Loan Booking Specialist II

UMB Financial
Kansas City
Workplace: HybridFull timeFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: []

Book new, renewed, and charge-off consumer and commercial loans to the core processing system as part of the Credit Oversight team. You’ll initiate wires, park uploads of general ledger tickets, input required escrow, compliance, and credit analysis data, and perform second-day review and error resolution for maintenance transactions. Determine and enter relationship and collateral information to ensure accurate loan processing.

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UMB Financial
UMB Financial
2 months ago

Loan Booking Specialist II

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Status: Live

Job Summary

Book new, renewed, and charge-off consumer and commercial loans to the core processing system as part of the Credit Oversight team. You’ll initiate wires, park uploads of general ledger tickets, input required escrow, compliance, and credit analysis data, and perform second-day review and error resolution for maintenance transactions. Determine and enter relationship and collateral information to ensure accurate loan processing.
Location: Kansas City
Workplace: Hybrid
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Book new, renewed, and charge-off consumer and commercial loans to the core processing system
  • •Initiate wires
  • •Park uploads of general ledger tickets
  • •Enter required escrow information, compliance and credit analysis data into the core processing system
  • •Conduct second-day review of maintenance transactions and resolve errors

Pay and Benefits

Perks:Paid Leave401kPaid HolidaysHealth InsuranceDentalVisionFlexible SpendingDependent CareAdoption AssistanceEmployee AssistanceGym Membership

Key Requirements

  • •High school diploma or equivalent
  • •2 years of commercial and/or consumer loan experience
  • •Strong knowledge of Microsoft Office products
Experience:2+ years
Education:High School
Tech Stack:Microsoft Office

Company Brief

UMB Financial
UMB Financial is a diversified financial holding company offering commercial banking, treasury management, payment solutions, trust services, and asset servicing. It serves businesses, institutions, and individuals through banking and financial products across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1913
WebsiteLinkedIn