Loan Boarding Specialist
Firstrust, Horsham, PA, United States
Firstrust Bank Recognizes the Leader in You
As one of the region's foremost community banking institutions, we take pride in fostering leadership. As a Firstrust employee, your growth is our growth. For you, that means great benefits, performance-based pay, a meaningful role, and resources to help your success. For us, that means employees who offer exemplary customer service with a commitment to our values - honesty, integrity, and accountability. Job Summary: Timely and accurately complete the daily functions associated with booking new, renewed, and modified loans to the appropriate loan accounting system. Job Duties and Responsibilities: Accurately and efficiently onboard all new and modified commercial loans, business banking loans, corporate syndicated loans, real estate loans, construction loans, letters of credit, and consumer loans to the appropriate core loan accounting system. Review all executed loan documents and approvals to ensure timely funding of all new and modified loans. Responsible for accurate posting of all loan fees to loan accounting system. Responsible for reviewing and setting up all loan specific collateral and insurance records in the proper loan accounting system. Work with portfolio, client service, and relationship managers in gathering all the necessary documents and information to ensure the accurate onboarding of all loan types. Adhere to the agreed upon SLAs from the quality control team for loan boarding questions and errors. Participate in testing of boarding processes in loan accounting systems during annual releases and system upgrades. Maintain a basic knowledge of the various core systems to understand the impact of various field values. Perform various departmental administrative tasks, such as filing and maintaining storage records. Other Job Duties and Responsibilities: Assists in the development of new business for Firstrust. Is alert to expressed customers/prospect needs to suggest appropriate services. Directs customers to appropriate person to establish business relationships. Other duties as assigned. Physical and Sensory Requirements: Prolonged periods sitting at a desk and working on a computer. Understand and communicate instructions both in writing and verbally. Education, Training and Experience: College degree, preferred, in accounting, finance, or related field preferred or comparable experience in an operations, accounting, or finance role. Ability to analyze multiple pieces of data and formulate a sound conclusion. Possess strong work habits, attention to detail, and ability to work on a team. Demonstrates friendly, positive attitude, self-motivator. Intermediate to advanced knowledge of MS Office Suite. Strong organizational and accounting skills. Ability to multi-task with an excellent degree of versatility and flexibility. Work Schedule: Current job schedule is a 40-hour work week. Firstrust Bank provides equal employment opportunity without regard to race, color, creed, sex (including pregnancy), age, gender, (including gender nonconformity and status as a transgender or transsexual individual), physical or mental disability, religion, national origin, genetics, marital status, veteran's status, ancestry, citizenship, sexual orientation, or other characteristics protected by applicable law. This policy applies to all areas of employment, including, without limitation, recruitment, hiring, training and development, promotion, transfer, termination, compensation, benefits, and all other conditions and privileges of employment in accordance with applicable federal, state, and local laws. Firstrust Bank is an Equal Opportunity Employer. If you have a disability and need an accommodation to complete the application process, please email Firstrust Bank Human Resources Department HResources@firstrust.com. Include your full name, best way to reach you, and the accommodation needed to assist with the application process. Only reasonable accommodation requests related to applying for a specific position within Firstrust will be reviewed at the email address and phone number supplied. Please advise Firstrust of any accommodation you require to express an interest in a specific opening by emailing or calling: reasonableaccomdations@firstrust.com or 215-728-8265.
As one of the region's foremost community banking institutions, we take pride in fostering leadership. As a Firstrust employee, your growth is our growth. For you, that means great benefits, performance-based pay, a meaningful role, and resources to help your success. For us, that means employees who offer exemplary customer service with a commitment to our values - honesty, integrity, and accountability. Job Summary: Timely and accurately complete the daily functions associated with booking new, renewed, and modified loans to the appropriate loan accounting system. Job Duties and Responsibilities: Accurately and efficiently onboard all new and modified commercial loans, business banking loans, corporate syndicated loans, real estate loans, construction loans, letters of credit, and consumer loans to the appropriate core loan accounting system. Review all executed loan documents and approvals to ensure timely funding of all new and modified loans. Responsible for accurate posting of all loan fees to loan accounting system. Responsible for reviewing and setting up all loan specific collateral and insurance records in the proper loan accounting system. Work with portfolio, client service, and relationship managers in gathering all the necessary documents and information to ensure the accurate onboarding of all loan types. Adhere to the agreed upon SLAs from the quality control team for loan boarding questions and errors. Participate in testing of boarding processes in loan accounting systems during annual releases and system upgrades. Maintain a basic knowledge of the various core systems to understand the impact of various field values. Perform various departmental administrative tasks, such as filing and maintaining storage records. Other Job Duties and Responsibilities: Assists in the development of new business for Firstrust. Is alert to expressed customers/prospect needs to suggest appropriate services. Directs customers to appropriate person to establish business relationships. Other duties as assigned. Physical and Sensory Requirements: Prolonged periods sitting at a desk and working on a computer. Understand and communicate instructions both in writing and verbally. Education, Training and Experience: College degree, preferred, in accounting, finance, or related field preferred or comparable experience in an operations, accounting, or finance role. Ability to analyze multiple pieces of data and formulate a sound conclusion. Possess strong work habits, attention to detail, and ability to work on a team. Demonstrates friendly, positive attitude, self-motivator. Intermediate to advanced knowledge of MS Office Suite. Strong organizational and accounting skills. Ability to multi-task with an excellent degree of versatility and flexibility. Work Schedule: Current job schedule is a 40-hour work week. Firstrust Bank provides equal employment opportunity without regard to race, color, creed, sex (including pregnancy), age, gender, (including gender nonconformity and status as a transgender or transsexual individual), physical or mental disability, religion, national origin, genetics, marital status, veteran's status, ancestry, citizenship, sexual orientation, or other characteristics protected by applicable law. This policy applies to all areas of employment, including, without limitation, recruitment, hiring, training and development, promotion, transfer, termination, compensation, benefits, and all other conditions and privileges of employment in accordance with applicable federal, state, and local laws. Firstrust Bank is an Equal Opportunity Employer. If you have a disability and need an accommodation to complete the application process, please email Firstrust Bank Human Resources Department HResources@firstrust.com. Include your full name, best way to reach you, and the accommodation needed to assist with the application process. Only reasonable accommodation requests related to applying for a specific position within Firstrust will be reviewed at the email address and phone number supplied. Please advise Firstrust of any accommodation you require to express an interest in a specific opening by emailing or calling: reasonableaccomdations@firstrust.com or 215-728-8265.