Loan Booking and Servicing Specialist

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Support Support Miramar, FL, US

3 days ago Requisition

JOB DESCRIPTION

TITLE

Loan booking and servicing specialist

COMPANY

INCUMBENT NAME

DEPARTMENT

Loan Operations

JOB CODE

ULTIPRO TITLE

LOCATION

Miramar

FLSA

Non-exempt

DATE CREATED

08/03/2026

KEY / SENSITIVE

SURVEY COMPANY

SURVEY CODE

This role provides operational support across both Loan Booking and Loan Servicing functions based on

business needs and volumes. Responsible for the booking and renewal processes of all loan packages,

booking them into the Core System while ensuring that all loan terms, conditions, and booking codes are

complete and accurate. Also responsible for the ongoing servicing and maintenance of all loan products,

while ensuring adherence to Bank policies and procedures, as well as servicing regulations.

DIRECT REPORTS

POSITION TO WHICH SUPERVISOR REPORTS

Head of Loan Operations

IMMEDIATE SUPERVISOR

Loan Processor Specialist lead

Loan booking and servicing specialist

OTHER POSITIONS THAT REPORT TO IMMEDIATE SUPERVISOR: Loan Processing Specialist II

ESSENTIALS OF THE JOB

Accountability

Booking

• Responsible for the registration of all loans (new and renewed) into the Banks’ Core ensuring at all times integrity of the data: terms, loan product, codes. Input all the necessary information in the Bank’s core system and/or workflow ensuring that the loans booked/renewed in the system contain all required information in order to properly service and report them.
• Process all loan disbursements properly according to funding instructions (for loans continue to be disbursed in a centralized manner) and balanced daily disbursements being handled in a decentralized manner. Ensure that loan disbursement instructions are balanced and are processed accurately.
• Backup for Loan Processing team lead
• Provide cross-functional support between Loan Booking and Loan Servicing based on operational priorities and volume fluctuations.
• Responsible for processing all loan payments and advances in an accurate and timely fashion ensuring proper loan accounting and compliance with federal regulations impacting the loan servicing area.
• Responsible for the mass payment processing and maintenance of the portfolio and other specialized loans in the portfolio.
• Responsible for the monitoring of SWAP loans ensuring that the loan and SWAP contract are maintained in balance.
• Responsible for monitoring and processing of participations and syndicated loans where the Bank is in lead position to ensure timely processing of payments to and from participants.
• Provide service to customers and banking officers as required in order to solve problems on a timely basis, including loan inquiry investigations in a timely manner.
• Responsible for the processing of all Special Assets loans transactions: risk code adjustments, loan restructures, non-accrual, charge-offs, REPOs, OREOs

Other Responsibilities

• Assist in the reconciliation of loan related general ledger accounts.
• Assist in reviewing loan operations reports to resolve errors and make proper adjustments when needed.
• Maintain and provide accurate Key Performance Indicators data pertaining to the position
• Complete audits as required.
• Perform other related duties and assignments as required, including special projects.
• Fill in for other functions within the department during absences.
• Stay abreast of changes to federal regulations that might directly affect the loan servicing area.
• Make recommendations on process improvements

MAGNITUDE:

Operating Budget (Including Payroll & Benefits):

$

$

Number of Direct Reports:

Exempt:

Nonexempt:

Total Employees Responsible For:

Exempt:

Nonexempt:

$

Problem Solving

• Ensuring that all loans are disbursed timely and accurately
• Acceptance of loan accounts documentation. Rejection of improper loan packages.
• Ensure data integrity at all times to avoid violations of government reporting, flood monitoring, losses in income.

Know How

Functional Skills & Knowledge Requirements:

Superior customer service skills required. Ability…