Loan Booking and Funding Specialist

We have been voted one of the best companies to work for 3 years in a row, because we have developed a fun and inclusive culture that is at the forefront of how we operate. We only hire the best and most passionate talent and are proud to promote employees from within.

One Florida Bank was founded on the belief that when we work together, our goals are One. As a Florida-based bank, we are firmly rooted in our local communities, because building relationships one-on-one is the way business gets done. We are committed to knowing you personally, understanding your needs and goals, and providing the products and services that will support you along the way.

The Loan Booking and Funding Specialist will assist the commercial lending team with responsibilities in areas to include new loans, modifications, renewals, and construction loans.

ESSENTIAL DUTIES

• Responsible for the booking of all OFB Loans, including commercial, consumer, residential, equipment finance, and government guaranteed products.
• Quality review and management of original loan document tracking and archival.
• Onboarding of all ticklers, including collateral, insurance, and post-closing.
• Assist with SBA reporting and maintenance of government guaranteed loans through collaboration with the SBA closer and Windsor partners.
• Daily reconciliation of loan funding and fee accounting.
• Daily review of loans for quality control and management.
• Back up loan operations specialist with routine maintenance and serv icing responsibilities.
• Assist management with projects and duties as assigned.

ROLES AND RESPONSIBILITIES

• Add construction budget to necessary loans and process LIP advances.
• Process borrowing base reports and update loan availability on an ongoing basis.
• Manage and maintain tickler items for both insurance and original documents.
• Perform daily quality control review of original loan documents and booked/modified loans.
• Assist with projects within the department as needed.
• Comply with all regulations pertaining to BSA, USA PATRIOT ACT, AND OFAC requirements.
• Complete annual BSA training.
• Ensure management is informed of area activities and of any significant problems or concerns.
• Contribute to the fulfillment of the Bank objectives and goals.
• Ensure all confidential information in the work area is properly secured each day.
• Maintain privacy of customer account information.
• Other related duties as assigned.

SUPERVISORY RESPONSIBILITIES

• None

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education/Experience

• High School diploma or equivalent
• 3-5 years related experience.

Language and Interpersonal Skills

• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
• Ability to write reports, business correspondence, and procedure manuals
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
• Effective interpersonal relationships with management and team members
• A thorough understanding and application of all policies, procedures and regulations pertaining to the work of Loan Operations
• Ability to effectively manage time as related to daily tasks
• Ability to prioritize multiple demands in a high-pressure environment while maintaining professional demeanor
• Ability to operate in a team environment to accomplish shared goals

Mathematical Skills

• Ability to work with basic mathematic al concepts
• Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situation

Reasoning Ability

• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
• Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Computer and Office Equipment Skills

• Spreadsheet software (Microsoft Excel)
• Word processing software (Microsoft Word)
• Other Microsoft Office applications (Outlook, Teams, One Note, PowerPoint)
• Copier/Scanner

One Florida Bank supports a diverse workforce and is proud to have an engaged and inclusive culture that promotes equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. One Florida Bank conducts pre-employment background screening, credit checks and drug testing.

Should you have a disability and need assistance with the application process, please request a reasonable accommodation by contacting the HR Department.

What about the benefits?

We recognize all Federal holidays every year and we offer highly competitive benefits such as:

· 100 % employer paid Medical, Vision, Dental, STD, LTD and group life insurance for the employee

· 401(k) Safe Harbor Match

· Paid vacation and sick time plus 1 floating holiday

· Paid volunteer hours

· Wellness Program

· Shared leave program

· Tuition Assistance Program

· Pet Insurance

· Team Building activities