Loan Boarding Clerk

About the role

Responsible for loan boarding, review, and funding of new loans to accurately and efficiently load to the core system. Completes data verification and quality control tasks to ensure data integrity and accuracy according to loan policy and governmental compliance.

Responsibilities

• Completes the loan boarding functions for all Commercial and Consumer loans originated by lending personnel to established procedures.
• Performs daily review for all new loan data fields entered into the DNA system by loan boarding team members to ensure accuracy of loan input, including new loans, modifications, extensions, and renewals.
• Establishes a person record in DNA, then boards all new mortgage loans in the DNA core system per established procedures.
• Converts construction-permanent loans, completes loan modifications, extensions, and renewals into the DNA system.
• Verifies loan packages contain required disclosures, documents, checklists, and coding required for booking, as well as the appropriate fees have been collected, if applicable.
• Provides exceptional service to internal and external customers via phone calls and monitoring email inbox to ensure a high level of service.
• Performs daily/monthly audits and reconcilements, as assigned.
• Adds ticklers for new loans to follow up on missing collateral and/or trailing documents in the Abrigo program.
• Reviews and keys CRA updates into the DNA system and then scans reviews to Nautilus.
• Reviews and clears trailing items received from multiple business units, then sends to Document Imaging team.

Requirements

• High school diploma or equivalent required.

Skills

• Excellent customer service skills.
• Working knowledge of Microsoft Word and Excel.
• Professional demeanor.
• Excellent verbal and written communication skills.
• High level of attention to detail.
• Strong problem solving and organizational skills.
• Ability to effectively manage multiple assignments and meet deadlines.

Physical and Mental Qualifications

• Standing, walking, bending, and stooping required.
• Must be able to sit at a desk for long periods of time and use a computer.
• Must be able to occasionally move or lift up to 10 pounds.
• May be asked to work supplemental hours periodically.
• Limited travel required occasionally during and after business hours.

Pay

Hourly Pay Range: $14.10 - $22.06 per hour

Benefits

Eligible associates may participate in Carter Bank's benefits package, including:

• Medical, dental, and vision insurance.
• Life insurance and disability coverage.
• Other voluntary benefits.
• 401(k).
• Paid time off and paid holidays.