Specialist - Loan Booking

Position Function:

Specialists are responsible for ensuring maximum efficiency in department operations; reviews existing procedures, workflows, and systems for opportunities to optimize employee work efficiency. Scope of work will cover various loan types, including residential mortgage, consumer, and commercial. General responsibilities involve loan funding, paying of invoices, payment posting, general ledger reconciliation, exception posting, payment calculation, loan reconciling and various other functions as assigned. Responsibilities also involve analysis, reports and related projects as directed by the manager/supervisor.

Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.

Primary Accountabilities:

• General Payments & Transactions functions which includes loan funding, paying of invoices, payment postings, general ledger reconciliations, exceptions postings and payment calculation and loan reconciling. Other miscellaneous duties as assigned including dealer reconciliation/funding, ACH returns, return items, stop payment processing, checking reconciliations. Analyze existing procedures and processes to identify opportunities for streamlining and automation and provide detailed recommendations to implement these opportunities.
• Research, respond and follow up on all inquiries received including by phone, email or mail.
• Monthly reporting of various GL to Controllers.
• Assist with special departmental, divisional or bank projects as necessary.
• Assists with the FISERV releases and application testing and updates as necessary.
• Image any and all documentation for work processed not limited to helping out other co-workers in the dept.

Minimum Qualifications:

Education:

• High School Diploma or GED equivalency required.

Experience:

• 1+ years of experience in Banking operation experience, including knowledge of bank products, services, and documentation required.
• 1+ years of experience in accounting, loan accounting, or consumer, commercial and/or residential mortgage loans (banking experience) preferred.

Physical Requirements & Working Conditions:

• Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated.
• Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications.
• Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions.
• Must be able to read and understand bank-related documents.
• Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.