Job Title: Loan Application Support Specialist

Reports To: Loan Application Support Manager

Direct Reports: N/A

Salary Grade: 8/8A

SUMMARY

Provides system software support for all loan related software programs. Assists with conversion of the loan portfolio of acquired banks to UCB systems. Ability to lead training sessions on supported applications and processes Maintains loan products, documentation, and specifications on core, document preparation, and decisioning software systems and any other supported applications for which employee is responsible. Serves as primary resource in coordination of the testing and implementation of new releases and enhancements to all loan-related systems and ancillary programs.

EDUCATION AND EXPERIENCE REQUIREMENTS

• Bachelor’s degree in Business, Information Technology or similarly applicable field preferred
• Minimum of 5 years’ experience in banking and loan-related department
• Minimum of 5 years’ experience on Fiserv Premier preferred
• Strong computer skills
• Proficient in Microsoft Word, Excel, and PowerPoint
• Solid understanding of loan accounting procedures
• Strong knowledge of risk and controls as applies to production systems 
• Solid knowledge in handling all types of loan products including, but not limited to, loan participations, SBA loans, and general ledger account balancing procedures
• Strong interpersonal, communications and organizational skills
• Develop and prepare training materials and conduct employee development classes
• Work in a team-oriented environment
• Ability to clearly articulate messages to a variety of audiences 
• Ability to establish and maintain strong relationships 
• Ability to influence others and move toward a common vision or goal 
• Flexible and adaptable; able to work in ambiguous situations 
• Organized with a natural inclination for planning strategy and tactics 
• Problem solving and root cause identification skills 
• Travel and stay overnight, when needed
• Attend seminars and in-house training programs
• Continually assess changing situations and prioritize work accordingly
• Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.

JOB FUNCTIONS

• Answer basic and advanced questions pertaining to loan systems which include the following:

• Balancing of loan applications
• Deferred fee and cost processing 
• Exception item and non-post issues
• Late charge processing
• Participation payment processing
• Payment posting and reversal-related issues
• Revolving lines of credit
• Shadow loan accounting
• Variable rate settings

• Credit reporting set up and system trouble shooting for banks
• Maintain changes to core system parameters, screens, and interfaces
• Provide conversion assistance on all loan application systems
• Design and produce Business Analytics “ad hoc” reports for Lines of Businesses supported
• Design and support data maintenance scripts using EnableSoft Foxtrot or other mass maintenance tools 
• Develop and conduct loan training classes as needed for core, documentation, and decisioning systems
• Develop policies and procedures for Loan Application Support
• Development and testing of document preparation, decisioning, and core systems interfaces or middleware
• Maintain loan specification changes due to system upgrades, new releases, or product changes
• Maintain general ledger integration with loan products
• Review, test, document, and communicate all enhancements and upgrades to the core, documentation, and decisioning systems
• Subject matter expert for ‘Service Desk’ for escalated questions pertaining to any loan system application
• Other duties as assigned
• Responsible for being the liaison for business units and technology by supporting and implementing the technical solutions and system processes 
• Manages the progress and quality of a business application and process by gathering information and providing recommendations and plans as necessary 
• Install, configure, test, and maintain operating systems and application software
• Required to produce documentation such as systems requirements, designs, and plans as requested 
• Demonstrates commitment to meet deadlines and priorities, understanding that overtime and after-hours/weekend work may be periodically required to complete the projects and initiatives assigned to the department 
• Assists with periodic testing and implementation of contingency plans to ensure availability of applications in case of system failure. 
• Interacts with supervisors and managers to determine requirements for new and modified software and hardware and provide recommendations for the advancement of technology within the Bank 
• Attend meetings with business to learn and document system requirements and procedures 
• Work with the Project Management Office on any initiative that affects our loan systems, including project definition, identification of necessary team members, interaction with appropriate vendors, and completion of required documentation
• Insure adherence to proper change management controls and processes as well as the associated documentation for compliance and regulatory purposes
• Through industry resources, stay abreast of all potential applications that could benefit the company, whether new or complimentary to existing solutions

SUPERVISORY RESPONSIBILITY

This position does not manager employees 

WORK ENVIRONMENT

UCB Footprint

POSITION TYPE

This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.

TRAVEL

This position requires up to 10% travel.

OTHER

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.