Loan Booking Specialist II

Corpus Christi, TX Full Time
POSTED ON 5/16/2024
Primarily responsible for booking loans to the Bank’s core system and conducting loan document reviews on outside counsel prepared loans in a timely, accurate and consistent manner. Secondarily responsible for performing quality control of data entered into the Bank’s core system by other team members as needed. The Loan Booking Specialist 2 can effectively book and perform loan document review for all consumer loan types including real estate and moderately complex commercial and industrial, letters of credit, oil and gas, and commercial real estate loans.

Essential Duties And Responsibilities

  • Book all consumer loan types including real estate and moderately complex commercial and industrial, letters of credit, oil and gas, and commercial real estate loans in a timely, accurate and consistent manner in accordance with Service Level Agreement (SLA)
  • Perform loan document review on all consumer loan types including real estate and moderately complex commercial and industrial, letters of credit, oil and gas, and commercial real estate loans prepared by outside counsel per SLA to ensure compliance with regulations, laws, procedures, processes, and policies
  • Work closely with internal partners resolve issues with loan discrepancies and accompanying documents including working with Bank Counsel, as necessary, on complex or unique loan documentation to ensure loans are properly booked and required documentation is obtained.
  • Process various filings with government agencies to ensure perfection on the loan documentation
  • Manage set up of loan and collateral exception and covenant tracking on image systems for loans booked per procedures
  • Clear loan exceptions originated during Loan Booking process, as needed, according to bank procedures and policies
  • Perform independent quality control review on loan data entered into the Bank’s core system by other team members on new loans, renewals, modifications, and changes in terms utilizing loan documentation to ensure accuracy and completeness per SLA. Provide documentation on any quality control findings to the responsible Booking personnel for resolution and follow up to ensure changes are made as applicable
  • Perform other duties and responsibilities as assigned

Non-Essential Duties & Responsibilities

  • Assists with all duties and job responsibilities performed by the Loan Booking Team.

Experience Required

  • 3 - 5 years experience in loan booking and loan document review functions
  • Solid understanding of loan documentation including consumer and commercial real estate

Qualifications

  • Possess a high degree of PC proficiency
  • Strong judgment skills and decision-making ability.
  • Meticulous attention to detail.
  • Excellent oral and written communication skills.
  • Highly organized, ability to multitask and effectively manage time.
  • Able to work in a team environment.

Education

  • High School graduate or equivalent.

Duties and responsibilities may be added, deleted, or changed at any time at the discretion of management, formally, or informally, either verbally or in writing.

Monday through Friday, 8 am to 5 pm

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