PFD Loan Boarding Processor II

$18.00 hourly
  • Bank of the West
  • San Ramon, CA, USA
  • Mar 25, 2019
Full time Accounting Banking Finance Human Resources

Job Description

JOB ID: 042516

At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.

Job Description Summary

Responsible for performing a variety of duties related to auditing, boarding, and funding of loans and lines of credit on the accounting systems while providing a high level of customer service to internal and external customers and ensuring Service Level Agreement (SLA) turnaround times are met. Researches and follows up on out of balance transactions and past due items for cost center general ledger.

Essential Job Functions
  • Audits loan/line packages to verify all documents were returned, signatures are present where needed, and no strikeovers have occurred.
    Boards loans and lines of credit to the bank's loan accounting system through the use of the New Account Setup (NAS) interface built into the Appro application processing system.
    Funds loans/lines as necessary via Bottom-line and WebDirect, and/or prepares deposits/general ledger tickets.
    Performs callback process on loans/lines boarded the previous day to ensure complete and accurate loan setup and coding.
    Researches and follows up on missing/incorrect documents with branch personnel.
    Prepares loan/line files for imaging.
    Provides additional support to other areas of DCL Operations as required.
  • Prepares Regulation Z violation letters and forwards to branch management. Also distributes letters to defined corporate distribution list.
Other Job Duties
  • Performs other duties as assigned.
 
Qualifications
 Required Experience
  • Requires basic job knowledge of systems and procedures obtained through prior work experience or education.
  • Requires 3 years minimum experience.
  • May require vocational or technical education in addition to prior work experience.

Education
  • High School Diploma or GED Required

Skills
  • Good knowledge of consumer loan and line documentation.
  • Good knowledge of consumer loan compliance regulations.
  • Good knowledge of MS Windows and MS Office software, including Word and Excel.
  • Attention to details.
  • Ability to be a team player.
  • Ability to work in a fast-paced environment.
  • Written and verbal communication and interpersonal skills.
 
 
Matthew Stearns