Consumer SB Loan Onboarding-Funding Spec

Minimum Qualifications/Experience
·  3+ years loan operations funding experience including consumer, small business transactions.
·  3+ years professional/business experience in financial services, or banking industry.

Formal Education & Certification
·  High School diploma or equivalent required.

Work Status
·  Full-Time

Supervisory Responsibility
·  None.

Travel
·  0% - No travel expected

Working Conditions
·  Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking or standing for brief periods, and occasionally lifting and carrying articles like, files, ledgers, folders, etc.

Disclaimer:
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

Woodforest is an Equal Opportunity Employer, including Disability and Veterans.

Strong Culture built on our Core Values: Integrity, Ownership, Service and Community. It’s not just talk. We walk the walk, from the CEO to front-line employees.

Be an Owner and take control of your future with our Employee Stock Ownership Plan (ESOP), where your hard work translates into real ownership and an opportunity to share in the growth of Woodforest.

401(k) Company Match in ESOP

Woodforest adds 50₵ for each $1 you save (up to 6% eligible pay). The match is made in Woodforest stock held in your ESOP account.

Opportunities for Long-Term Growth

Take advantage of growth opportunities and professional development to advance in your career.

Banking Products & Services providing convenience, financial savings, and enhanced support to help you achieve your financial goals.

Competitive Base Pay and regular compensation reviews to ensure you continue to earn competitive pay.

Paid Time Away Branch Banking employees are offered PTO. Corporate employees are offered paid vacation and sick time.

Medical Coverage 12 comprehensive plans available at an affordable cost!

Short and Long-Term Disability & Life, AD&D Insurance 100% paid for by Woodforest plus other benefits available that will help ensure you and your family are confident and well-prepared for whatever comes your way.

Well-being Program (Employee Assistance Program) that helps you take care of your physical, mental, and financial health.

Resource Champions are available to connect you to comprehensive services including expert banking, wealth planning, ESOP, health & wellness programs, impactful community involvement & financial literacy education.

This information highlights our rewards and benefits but is not a complete description of our total rewards program. Woodforest reserves the right to modify, amend, suspend, or terminate any reward or benefit at any time for any reason. If there is a conflict between the information and the actual plan documents or policies, the documents or policies will always govern. The information should in no way be construed as a promise or guarantee of employment.

Take the next step toward your new career today!

Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country!

The Consumer and Small Business Loan Onboarding-Funding Specialist is responsible for the proper booking and funding of all types of Consumer loans.

Key Responsibilities:
·  Review, fund and book all consumer and small business loans to the loan accounting system.
·  Process loan advances, loan payments and rate changes.
·  Updates and maintains loan transactions to the loan accounting system.
·  Determine loan funding eligibility from review of the loan documents.
·  Update loan record data after funding process.

Competencies Required
·  Strong understanding of mathematics.
·  Strong analytical skills.
·  Good written and verbal communication skills.
·  Proficient with Microsoft Office (Word, Excel, and Outlook).
·  Familiarity with loan software such as AccuSystems, PayPlus, nCino, iLien, Bancline is a plus.