Back Office Commercial Banking Specialist
$39,000–$52,000 year
HybridAmherst, New York, United States or Brooklyn, Ohio, United States
Job Summary
Process commercial monetary transactions, Dollar Transaction Forms, and Loan Initial Funding Requests via the Centralized Funding process. Balance general ledger entries through the Automated Posting Application and post DDA entries to the Hogan system. Handle fee waiver requests, payment history statements, and maintenance transactions on CLS including borrowing base ticklers. Conduct moderate analysis, review documentation for complex activities, and resolve billing inquiries or service requests. Escalate issues to Senior Specialists when necessary and communicate research results to requesters. Perform scheduled and non-scheduled loan maintenance while ensuring system integrity and accurate transaction completion.
Required Qualifications
- High School Diploma or equivalent work experience
- Minimum 2 years of experience
- strong knowledge of commercial loan servicing
- Attention to detail and ability to process multiple suspect reporting
- Solid understanding of accounting principles
- Moderate knowledge of banking policies, procedures, government regulations
- Ability to perform complex scheduled and non-scheduled maintenance functions
- Ability to diffuse difficult customer situations independently
Desired Qualifications
- Bachelors degree in Finance or Accounting
- Excel experience
- Commercial loan processing / Residential loan processing experience
- Familiarity with systems such as CLS/CL3 and LoanIQ
- Demonstrated leadership skills
- Strong analytical, research, and problem resolution skills
- Comfortable navigating multiple computer systems and applications to utilize resources to draw conclusions & solve complex challenges
- Excellent internal and external customer service skills
- Proven ability to process multiple suspect reporting
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