Senior Loan Boarding and Funding Specialist
$60,320–$66,560 year
On-site · Sacramento, California, United States
Job Summary
Senior Loan Boarding and Funding Specialist responsible for accurate loan boarding, funding, and payment-structure setup across systems; ensure funding conditions are met; perform reconciliation and exception resolution; support complex loan structures including participations, SBA, and syndications; maintain data integrity and regulatory compliance throughout the loan lifecycle; collaborate with multiple departments, balance and update borrower information, and cross-train in servicing functions to support operational coverage.
Required Qualifications
- Minimum of 5 years of experience in loan boarding, funding, or loan operations within a financial institution, including exposure to consumer, commercial, and mortgage lending products and the full loan lifecycle.
- Demonstrated strong understanding of core banking systems and data integrity, with experience in complex loan structures such as participations, syndications, or SBA programs, and advanced proficiency in system navigation and Microsoft Office applications.
- Advanced knowledge of accounting and regulatory requirements, including GAAP/FASB91 treatment and investor or secondary market guidelines, with the ability to identify discrepancies and ensure compliance throughout funding and boarding processes.
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