Jobs · Finance · Texas

Commercial Loan Booking & Servicing Specialist

Sunflower Bank, N.A. · Plano, TX · 4 days ago
On-siteFinanceFull-time

About the role

At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. The Commercial Loan Booking & Servicing Specialist position is responsible for the funding, booking, and servicing of loans in a high risk, high productive environment.

Responsibilities

  • 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.

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