Summary
Support the bank’s Loan Operations department by performing a wide range of
functions related to the servicing and maintenance of commercial and business
loans. This role ensures the accurate handling of financial transactions, loan
records, and operational workflows while providing responsive support to
internal business partners.
Responsibilities
* Process commercial and business loan transactions and related disbursements.
* Respond to inquiries from lending staff and internal partners regarding loan
activity and systems.
* Prepare and communicate payoff calculations, amortization schedules, and
related loan figures.
* Perform loan system updates and maintenance to ensure accurate records.
* Reconcile assigned loan‑related general ledger accounts and resolve
discrepancies.
* Support participation and syndication loan processes by preparing
notifications, processing transactions, and booking post‑origination tracking
loans.
* Interpret loan documents and perform timely checkbacks to ensure accurate
booking of new, renewed, and modified commercial and business loans.
* Complete verification procedures, including wiring instructions confirmations
and loan confirmations.
* Manage returned loan correspondence and ensure records are updated
appropriately.
* Adhere to company policies, regulatory requirements, and departmental
standards.
* Complete required training and uphold the company’s mission, vision, and
values.
* Embrace RPA (Robotic Process Automation) and AI-driven tools to improve
workflow efficiency.
* Protect all client and bank information confidentially and follow all company
policies.
* Complete monthly training in a timely manner to ensure knowledge of bank
regulatory requirements, policies, and procedures.
* Other specified duties as assigned.
Compensation & Benefits
The Commercial Loan Acctng Rep II position pays a minimum of $25.00 per hour.
Full‐time associates are eligible for our benefits package:
* Medical
* Dental
* Vision
* 401(k) plan
* Company paid life insurance
* Short and Long-term disability insurance
* Company paid vacation, paid leave and holidays
This position will remain open until a qualified applicant is hired.
Qualifications
Skills
* Strong attention to detail and accuracy.
* Ability to organize and prioritize work effectively.
* Excellent written and verbal communication skills.
* Proficiency in Microsoft Office suite, including Excel.
* Proficiency in Microsoft Office 365 and Copilot required.
Education & Experience
* High school diploma or equivalent required.
* 3-5 years of experience in banking, lending, or related financial operations
preferred.
Physical Requirements
The work environment is typical of a standard office or retail banking setting.
The position is sedentary, involving sitting most of the workday; however, the
position will involve moving about the workspace to reach entrances/exits,
restrooms, conference rooms, or other areas within the work environment.
Reaching may be required involving the ability to move arms in any direction.
Office equipment, such as a computer and telephone, will be used requiring the
ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher
a computer screen or written documents is necessary. The ability to express or
exchange ideas; impart information to clients, coworkers, or the public; or to
convey detailed or important instructions; is required. The ability to receive
and understand detailed information shared through oral or written communication
is required. Position requires lifting and/or the exerting of up to 10 pounds of
force.