Commercial Loan Booking

2 weeks ago


Plano, United States Sunflower Bank, N.A. Full time
Sunflower Bank is looking for an energetic, highly motivated individual to fill the position of a full-time Commercial Loan Booking & Servicing Specialist in Plano, TX. The Loan Operations Specialist (LOS) - Loan Booking and Servicing position is responsible for the funding, booking, and servicing of new/renewed/modified commercial, business and/or consumer loans with varying levels of complexity in a high-volume environment.
  • Completion of all tasks in a timely manner.
  • Book new, renewed, or modified loans to FISERV.
  • Create the Customer Information File (CIF) and verify the appropriate information.
  • Disburse loan proceeds and make the appropriate debit and credit entries to general ledger account.
  • Validate ticklers are in nCino, if applicable.
  • Perform quality review of your work.
  • Initiate and/or approve wire requests.
  • Balance at the end of the day.
  • Monitor Servicing Inbox/Pathway for servicing/maintenance requests which include but are not limited to:
  • Post payments and/or advances
  • Rate changes
  • Billing/auto debit setup requests
  • Borrowing Base Certificates
  • Payoff requests
  • Research
  • Additional requests as necessary
  • Monitor various reports to ensure proper adjustment/conversion of loans
  • Input index changes to FISERV and Laser Pro daily.
  • Create, update, and maintain procedures and templates/forms for all tasks performed in this position.
  • Maintain high level of accuracy and working knowledge of user needs.
  • Maintain knowledge of regulatory requirements.
  • Maintain knowledge of current Loan Policies and Procedures.
  • Provide back-up as needed to positions within the Loan Operations Area.
Education/Experience Preferred:
  • Must possess 3-5 years of commercial booking and/or servicing experience.
  • Must have exceptional skills posting to and reconciling general ledger accounts.
  • Must possess the ability to research posting issues and find resolutions.
  • Knowledge of FISERV and nCino systems.
  • Proficiency with Microsoft Outlook and all other Microsoft applications.
  • Ability to learn new systems and understand additional bank system functionality.
  • Must possess exceptional detail, time management and organizational skills.
  • Must possess excellent verbal and written communication skills.
  • Must be able to work flexible hours to complete daily tasks.
Pay is dependent on knowledge, skills, abilities, experience, and location.

Sunflower Bank Benefits

Employees enjoy outstanding benefits, including:
  • 401(k) Plan with 6% Match
  • Health/Dental/Vision Insurance
  • Company-paid Life Insurance
  • Tuition Reimbursement
  • Fitness Reimbursement
  • Paid Time Off
  • Volunteer Leave
  • Paid Holidays
  • Plus many more employee perks & incentives

People choose to "bank" with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives and we know that starts with our team.

If you qualify, apply online at www.sunflowerbank.com/careers.

You've never worked anyplace like Sunflower Bank

EOE/AA: Minorities/Females/Disabled/Vets

Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days.

If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location specific notices is available on our privacy policy.

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