Card & Loan Operations Specialist

Farm-Bureau-Bank; San Antonio (TX); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Volunteer hours

401k match up to 5%

PTO & holidays

Life insurance

Long-term disability

Continuing education opportunities

Medical, dental, and vision coverage

Job summary

Farm Bureau Bank in Texas is seeking a detail-oriented Loan Servicing Specialist to support daily loan disbursement checks, card packet processing, and correspondence handling. You will manage documentation, communications, and servicing requests to keep accounts accurate and up-to-date.

In-office role requiring 2+ years banking experience, knowledge of loan operations, and strong regulatory awareness. Join a team focused on accuracy, service, and efficient processes.

Qualifications

• High school diploma or equivalent required.
• 2+ years banking, lending, loan servicing, or operations experience preferred.
• Experience reviewing loan documentation and funding consumer loans preferred.
• Experience working in a regulated financial institution environment preferred.
• Knowledge of consumer lending operations and loan servicing functions.
• Understanding banking regulations, including BSA, CIP, Regulation Z, Regulation E, Regulation B, and TILA.
• Strong attention to detail and organizational skills.

Responsibilities

• Print and process daily loan disbursement checks.
• Print and distribute credit card welcome packets and loan follow-up documents.
• Process returned mail and maintain appropriate documentation tracking.
• Participate in departmental phone queue coverage and maintain service levels.
• Review incoming loan documentation and correspondence from agents, dealerships, customers, and internal departments.
• Monitor and manage shared communication channels for timely requests.
• Process loan and card-related servicing requests, including account maintenance and inquiries.
• Perform account research and resolve operational issues.
• Review and reconcile daily reports for accuracy and completeness.
• Maintain accurate loan and card records.
• Assist with consumer loan funding and documentation processes.
• Communicate professionally with customers, dealerships, external and internal business partners.
• Support departmental projects, cross-training initiatives, and process improvements.
• Flexibility to work during Farm Bureau Bank’s hours; regular in-office attendance required.

Skills

Attention to detail

Organizational skills

Customer service

Communication

Education

High school diploma or equivalent

Job description

Why Us?The Farm Bureau Bank team is rooted in service, strong relationships, and meaningful results. We offer financial services that support hardworking individuals who recognize the vital role of farming, ranching, and agriculture across the United States. Beyond traditional banking, we cultivate lasting partnerships, nurture growth, and aim to support rural communities that are often underserved by the banking industry.Farm Bureau Bank. Not just branches. Roots.FBB team members enjoy competitive compensation and generous benefits.Affordable Medical, Dental and Vision coverageOutstanding 401k – Employer match up to 5%Paid Volunteer HoursAccrued Paid Time Off (PTO) & Paid HolidaysLife Insurance and Long-Term Disability (company paid)Continuing Education OpportunitiesView all available benefit options at Farmbureau.bank.What you'll get to do:Print and process daily loan disbursement checks.Print and distribute credit card welcome packets and loan follow-up documents.Process returned mail and maintain appropriate documentation tracking.Participate in departmental phone queue coverage and maintain established service level expectations.Review incoming loan documentation and correspondence from Farm Bureau agents, dealerships, customers, and internal departments.Monitor and manage the shared communication channels, ensuring requests are completed timely and daily workloads are current.Process loan and card-related servicing requests, including account maintenance and customer inquiries.Perform account research and resolve operational issues.Review and reconcile daily reports for accuracy and completeness.Maintain accurate loan and card records.Assist with consumer loan funding and documentation processes.Communicate professionally with customers, dealerships, external and internal business partners.Support departmental projects, cross-training initiatives, and process improvements.Flexible to work during Farm Bureau Bank’s hours of operation. Regular in-office attendance required.Perform other duties, as assigned.Education & experience:High school diploma or equivalent required.2 plus years of banking, lending, loan servicing, or operations experience preferred.Experience reviewing loan documentation and funding consumer loans preferred.Experience working in a regulated financial institution environment preferred.Knowledge of consumer lending operations and loan servicing functions.Understanding banking regulations, including BSA, CIP, Regulation Z, Regulation E, Regulation B, and TILA.Strong attention to detail and organizational skills.This position is required to work in the officeFarm Bureau Bank is an equal opportunity/affirmative action employer and complies with all applicable federal, state, and local fair employment practices laws. Farm Bureau Bank strictly prohibits and does not tolerate discrimination against team members, applicants, or any other covered persons because of race, color, religion or creed, national origin or ancestry, sex (including gender, pregnancy, sexual orientation, and gender identity) age, physical or mental disability, citizenship, veteran status, or genetic information, or any other characteristic protected by applicable federal, state, or local law. All team members and anyone doing business with the Bank (including vendors, clients, and visitors) are prohibited from engaging in unlawful discrimination. This applies to all employment actions, including but not limited to, recruitment, hiring, training, promotion, discipline, compensation, benefits, and termination of employment.