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NexTier Bank · 1 month ago

Consumer Loan Boarding Specialist

Butler, PA, US

Full-time

Onsite

Mid Level

3+ years exp

NexTier Bank is seeking a Consumer Loan Boarding Specialist to manage the essential duties of funding and inputting consumer loans into the Fiserv System. The role involves ensuring loan file accuracy, communicating loan status, disbursing funds, and maintaining customer relations while adhering to security measures.

CommunitiesFinancial ServicesInsuranceVenture Capital

Responsibilities

Works closely with Consumer Documentation to ensure all loan file input to Core is complete and accurate

Uses specialized communication software (Quest) to communicate loan status to Consumer Lenders

Disburses loan proceeds via wire or check

Uploads all closed loans into core system including AFT requests, rate change dates/reminders, collateral, etc., and ensures the upload is completed successfully

If applicable, copies and files mortgage through Commonwealth Credit Services

Verifies all disclosures are received from agent and documents are signed properly

Using the Loan Checklist prepared by Underwriter, organizes and files documents to a Shared Folder

Promotes business for the Bank by maintaining good customers relations and refers customers to appropriate staff for new services as necessary

Maintains prescribed security measures and controls intended to protect the bank against criminal and fraudulent operations and unnecessary risk or exposure

Performs other duties as assigned

Assists with special projects as needed

Attends seminars and meetings as appropriate

Performs Notary work when necessary

Complies with all safety policies, practices, and procedures

Participates in proactive team efforts to achieve departmental and company goals

Qualification

Customer ServiceLaser ProBanking RegulationsAdministrationClerical ProceduresNotary PublicEnglish LanguageCommunication Skills

Required

High school diploma or equivalent required

3 – 5 years' experience in a related field

Knowledge of principles and processes for providing customer and personal services

Ability to deal with customers and complex issues

Knowledge of business principles

Ability to work to strict deadlines and meet performance targets while maintaining accuracy, detail oriented

Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar

Knowledge of mortgage/consumer loan documentation processing

Excellent interpersonal communication skills, both oral and written

Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records and other office procedures and terminology

Knowledge of the various laws and regulations governing the banking industry particularly in the lending area

Maintain knowledge of Bank Secrecy Act regulations and all other regulatory, security and bank policies and procedures