Loan Boarding Specialist II

4 weeks ago


Spokane, United States First Interstate Bank Full time

**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal .

This position can be located in Sioux Falls, SD Downtown, Spokane, WA Downtown and Great West Center in Billings, MT.

What’s Important to You

We know your career is just one aspect of a meaningful, complex, and demanding life. That’s why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.

Generous Paid Time Off (PTO) in addition to paid federal holidays. Child Care Assistance Program for eligible dependent(s). Exercise reimbursement program for employees. The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.

We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.

SUMMARY

The Loan Boarding Specialist is responsible for reviewing, verifying, and ensuring that the required closed loan documents have been received and for booking of loans to the Loan Accounting System following Bank procedure and policy. The Boarding Specialist is responsible for booking assigned loan products including Consumer, Commercial and Specialty loan products that include simple to complex transactions in accordance with loan closing documents. The Boarding Specialists will be responsible for meeting completeness, turn time and accuracy requirements per established service level agreements.

ESSENTIAL DUTIES & RESPONSIBILITIES include the following: other duties may be assigned.

Boards/Books closed loans to the Loan Accounting System, including compliance and collateral information. Reviews the batch-scanned documents to verify receipt, accuracy, and proper execution of loan documents and that there are no alterations in the documents. Coordinates efforts with appropriate parties to obtain missing information needed to meet boarding requirements. Upon validation of completeness of boarding package, boards loans, determines funding requirements and forwards to Loan Funding queue. Performs loan activating TMS entries in a timely and accurate manner. Monitors queue volumes and adjusts workload as necessary. Performs job responsibilities in accordance with the completeness, accuracy and turn time standards per established service level agreements.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

High School diploma or general education degree (GED) required; Bachelor's degree (BA/BS) from a four-year College or University preferred; minimum of three (3) years’ work experience in a financial institution. Proficient in consumer and commercial lending and loans and applicable loan documents with an understanding of loan accounting systems, loan payment types and processing and ability to research and resolve accounting errors preferred.

OTHER SKILLS & ABILITIES

Advanced personal computer skills with demonstrated knowledge of Microsoft EXCEL, WORD, and e- mail; self-starter and works with minimal direction; strong verbal and written communication skills,

interpersonal skills and team orientation; ability to meet deadlines; ability to appropriately escalate issues requiring problem solving and decision making.

LANGUAGE SKILLS

Ability to read, analyze, and interpret technical procedures, or governmental regulations. Ability to effectively present information and respond to questions from managers, peers, or other business partners.

MATHEMATICAL SKILLS

Ability to work with basic mathematical concepts. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate and percent.

REASONING ABILITY

Ability to define problems, collect data, establish facts, and draw valid conclusions. Demonstrates critical thinking tendencies to address problems decisively and to propose sustainable solutions. Accepts shared ownership and accountability for results.

PHYSICAL DEMANDS

While performing the duties of this job, the employee is regularly required to talk, hear, see, stand, walk & use hands to finger, handle, or feel. The employee frequently is required to sit. The employee is required to reach with hands and arms and stoop, kneel, crouch, or crawl. The employee may lift and/or move up to 25 pounds.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Hours of operation may be adjusted from time to time to accommodate business demands.

The noise level in the work environment is usually moderate.

COMPENSATION & BENEFITS

We offer a competitive total compensation package including base salary and benefits. The anticipated pay range for this position is $21.08 to $28.55 per hour in WA and depends on a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills and experience, education, and geographic location. Benefits include, but are not limited to, medical, dental, vision, short-term and long-term disability benefits and life insurance, flexible spending accounts, health savings account, employee assistance program, 401(k), Paid Time Off (new hires accrue at .069 per hours worked which equates to approximately 18 days per year inclusive of paid sick time) and up to 11 paid Federal holidays. For more information regarding our benefits, please visit .



**If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal .



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