First National Bankers Bank
Summary
The position is in charge of loan servicing after the transaction has closed. This includes communicating with Commercial Loan Officers and personnel at customer banks, routing loan-related documentation to lenders, and obtaining proper approval prior to updating ticklers, working daily tracking reports, performing routine and intermediate loan processing and administration duties and maintaining good customer relations. Maintain a positive attitude and demonstrate exceptional work ethic. The position requires expertise of all aspects of post‑closing loan servicing, and at levels II and III, the incumbent is expected to train and support less experienced loan servicing experts and other staff members. Follows policies and procedures, completes administrative activities accurately and on time and upholds the Bank's core values. Assures compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations.
Benefits
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Dental insurance
Employee discounts
Health insurance
Opportunity for advancement
Paid time off
Parental leave
Training & development
Vision insurance
Wellness resources
Essential Duties and Responsibilities
Requests and processes tickler and exception items timely and frequently.
Checks prior day payments, advances, maintenance, and rate changes and presents findings to the Loan Operations Manager's attention.
Receives approval by Loan Closers prior to marking an exception as received.
Correctly indexes tickler and exception items.
Updates the required date in tracking system when updates are received on tickler items.
Verifies all insurance policies have appropriate deductibles and coverage amounts.
Send force placed letters on expired insurance policies.
Requests a copy of force placed letters on expired insurance policies on purchased participations.
Provides effective customer service both internally and externally and assists in resolving problems within given authority.
Processing direct and participated loan payments and advances, including the downstream portion.
Collecting funds owed on downstream loan advances.
Paying funds received owed to downstream banks.Calculating loan pay‑off amounts for all types of loans.
Verifying the principal and interest balances on each loan when a payment received.
Processing incoming and outgoing wire transfers.
Logging payments and advances not yet processed on the loan clearing spreadsheet daily.
Answering the phone; responding to loan officer or customer inquiries relative to account balances, loan balances and payoff requests.
Assisting in cross‑training less experienced loan servicing personnel in all loan servicing functions.
Creating checklists and writing procedures for department.
Assisting with department projects.
Additional Desired Knowledge, Skills and Experience
Microsoft Excel, Word and Outlook (Basic)
Bank loan systems
Bank deposit systems
Imaging systems
Accounting and General Ledger
Seniority level Not Applicable
Employment type Full-time
Job function Finance and Sales
Location Lake Mary, FL
Salary $60,000.00 - $80,000.00
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Benefits
401(k) matching
Bonus based on performance
Company parties
Competitive salary
Dental insurance
Employee discounts
Health insurance
Opportunity for advancement
Paid time off
Parental leave
Training & development
Vision insurance
Wellness resources
Essential Duties and Responsibilities
Requests and processes tickler and exception items timely and frequently.
Checks prior day payments, advances, maintenance, and rate changes and presents findings to the Loan Operations Manager's attention.
Receives approval by Loan Closers prior to marking an exception as received.
Correctly indexes tickler and exception items.
Updates the required date in tracking system when updates are received on tickler items.
Verifies all insurance policies have appropriate deductibles and coverage amounts.
Send force placed letters on expired insurance policies.
Requests a copy of force placed letters on expired insurance policies on purchased participations.
Provides effective customer service both internally and externally and assists in resolving problems within given authority.
Processing direct and participated loan payments and advances, including the downstream portion.
Collecting funds owed on downstream loan advances.
Paying funds received owed to downstream banks.Calculating loan pay‑off amounts for all types of loans.
Verifying the principal and interest balances on each loan when a payment received.
Processing incoming and outgoing wire transfers.
Logging payments and advances not yet processed on the loan clearing spreadsheet daily.
Answering the phone; responding to loan officer or customer inquiries relative to account balances, loan balances and payoff requests.
Assisting in cross‑training less experienced loan servicing personnel in all loan servicing functions.
Creating checklists and writing procedures for department.
Assisting with department projects.
Additional Desired Knowledge, Skills and Experience
Microsoft Excel, Word and Outlook (Basic)
Bank loan systems
Bank deposit systems
Imaging systems
Accounting and General Ledger
Seniority level Not Applicable
Employment type Full-time
Job function Finance and Sales
Location Lake Mary, FL
Salary $60,000.00 - $80,000.00
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