Insight Global is seeking a dedicated and detail-oriented Commercial Loan Booking Specialist to join the Commercial Loan Booking team for an initial 6-month contract role with intention to convert to a full time employee of First Citizens Bank. This role involves reviewing loan documentation for accuracy, ensuring systematic data entry, and managing and booking commercial loan renewals and modifications. The ideal candidate will have a background in lending, be a quick learner, and thrive in an environment with virtual meetings and trainings.
Key Responsibilities:
Review loan documents for accuracy and completeness.
Ensure all parts of loan agreements are correctly entered into the system.
Manage commercial loan renewals and modifications.
Handle high volumes of loan booking tasks
Track GL entries for loan bookings and fee collection
Perform quality control checks on loan servicing processes/entries.
Participate in remote meetings and training sessions.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
HR@insightglobal.com.
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https://insightglobal.com/workforce-privacy-policy/ .
Minimum of 1 year of experience in lending (servicing, booking, or both).
Experience with consumer, commercial, or both types of loans.
Proficiency in CRM systems and lending system knowledge.
Familiarity with Microsoft Outlook and Office (Word and Excel).
Ability to track GL entries and production metrics.
Strong attention to detail and accuracy.
Quick learner and self-starter who can manage tasks independently.
Excels with remote meetings and training.
Experience with Appian or similar workflow management tools.
Commercial lending experience.
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.