Commercial Loan Servicing General Ledger Support Specialist II - Brea (on-site)
Brea, CA, US, 92821
ABOUT THE ORGANIZATION
SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California middle-market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service companies, including small businesses and professionals.
The anticipated salary range for this role is between $45,000.00 and $63,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.
Our mission is to be "the bank of choice" for middle market and professional service companies by establishing long term customer relationships and loyalty, providing superior products and services through a core of highly skilled and seasoned bankers.
To achieve our mission to be the 'bank of choice' for middle market and professional services companies, we are focused on our vision to be the premier California regional business bank that can provide the sophistication and expertise of a larger institution with the personal 'high touch' services of a smaller bank.
Specialties:
Commercial Loans and Lines of Credit, Asset-Based Financing, SBA Loans, and Specialized Financing, Real Estate Loans, Cash Management Services, International Services
SUMMARY
Perform operational processing and support commercial lending, focused on monitoring and servicing commercial and business loan transactions, verifying, and reconciling various financial transactions in the general ledger, and creating various reports in support of the general ledger reconciliation process. Providing support to stakeholders on financial transaction matters and responding to inquiries related to the processing and/or reconciliation of general ledger transactions.
PRINCIPAL DUTIES & RESPONSIBILITIES
- Responsible for the daily General Ledger balancing.
- Process daily loan transactions, including but not limited to payments, payoffs, and advances.
- Processing non-performing loans and charge-offs.
- Perform quality control reviews to ensure transaction accuracy.
- Scanning/storing loan information and related documents.
- Conduct research necessary to address loan problems (data entry errors, payment exceptions/misapplications, etc.), resolve and communicate outcomes to appropriate parties.
- Respond to inquiries received, and initiate contact with others by phone and email regarding the Banks serviced loans.
- Responsible for adhering to and complying with all Bank policies and Federal and State banking laws and regulations.
- Other duties may be assigned.
POSITION SPECIFICATIONS
Experience-Minimum 2-3 years of experience in Loan Servicing with a concentration on Loan General Ledger Reconciliation, preferably with knowledge of C&I including Commercial Real Estate, Construction Loan and Syndication Loans.
Skills/ Qualifications:
- Working knowledge of loan documentation, loans systems, operations, and accounting.
- Superb organizational skills and detail oriented.
- Highly proficient PC skills including MS Excel and Word.
- Must be able to plan and monitor activities according to priorities and multi-task. Ability to analyze financial data, identify issues, and develop solutions.
- Demonstrate excellent listening skills and openness to feedback to enhance personal and team productivity and performance. Demonstrated positive and professional attitude and reliability.
- Ability to work independently within the scope of responsibilities for the position and completes assignments in a timely manner.
The preceding is intended as a guideline and is necessary for establishing and administering an effective compensation program. This is not intended to be an all-inclusive list of the duties, responsibilities, skills, and efforts associated with this position
EOE STATEMENT
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.
CCPA DISCLOSURE
Personal Information Collection Notice: This notice contains information under the California Consumer Privacy Act (CCPA) about the categories of personal information (PI) of California residents that SMBC MANUBANK collects and the business or commercial purpose(s) for which the PI may be used. We do not sell PI. More information about our collection and use of PI may be found in our CCPA Privacy Policy at https://www.smbcmanubank.com/privacy/ccpa-disclosure. Persons with disabilities may contact our Customer Contact Center toll-free at (877) 560-9812 to request the information in this Notice in an alternative format.
Nearest Major Market: Orange County
Nearest Secondary Market: Los Angeles