Loan Funding & Boarding Specialist II

At Univest, we believe great work starts with great people, and we’re looking for a detail-oriented, dependable professional to join us as a Loan Funding & Boarding Specialist II. In this role, you’ll be a key part of the team behind the scenes, helping ensure loans are funded accurately, efficiently, and with the high level of care our customers and teammates count on. If you take pride in precision, enjoy solving problems, and want to be part of a company that values relationships, collaboration, and doing the right thing, we’d love to meet you.

Process requests to funding and fee request loans in a timely fashion while ensuring that all policy and regulatory requirements are met. 

Process general ledger entries, complete wire transfers, daily loan settlements and balance accounts as needed with great accuracy. 

Perform all funding processes for Capital Investments group 

Accountable for interpreting and translating Consumer and Basic Commercial loan documents for entry to the Jack Henry Silverlake operating system with great attention to detail and accuracy. 

Collaborate effectively with lenders and administrative assistants to efficiently resolve discrepancies with funding and fee requests, documentation discrepancies, scanning issues, and other issues that arise. 

Reply to or refer to proper team all lender, customer and financial institution inquiries regarding servicing issues for commercial loans    

Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct. 

Perform other duties as assigned. 

High School Diploma or GED equivalent with minimum of 3 years bank loan operations experience  

Excellent customer service, written/verbal communication, and telephone skills  

Advanced comprehension of mortgage, commercial, consumer loans  

Ability to read and comprehend complex loan contracts  

Ability to perform loan accounting computations, including interest accruals, payment amortizations, billing calculations 

Ability to work independently, organize, prioritize and enter data quickly and accurately to meet deadlines, including end of month activity 

Excellent problem solving and organizational skills 

Advanced PC and word processing skills required to utilize varying proprietary Windows based software applications 

Familiarity with Jack Henry, Synergy, Encompass, and Salesforce/nCino preferred 

Wage Range:

The salary for this position ranges from $17.50 to $30.48 per hour                                                                                                                                    

Benefits Overview:

Univest offers a comprehensive benefits package that includes:

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): 15 days annually (prorated your first year)
• Short Term Disability: 12 weeks of sick time with a doctors note after 6 months of service
• Holiday Time Off: 11 paid holidays
• We offer company paid life insurance: as well as other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
• Discounts: on loan products
• Professional development trainings

Click here for Benefit Information

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An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.