At Bank of the West, our people are having a positive impact on the world. We're investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people's lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we're a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.
Job Description Summary
Responsible for performing a variety of duties related to auditing, boarding, and funding loans and lines of credit on the accounting systems while providing a high level of customer service to internal and external customers and ensuring Service Level Agreement (SLA) turnaround times are met. Data entry as needed. Pre-audit files. Special processing for pricing or audit/compliance items needed for Funding and/or Boarding.
Essential Job Functions
Audits loan/line packages received from the branches to verify all documents were returned, signatures are present where needed, and no strikeovers have occurred.
Boards loans and lines of credit to the bank's loan accounting system through the use of the New Account Setup (NAS) interface built into the Appro application processing system.
Manually boards single pay CD secured loans directly to the loan accounting system..
Funds loans/lines as necessary via Bottom-line and Web Direct, and/or prepares deposits/general ledger tickets.
Boards approved Goldline accounts to the deposit accounting system. This includes accounts approved through Appro as well as pre-approved accounts received directly from branches.
Performs callback process on loans/lines boarded the previous day to ensure complete and accurate loan setup and coding.
Researches and follows up on missing/incorrect documents with branch personnel.
Prepares loan/line files for imaging.
Other Job Duties
Enters the mortgage or deed of trust recording information into the CTS tracking system.
Provides additional support to other areas of Direct Lending Operations as required.
Performs other duties as assigned.
Requires broad knowledge of operational systems and practices typically gained through extensive experience and/or education.
Requires 5 years minimum experience.
May require vocational or technical education in addition to prior work experience.
Good knowledge of consumer loan and line documentation.
Knowledge of MS Windows and MS Office software, including Word and Excel.
Good knowledge of application processing software, Appro, Bottom-line and Account Loan System (ALS) preferred.
Proficient and accurate in data-entry.
Ability to be a team player.
Ability to work in a fast-paced environment.
Attention to details.
Customer service skills.
Personal computer skills.
Planning and organizational skills.
Written and verbal communication and interpersonal skills.
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.
Bank Of The West