AVP: Senior Loan & Relationship Lead

Susser Bank; Dallas (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Susser Bank is seeking a diligent Loan Documentation Specialist in Dallas to oversee loan and credit files, prepare documents, and support loan officers. The role includes processing new and renewal documents, coordinating appraisals, and closing loans in person with customers.

The ideal candidate has an associate degree or equivalent with five years in financial services, strong accuracy, and proven communication skills. Equal opportunity employer with a focus on integrity.

Qualifications

• Associates Degree or equivalent education and experience required.
• Five years of job-related experience required, preferably in the financial industry.
• Strong detail orientation and ability to manage multiple tasks.

Responsibilities

• Oversees development and maintenance of loan/files, prepares loan documents for officers.
• Provides clerical and customer service support to the bank lobby.
• Processes new and renewal documents, and renewals on real estate files.
• Prepares cost breakdowns for appraisal department and loan setup sheets.
• Processes and closes loan documents in person with customers.
• Communicates loan status with various departments and customers.

Skills

Microsoft Office

Loan Origination Software

Jack Henry

LaserPro

ppdocs.com

Accuracy

Analytical skills

Time management

Verbal communication

Education

Associate degree or equivalent

Tools

Jack Henry

LaserPro

Loan Origination Software

ppdocs.com

Job description

Susser Bank is seeking a diligent Loan Documentation Specialist in Dallas to oversee loan and credit files, prepare documents, and support loan officers. The role includes processing new and renewal documents, coordinating appraisals, and closing loans in person with customers.

The ideal candidate has an associate degree or equivalent with five years in financial services, strong accuracy, and proven communication skills. Equal opportunity employer with a focus on integrity.