Commercial Booking Specialist

This position is Mobile by Design currently working two days per week in office and three days from home.

Hours:

Typical schedule is Monday through Friday - 8AM to 5PM with mandatory overtime during month end, quarter end, and high-volume time frames.

Candidates must have understanding and knowledge of the commercial and mortgage loan processes.

This position is responsible for the review of loan documentation for complex commercial loan clients and the booking of basic commercial loans. The incumbent will participate as a team member dedicated to supporting the growth and servicing of the Specialty lines of business and providing the highest quality of customer service to internal and external clients.

• Reviews loan document packages and ensures all documents are present to ensure Bank’s position.
• Identifies and cites loan exceptions as appropriate to ensure the communication of documentation issues.
• Interpret and book collateral associated with complex commercial loans.
• Book basic commercial loans, including lines for Letters of Credit and bought participations.
• Identify simple contradictions in documentation/booking requests and seek resolution from RM and/or Credit Officer.
• Facilitate simple validation of borrowing entity.
• Work in on‑line, image enabled work queues to ensure timely processing of tasks.
• Effectively utilize a dual‑monitor environment.
• Work in and support a virtual team environment.

• Best practice sharing.
• Accurate identification and indexing of task‑related documents.
• Answer customers’ basic questions and inquiries.
• Prioritize work for self and team.
• Commit to continuous improvement.
• Use online queues to ensure timely processing of tasks.
• Work in online image‑enabled work queues.
• Utilize dual‑monitor environment.
• Support virtual team environment.
• Research requests to a correct conclusion and effectively communicate the results.
• Attend and participate in documentation and booking classes.
• Provide discretionary judgment to accommodate documentation and booking inquiries.
• Act as team champion to assist team members.
• Review and book the most complex loans, including restructured and non‑performing assets.
• Understand and translate complex loan booking instructions.
• Partner with LOB and other operational areas to reach common goals.
• Build a network of internal/external resources to achieve goals.
• Take an active approach with clients in Sales and Credit Administration areas toward problem resolution.
• Act as trusted advisor with internal clients.
• Maintain a thorough knowledge of legal rules.
• Lead Loan Services with a positive and motivating attitude.
• Evaluate workflow to maximize productivity.
• Identify process improvements to continually improve customer relations and satisfaction.

• High School Diploma or equivalent.
• Knowledge of accounting principles.
• Ability to work under pressure and meet deadlines.
• Ability to make basic judgments and decisions.
• Good understanding of loan documentation and regulations relating to loans, as well as knowledge/experience of the loan accounting systems, monetary processing and some system maintenance functions.
• Proven strong customer service skills and work ethic.
• Proven analytical skills.
• Open minded and adaptable to new ideas in a changing environment.
• Expertise on accounting systems.
• Advanced knowledge of commercial loan documentation.
• Advanced knowledge of loan booking systems (commercial loan accounting system, as well as ancillary systems that provide support to commercial loans).
• Knowledge of commercial/consumer credit policies, products, and compliance regulations.
• Strong communication skills, both verbal and written.
• Fully embraces the high performing team concepts of empowerment, mutual success, and accountability.
• Maintain a thorough understanding of legal rules.
• Perform and participate in process and product projects.

• Laser Pro Lending
• Auto Loan Booking
• Windows and MS Office Products (Word, Excel)
• Lotus Notes
• CLS
• Hogan
• Key Net/Key for Business/Key Bulletins
• Credit Write‑Up Approval (CWA) on RMW platform
• Small Business Underwriting (SBU)
• CRINT (Credit Interface with CWA and SBU)
• Obligor Database
• nCino…