Posted 1 month ago
Note Clerk
Eagle PassOn-siteFull-time
AI Summary
The Note Specialist books new loans and modifies existing loans on the bank’s core system, processes loan proceeds, reconciles loan data, and maintains loan documentation.
About this role
IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers and communities.IBC bank hirestalented, creative and dedicated individualsto help our business succeed.We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence.We are currently seeking to fill positions across all business segments. IBC's focus is to be customer centric and strive to provide excellent customer experience.
Time Type:
Full timeThis is an in-office position.
Department:
203 Note DepartmentJob Summary:
The Note Specialist is responsible for booking new loans and modifying existing loans on to the bank’s core system.Job Description:
ESSENTIAL JOB FUNCTIONS
The statements on this job description are intended to describe the general nature of level of work being performed by incumbents. They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents.
- Process loan proceeds according to the funding instructions and make the appropriate general ledger account entries for fees collected
- Boards new loans, renewals, and process modifications onto the bank’s core banking platform
- Audits system maintenance journals to ensure data accuracy
- Prepares daily, monthly, and quarterly loan reconciliations across multiple general ledgers
- Coordinates the timely and proper posting to the loan account
- Creates interest calculations as necessary and reconciles against the bank’s core system
- Maintains accurate and complete records of original loan documentation
- Delivers accurate and timely loan payoff requests
- Prepares loan portfolio reports used in various management meetings
- Assists lending personnel with customer requests relating to loan history activity
- Other duties as assigned
SKILLS
- Excellent verbal and written communication skills required
- Excellent organizational skills with the ability to manage multiple on-going assignments
- Possess very strong technical/computer skills including Microsoft Word, Excel, and Outlook preferred
- Bilingual in English and Spanish preferred
EDUCATION & KNOWLEDGE
- High School Diploma or GED required
Skills
Core Banking PlatformExcelGeneral Ledger AccountingInterest CalculationLoan Payoff ProcessingLoan Portfolio ReportingLoan ReconciliationMicrosoft OutlookMicrosoft Word
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