Loan Funding & Boarding Specialist II

About the role

We’re looking for a detail-oriented, dependable professional to join us as a Loan Funding & Boarding Specialist II. In this role, you’ll be a key part of the team behind the scenes, helping ensure loans are funded accurately, efficiently, and with the high level of care our customers and teammates count on.

Responsibilities

• Process requests to fund and fee request loans in a timely fashion while ensuring that all policy and regulatory requirements are met.
• Process general ledger entries, complete wire transfers, daily loan settlements, and balance accounts as needed with great accuracy.
• Perform all funding processes for the Capital Investments group.
• Interpret and translate Consumer and Basic Commercial loan documents for entry to the Jack Henry Silverlake operating system with great attention to detail and accuracy.
• Collaborate effectively with lenders and administrative assistants to efficiently resolve discrepancies with funding and fee requests, documentation discrepancies, scanning issues, and other issues that arise.
• Reply to or refer to the proper team all lender, customer, and financial institution inquiries regarding servicing issues for commercial loans.
• Ensure compliance with laws and regulations that apply to this position, including the Univest Code of Conduct.
• Perform other duties as assigned.

Requirements

• High School Diploma or GED equivalent with a minimum of 3 years of bank loan operations experience.
• Excellent customer service, written/verbal communication, and telephone skills.
• Advanced comprehension of mortgage, commercial, and consumer loans.
• Ability to read and comprehend complex loan contracts.
• Ability to perform loan accounting computations, including interest accruals, payment amortizations, and billing calculations.
• Ability to work independently, organize, prioritize, and enter data quickly and accurately to meet deadlines, including end-of-month activity.
• Excellent problem-solving and organizational skills.
• Advanced PC and word processing skills required to utilize varying proprietary Windows-based software applications.
• Familiarity with Jack Henry, Synergy, Encompass, and Salesforce/nCino preferred.

Pay

The salary for this position ranges from $17.50 to $22 per hour.

Benefits

• Health Insurance: Medical, dental, and vision coverage (single or family; begins the first of the month following start date).
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment.
• Paid Time Off (PTO): 15 days annually (prorated your first year).
• Short Term Disability: 12 weeks of sick time with a doctor’s note after 6 months of service.
• Holiday Time Off: 11 paid holidays.
• Company-paid life insurance, as well as other supplemental insurances.
• Tuition reimbursement.
• Employee Wellness programs, including fitness club discounts and fitness tracker discounts/annual reimbursement.
• Discounts on loan products.
• Professional development trainings.