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Bank of Marin · 2 months ago

Loan Boarding Specialist

Novato, CA, US

Full-time

Onsite

Entry, Mid Level

$26.74/hr - $36.09/hr

2+ years exp

Bank of Marin is seeking a Loan Boarding Specialist to join their Credit Risk Management team. The role involves the accurate onboarding of new and renewed loans into the FIS loan servicing system, ensuring compliance and data integrity, while managing monetary transactions related to loan boarding.

BankingConsultingWealth Management

Responsibilities

Review boarding package to ensure that all documents are received, signed and initialed. Research any discrepancies between the credit approval and the loan documents. Organize all loan documents in the appropriate stacking order and file in the legal file

Input all loan, commitment, and note information into the loan system, following all policies and procedures. Review all loan documents for special instructions

Verify rate and disbursement instructions. Complete boarding worksheet to verify that all required information and proper coding has been completed and that all applicable fields have been input

Process all monetary transactions required, including all disbursements and fees. Perform lien perfection on various types of collateral

Provide assistance to loan officers and customers by researching and responding to inquiries. Inquiries include researching loan boarding information received through various channels including email, telephone, inter branch and in person

Qualification

Loan servicing systemData integrityLoan operationsFinancial transactionsRegulatory complianceCustomer serviceResearch skillsAttention to detail

Required

2 – 4 years related experience and/or training

Associate's degree (A.A.) or equivalent from two-year college or technical school; or equivalent combination of education and experience and/or training demonstrating a strong understanding of financial principles and loan processes