United States Dickinson Financial Corporation Full time
Position Description

Summary:

Book commercial loans to the bank's loan system, post all subsequent transactions, and respond to related inquiries requests.

Principal Accountabilities:

•Book new, renewed, and modified commercial loans to the bank's loan servicing system.

•Review of new, renewed, and modified commercial loans booked by other Loan Operations staff members.

•Reconcile DFC escrow agent reserve DDA's monthly.

•Post Commercial loan payments and advances.

•Respond to Commercial loan questions and requests.

•Monitor the InvoiceExpensePayment email box and process the loan related invoices received for payment.

•Reconcile Accounts Payable and Accounts Receivable general ledger.

•Understands, embodies, communicates, and instills corporate initiatives and vision, including the six Pillars of Success.

•Maintains client information in complete confidence.

•Completes other specified duties as assigned.

•Regular attendance required, working at the assigned worksite, or assigned remote location during regular business hours and/or assigned hours.

Position Requirements

Minimum Qualifications:

•High School diploma or equivalent

•3-5 years previous banking, lending, or accounting experience.

•Candidate must be flexible, organized, detail oriented, proficient in Word Excel, and be able to work independently.

Physical Requirements:

The work environment is typical of a standard office setting. The position is sedentary, exerting 0 - 10 lbs. of force occasionally and/or a negligible amount of force frequently. It involves sitting most of the time but may also involve walking or standing for brief periods of time. Reaching may be required involving extending arms in any direction. Office equipment, such as a computer and telephone will be used requiring the use of hands and fingers to manipulate a keyboard or keypad. Visual ability to read a computer screen or written documents is necessary. Speaking ability to express or exchange ideas; impart oral information to customers or to the public; or convey detailed or important spoken instructions by means of the spoken word is required. Hearing is necessary to receive detailed information through oral communication.