Firstrust Bank

  • Loan Processor - Business Banking

    Location US-PA-Conshohocken
    Job ID
    # Positions
    Pay Status
    Hourly / Non-Exempt
  • Objective

    Primary responsibility will be to receive and process loan packages utilizing nCino loan system. Order any/all 3rd party services required to process each file. Track all items ordered and received. Ensure all underwriting conditions are met and that any supporting documentation is uploaded to the loan system.  Provide superior customer service to borrowers, relationship managers, business developers, and branch managers to insure a professional and timely loan transaction.  Further, possesses knowledge and actively sells /promotes corporate products to potential and existing customers.


    • Setup and analyze all incoming loan files for all items needed to process the loan ie. approval, collateral, signers, guarantors etc.
    • Orders all necessary documents to complete processing, including; credit bureau reports, insurance binders and certificates, UCC, title and property searches, commercial and residential appraisals, payoff statements, business formation documents and other information needed, as directed by the loan approval. •Work with the loan originator to ensure that we have all the proper documentation needed to complete the file based on the product and the approval.
    • Communicates verbally and in writing to obtain complete and accurate documentation from customers, banks, vendors and varying other businesses and people as needed to complete loan processing.
    • Ensure all processing information has been added to the nCino loan system according to the efolder list.
    • Coordinate external activities with the title companies, appraisers, environmental companies and other pertinent parties.
    • Complete daily follow up on files to ensure all necessary documentation has been received by using the task/document tracking system in nCino.
    • Ensure that titles, appraisals, environmentals and incoming documentation are accurate and meet the approval of the loan as well as Bank guidelines.
    • Willingly performs all other duties and projects as assigned.

    Essential Functions

    While performing the essential functions of this position, the employee is regularly required to do sedentary work a majority of the time. This includes preparing and analyzing data and figures, operating a computer terminal with repetitive motion and handling phone inquiries. The incumbent will move about to various departments to exchange information, discuss policy and communicate directives. The employee is expected to draft and/or compile information for senior management. This position involves positioning oneself to retrieve and lift files and utilize office equipment.

    Knowledge - Skills & Abilities

    • Embraces technology. Works effectively though new system introductions/enhancements to better support processing function.

    • Retains excellent verbal and written communications skills for effective interactions with both internal and external clients.

    • Must be self-motivated and also work in a team environment.

    • Requires a high energy level and strong sense of urgency.

    • 3+ years of business loan processing experience is a preferred.


    Firstrust Bank is an Affirmative Action Contractor and is an Equal Opportunity Employer.

    Minority/Female/Disabled/Veteran/All Other Protected Statuses


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