Loan Operations Funding & Booking Specialist I
United Community Bank
full-time
Posted on:
Location Type: Office
Location: Ponte Vedra Beach • Florida • United States
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Salary
💰 $34,102 - $76,581 per year
About the role
- Responsible for the accurate and complete delivery of consumer lending and small business loan information utilizing the application and document preparation system in accordance with the core systems.
- Ensure regulatory compliance and deliver excellent service to both internal and external customers.
Requirements
- Review detailed consumer and SBG commercial non-real-estate loan documents such as promissory notes, deeds/mortgages, and security agreements for intermediate to complex loan types.
- Review detailed interim loan documents for acquired banks, using the legacy bank’s document preparation system.
- Utilize knowledge of GL accounts for crediting or debiting used when funding loans.
- Apply knowledge of all UCB’s core systems.
- Manage the funding and booking of consumer and SBG loan applications.
- Utilize Blackline/Recon for balancing GL’s.
- Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training.
- Perform other duties as assigned.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
document preparationloan document reviewGL account managementfunding loansbooking loansregulatory complianceconsumer lendingsmall business loansinterim loan documentsanti-money laundering
Soft Skills
attention to detailcustomer serviceorganizational skillscommunication skills
Certifications
Bank Secrecy Act training