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Loan Boarding / Service Release SME

Remote: 
Full Remote
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Offer summary

Qualifications:

Strong Excel knowledge with intermediate expertise in Hlookup and Vlookup., Basic SQL understanding for servicing queries and data extractions., Project management and organizational skills to handle large volumes of data., Experience in loan servicing and documentation processes..

Key responsabilities:

  • Manage servicing release loans and send goodbye letters.
  • Review requests for boarding and funding for accuracy and completeness.
  • Enter critical data for reporting from various loan documents.
  • Set up entities related to loans and ensure proper records are established.

Consolidated Analytics logo
Consolidated Analytics https://www.consolidatedanalytics.com
501 - 1000 Employees
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Job description

Responsibilities

  • Responsible for servicing release loans, sending goodbye letters, reviewing outages, and balancing each transfer
  • Reviews all requests for boarding & funding for approval, completeness & accuracy.
  • Responsible to enter critical data and information for reporting purposes gleaned and/or translated from the Credit Approval Document, Loan Documentation Checklist, or other documents which supports governmental, regulatory, and General Ledger/Financial and management reporting
  • Set up all entities, including borrowers, co-borrowers, and guarantors. Additionally, for all parties to the credit, ensure CIS records have been established prior to funding the loan.
  • Determines causes of rejected items and process corrections. Balances work and prepare appropriate GL entries to various cost centers as required.
  • Strong excel knowledge intermediate expertise to perform regular Hlookup, Vlookup, and any other organizational boarding file prep
  • Appending and managing large volumes of data from multiple sources
  • Strong project management skills and organizational skills managing a large volume in a short period of time
  • Basic SQL understanding related to servicing queries and data extractions or entry level knowledge and editing

Benefits

  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Life & Disability Insurances

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Microsoft Excel
  • Organizational Skills

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