Specialist - Loan Booking (On-Site)

Job Description

Job Description

Position Function :

Book consumer, collateral, dealer, HELOC, small business, commercial and residential mortgage loans. Maintain accounts, reconciling the G / L, etc. Booking complexity increases by Specialist level.

Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.

Primary Accountabilities :

• Book all consumer, collateral, dealer, HELOC, small business, commercial and residential mortgage loans, modifications, renewals and draw request onto the FISERV system. This includes an ability to interpret loan information from various forms, including loan recommendations, consumer loan approval form, and residential mortgage documents.
• Monitors, updates and maintains tickler reports on FISERV.
• Process HELC teaser rates and CD rate changes.
• Enter on-line file maintenance (i.e. grade changes, officer changes, rate changes, memos and ticklers) on FISERV.
• Reconcile various GL accounts used for clearing booking entries.
• Updates and maintains UCC filings. Prepare UCC continuations.
• Re-amortize, send letters and update payment schedules for MCM / BBR rates and SBA loans.

Minimum Qualifications :

Education :

Specialist I / II :

Experience : Specialist I :

Specialist II :

Physical Requirements & Working Conditions :

We are proud to be an EEO / AA employer M / F / D / V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.