Consumer SB Loan Onboarding-Funding Specialist

Take the next step toward your new career today!

Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country!

The Consumer and Small Business Loan Onboarding-Funding Specialist is responsible for the proper booking and funding of all types of Consumer loans.


Key Responsibilities:

• Review, fund and book all consumer and small business loans to the loan accounting system.

• Process loan advances, loan payments and rate changes.

• Updates and maintains loan transactions to the loan accounting system.

• Determine loan funding eligibility from review of the loan documents.

• Update loan record data after funding process.

Competencies Required

• Strong understanding of mathematics.

• Strong analytical skills.

• Good written and verbal communication skills.

• Proficient with Microsoft Office (Word, Excel, and Outlook).

• Familiarity with loan software such as AccuSystems, PayPlus, nCino, iLien, Bancline is a plus.

Qualifications:

Minimum Qualifications/Experience

• 3+ years loan operations funding experience including consumer, small business transactions.

• 3+ years professional/business experience in financial services, or banking industry.

Formal Education & Certification

• High School diploma or equivalent required.

Work Statu

• Full-Time

Supervisory Responsibility

• None.

Travel

• 0% - No travel expected

Working Condition

• Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking or standing for brief periods, and occasionally lifting and carrying articles like, files, ledgers, folders, etc.

Disclaimer:

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.

Woodforest is an Equal Opportunity Employer, including Disability and Veterans.