Commercial Booking Associate

At Ocean First Bank, each one of our employees plays an important role in fulfilling the mission and taking responsibility to execute daily tasks in alignment with our core values. Together we foster an environment of respect, professionalism and diversity that makes Ocean First a great place to work and do business.

Great benefits include: on-site fitness facility at Red Bank and Toms River headquarter offices, employee perks & discount programs, tuition assistance, incentive compensation program, professional development opportunities, and more! Apply today to #Become Ocean First  and make an impact in the local community!

Prepare and board commercial loans as part of the Commercial Closing department. The primary function includes boarding internally prepared and outside counsel documented new loans, renewals, modifications and extensions. The Booking Associate ensures documentation is properly executed and processed on the Bank's core operating systems. In addition, the duties include conducting a second day review of boarded loans.

• Utilize the Commercial Loan and Business Banking Departments' operating systems in order to effectively board new, renewed, extended and modified loans.
• Ensure completion of assigned daily department second day booking verification requirements.
• Timely respond to inquiries from various servicing and lending departments regarding changes and modifications to existing and new loan boarding data for assigned loans.
• Maintain a thorough working knowledge of the nCino, relevant community banking platform and Premier operating systems (booking and reporting systems) and department procedures in order to effectively board new, renewed and modified loans.
• Review loan closing and modification documents and offer necessary changes to the Closing Department in connection with boarding and in response to inquiries for operation control group compliance.
• Knowledge of applicable compliance requirements for loan operations for response to booking inquires.

Knowledge, Skills & Abilities

• Proficient in MS Office Suite, Salesforce and Fiserv Premier programs.
• General knowledge of the lending process and ability to interpret the policies & procedures governing commercial lending.
• Good understanding of commercial loan documentation and concepts related to the loan booking process.
• Working knowledge of general regulations governing the banking industry, as well as agency guidelines and organization policies.
• Strong interpersonal skills, including ability to effectively communicate with internal commercial customers.
• Strong verbal and written communication skills.
• Detail-oriented with solid organizational skills
• Working knowledge of MS Office Suite, and documentation prep programs.
• Ability to maintain the confidentiality of credit and customer information.