Loan Data Entry Specialist na Blue Sky Bank

Description

About the Role

We are seeking a detail-oriented and experienced Loan Data Entry Specialist to join our Loan Operations team. In this role, you will support the Managing Director of Loan Operations, Loan Operations Lead, and Loan Processing Team to ensure compliance with internal policies and regulatory requirements. You’ll play a key part in maintaining the integrity of our loan data, processing transactions, and supporting daily operational functions.

Key Responsibilities

• Performs daily data entry input into core system of new and renewed loans, required maintenance, loan advances and requested payments. 
• Performs review to ensure all conditions and prerequisites to close per loan approval have been met and funding entries to process are accurately reflected and are in balance.    
• Performs all required loan funding entries as disclosed on disbursement requests for new and renewed loans and loan advances.    
• Performs data entry as needed for monthly reporting for FHLB, SBA, and PCBB. Reviews internal reports to identify potential missing/incorrect data pertaining to loan accounts. Manages daily and monthly exceptions reports.  
• Reviews loan agreements and adds covenants and monitoring ticklers to tickler system as backup to primary.  
• Reviews daily maintenance and payment report to check maintenance was completed correctly day prior.  
• Periodically verifies documents are being uploaded properly.  
• Performs the responsibilities of a Loan Operations Specialist II and I as required and necessary. 
• Performs clerical duties including answering phones, assisting customers with questions and balance inquiries, or transferring to appropriate department/employee. 
• Files both physical and electronic loan documents as well as verifying that they have been filed correctly and clearly within the e-filing system.  
• Assists operations staff with daily responsibilities involving mailing notices, posting transactions, and facilitating officer or processor requests.  
• Reviews general ledger accounts, internal loan accounts, floor plans, and holding accounts. Resolving discrepancies, as necessary.  
• Reviews daily reports for transactional or system errors and provides management with reports necessary for compliance.  
• Performs operational duties including mailing paid outs, filing mortgages and UCCs, tracking property and flood insurance, processing participation payments, and facilitating officer or processor requests. 
• Processes entries for mortgage escrow transactions of loan escrow accounts.  May also need to Issue payments for insurance and taxes and back up primary for annual reviews. 

Requirements

Qualifications

• Education: Bachelor’s degree or equivalent experience in finance, accounting, or a related field preferred.
• Experience:
  • 3–4 years of loan servicing and data entry experience (required)
  • 2+ years of commercial and/or commercial real estate loan servicing (required)
• Strong attention to detail and accuracy.
• Excellent time management and organizational skills.
• Effective communication and problem-solving abilities.
• Adaptability and a customer-first mindset.

Why Join Us?

• Be part of a collaborative and supportive team.
• Gain exposure to a wide range of loan operations and compliance functions.
• Opportunity to grow within a dynamic and professional banking environment.