Senior Loan Booking & Funding Specialist

JOB SUMMARY:

The Senior Loan Booking & Funding Specialist books all loan types including complex loan structures.  The Senior Specialist processes funding requests including participated and/or syndicated loans. Perform balancing functions for general ledger accounts including ability to research outages. This role provides guidance to other associates, documents procedures, researches and corrects issues.

 ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Ability to process all commercial, Seacoast Business Solutions, consumer, consumer real estate, mortgage and Seacoast Marine loans.


• Book participated and syndicated loans as well as specialty finance loans including file maintenance for modifications, extensions, etc.


• Process draws and request funding from participating banks.


• Provides assistance, guidance, and training for users of loan systems/operations and coordinates with Team Lead to communicate system changes or problems to all areas of lending and customer service personnel involved.


• Receives faxes/emailed requests for commercial loan revolving line draws, verifies availability of funds and processes draws.


• Assists with the creation and testing of systems, procedures and reports to control, balance and monitor accuracy of the loan system database and general ledger accounts.


• Answers external customer and in-house inquiries regarding all Booking/Funding Department functions, including those that are unusual and complex in nature while maintaining superior customer service.


• Process loan extensions, due date changes and loss mitigation modifications.


• Provides written correspondence to customer inquiries as applicable.


• Adheres to the highest legal and ethical standards applicable to our industry while observing both the spirit and letter of all government regulations and laws, and bank policies and procedures.

• Ensure adherence to AML/BSA requirements, operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements.


• Specific knowledge of credit related regulations.


• Adhere to Seacoast Bank’s Code of Conduct.

EDUCATION and/or EXPERIENCE:

• High school diploma or equivalent; college degree preferred.


• 7+ years of general banking experience


• 5 years of Loan Booking & Funding experience


• Demonstrated knowledge of all types of commercial, consumer and residential loan servicing


• Strong PC skills to include working knowledge of MS Office Suite (Word and Excel)

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance appraisals; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry, while observing both the spirit and letter of all government regulations, laws and bank policies and procedures.

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