Commercial Loan Booking Specialist II

Support the Loan Operations department by ensuring accurate processing and maintenance of commercial and business loan accounts, handling related transactions, and providing responsive service to internal and external inquiries.

• Process and maintain commercial and business loan accounts for new, renewed, and modified loans in accordance with established procedures.
• Review loan documentation and system entries for accuracy and compliance.
• Perform routine account balancing and ensure proper handling of financial transactions.
• Post loan-related payments, advances, and adjustments as needed.
• Respond to inquiries and requests regarding loan accounts and operational processes.
• Monitor and process operational items such as invoices, reports, and other documentation related to loan servicing.
• Understand, communicate, and instill the Company’s mission, vision, and values (Pillars of Success).
• Complete monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.
• Working at the worksite during regular business hours and/or assigned hours.
• Other specified duties as assigned.

The Comm Loan Booking Spec II position pays a minimum of $25.00 per hour.

Full‑time associates are eligible for our benefits package:

• Medical
• Vision
• 401(k) plan
• Short and Long‑term disability insurance
• Company paid vacation, paid leave and holidays

This position will remain open until a qualified applicant is hired.

• Strong attention to detail and accuracy.
• Ability to organize and prioritize work effectively.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office suite, including Excel.
• Familiarity with loan origination systems (e.g., nCino, Salesforce, Baker Hill).
• Ability to learn and embrace RPA (Robotic Process Automation) and AI driven tools to improve workflow efficiency.

• High School diploma or equivalent, required.
• 3-5 years previous banking, lending, or related financial operations.

The work environment is typical of a standard office or retail banking setting. The position is sedentary, involving sitting most of the workday; however, the position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad.

The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires lifting and/or the exerting of up to 10 pounds of force.