Senior Loan Booking & Funding Specialist

Location

This position can be located at any Seacoast Bank office in Florida.

The Senior Loan Booking & Funding Specialist books all loan types, including complex loan structures, adhering to data quality guidelines and protocols to ensure the core loan system and investor accounting systems for Fannie Mae delivery are accurate, noting and correcting any errors or inconsistencies found. The Specialist processes funding requests, including participated and/or syndicated loans. Responsible for ensuring loan packages are received and executed in accordance with Bank policies, procedures, and regulatory compliance guidelines.

Performs balancing functions for general ledger accounts, including the ability to research outages. This role provides guidance to other associates, documents procedures, researches, and corrects issues. Implicit in the role is being a collaborative team player with strong customer service and communication skills. Must work in a fast‑paced, deadline‑driven environment while delivering the highest levels of customer service and provide support for department managers.

• Book and fund assigned new loans, including extensions, modifications, conversions, and renewals, using various loan origination systems or handbooks loan if necessary, and balance and process monetary transactions.
• Book participated and syndicated loans as well as specialty finance loans, including file maintenance for modifications, extensions, etc.
• Process draws and request funding from participating banks.
• Book closed loans accurately into servicing and investor accounting systems for Fannie Mae delivery; validate loan data integrity including note rate, UPB, product type, terms, MI coverage, and delivery commitments.
• Verify escrow, payment schedules, ARM parameters, and investor codes; ensure accurate loan boarding to the servicing system post‑funding; resolve onboarding issues that impact borrower billing or remittance.
• Research and resolve variances and investor inquiries; support audits, servicing reviews, and quality control findings.
• Maintain compliance with Fannie Mae Servicing Guides and internal policies.
• Partner with Servicing to resolve onboarding issues that impact borrower billing or remittance.
• Perform necessary tracking and all follow‑up activities required; work closely with other loan personnel to ensure accurate and timely booking of new loans.
• Assist co‑workers with daily work and carry out other duties and responsibilities as requested.
• Communicate with line personnel all missing information needed for booking.
• Process loan transfers per procedures.
• Balance general ledger accounts, including but not limited to Loan Control, following procedures for each account and performing any necessary research and corrections.
• Answer external customer and in‑house inquiries regarding all loan functions, always keeping customer service a priority.
• Provide assistance, guidance and training for users of loan systems/operations and coordinate with Team Lead to communicate system changes or problems to all areas of lending and customer service personnel involved.
• Receive faxes/emailed requests for commercial loan revolving line draws, verify availability of funds, and process draws.
• Assist with the creation and testing of systems, procedures and reports to control, balance and monitor accuracy of the loan system database and general ledger accounts.
• Process loan extensions, due date changes and loss mitigation modifications.
• Provide written correspondence to customer inquiries as applicable.
• Assist in the development, writing and maintenance of functional procedures, forms, audit, and compliance follow‑up.
• Participate in special Department projects and perform other department tasks as assigned.
• Support a quality partnership with Lending, Branch and Residential personnel to deliver superior customer service; adhere to the highest legal and ethical standards applicable to the industry while observing both the spirit and letter of government regulations and Bank policies and procedures.
• Ensure adherence to AML/BSA requirements, operational procedures, audit procedures,…