Installment Booking Associate

$19.00

Recognizing and valuing diversity strengthens our ability to attract, retain and engage associates and reinforces our relationship within our communities. Our associates are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge and talent that our associates invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.

A Centier Associate is someone who embodies a servant heart, is unaccepting of anything less than remarkable service, and is self-motivated and driven to deliver exceptional results.

What are our values?  Our Corporate values are Caring, Loyalty, Integrity, Friendship, Fun....who wouldn't want to work for an AWARD-WINNING company that's built on these pillars?

What about the perks? Access to our Marathon Health Clinics which provide FREE visits & prescriptions, Generous Paid Time Off benefit, Tuition Reimbursement, 401K match, Associate Stock Ownership Plan, Daycare Reimbursement, FREE Onsite Fitness Center/Fitness Reimbursements, Health and Wellness Programs, the ability to have a voice with our Diversity/Equity/Inclusion Council, Career Growth, Work/Life Balance, AND MORE.

This department typically works Monday-Friday between the hours of 7am-5pm. Upon successful completion of training, this position may be able to work a hybrid schedule, working 2 days/week from home.

Supervisory Duties: None

Summary:

• Booking Installment Loans and Helocs to the CSI core system using the Laser Pro Interface using the scanned documents in Treev
• Booking TRIAD Loans, Heloc renewals and AOD’s manually to the CSI core system using the scanned documents in Treev
• Input verification of installment loans, TRIAD loans, and Helocs booked previous day to ensure all information input into CSI NuPoint is accurate and ensuring necessary corrections are made.
• Accountable for ensuring Compromised HELOC loans are processed by manually rebooking a new loan following the specific procedures for Compromised loans.
• Producing, printing, and mailing Welcome Letters for all new Commercial, Mortgage, Installment, TRIAD and RVC’s
• Check loan suspense recon daily and adding comments regarding new loans as to what stage the loan is currently at as well as items that need attention by using Image Research to locate items needing to be cleared.
• Distributing new loan reports to other associates in the department.
• Ensuring all procedures are current, accurate and have been tested
• Back up to Booking Mortgage Loans to the CSI system and processing the closing title packages.

The Associate will be expected to work on routine tasks following procedures and may occasionally involve non-standard assignments. Has a small amount of latitude for decision making to cure any inconsistencies although will need approval before final implementation. 

Essential Duties:

DAILY – shared tasks

• Book Installments, Helocs, Triads to CSI system.
• Check ins for new IL, RVC’s and ML’s that are booked.
• Heloc Modifications
• Compromised Heloc – Booking
• Update County Payee Codes and enter in Excel Spreadsheet, as needed

Daily tasks that are covered by IL Bookers alternating tasks weekly

• Loan suspense – input comments to the shared recon for each loan listed
• Distributing new loans to be book evenly between Il bookers
• Print IL Notes Paid report and log any TRIAD payoffs onto the TRIAD Report
• Print New/Renewed Report for IL’s and RVC’s and distribute to appropriate associates
• Print all check in sheets for New I/L Loans to be checked in and the check in stamp
• AOD booking to CSI
• Printing the welcome letters for all IL,RVC, ML and CL’s that were booked the previous day

Knowledge, Skills, and Abilities required for this position:

• Knowledge in Microsoft Word, Excel a must.
• Knowledge of NuPoint or Treev programs a plus. 
• Good communication skills and accurate data entry/typing skills.
• Ability to work through doc errors and communicate same to Doc Prep team. The ability to use office equipment such as phones, fax machines, and calculators.
• Must be able to work in a team environment as well as independently following procedures.

Minimum Qualifications:

• High School Diploma
• 1 year of Loan Servicing or related experience.

Internal Pay Level 6

What do I do now?

• Apply with us!
• Refer this opening to others!

Disability Accommodation Statement
Centier Bank is an Equal Employment Opportunity/Affirmative Action employer and is committed to providing reasonable accommodations to individuals with disabilities in the employment application process. If you need an accommodation due to a disability to use our online system to apply for a position at Centier Bank, please call us at 219-755-6160 or send us an email at [email protected]. 

Equal Opportunity Employer: Disability/Veteran
Centier Bank is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status. 

Member FDIC