Loan Coordinator

Southern Bank; Doniphan (MO); On-site; USD 38,000 - 52,000; Full time

Job summary

Southern Bank in Doniphan, MO is seeking aLoan Support/Loan Administration professional to assist Loan Officers with the origination and servicing of loans.

You will interact with customers and internal teams to gather documents, process disclosures, and ensure accurate recording in core systems. This role requires attention to detail and solid knowledge of banking policies.

Qualifications

• High School diploma required or equivalent.
• Experience in customer service or loan administration preferred.
• Knowledge of general banking policies.
• Ability to work with colleagues on multiple projects and manage time effectively.

Responsibilities

• Obtain information for loan origination (credit reports, appraisals, title reports, insurance, flood certificates, searches).
• Answer loan customer calls and assist with routine inquiries on payoffs, ownership changes, note modifications, beneficiaries and other loan details.
• Prepare disbursement worksheets, loan documentation checklists, and other communications to document credit files.
• Ensure loan documents and customer information are scanned into the core system in a timely manner.
• File liens, deeds of trust, and notices of lien to protect the Bank’s collateral.
• Assist loan officer with HMDA and CRA compliance.
• Receive tracking reports and clear outstanding issues related to title policies, appraisals, inspections, etc.
• Perform clerical tasks such as filing, photocopying, faxing, scanning loan files, and organizing supplies.
• Act as liaison between loan officers and loan processing department.

Skills

Oral and written communication

Customer service

Detail-oriented

Multitasking

Education

High School Diploma

Knowledge of banking policies

Experience in customer service or loan administration

Tools

Microsoft Office

Job description

Job Details

Job Location: Doniphan Branch - Doniphan, MO 63935

Position Type: Full Time

Primary Purpose of Job

Assists Loan Officers in a variety of duties. Interacts with customers, Loan Officers, and Loan Processing personnel to complete a variety of tasks associated with the origination of loans and the servicing of existing loans. Assures tasks are completed accurately, timely and professionally to ensure prompt and professional service to internal and external customers.

Essential Functions and Performance Areas

• Obtains information related to the loan origination process including ordering credit reports, appraisals, preliminary title reports, insurance information, flood certificates, Secretary of State searches and various other items.
• Answers loan customer phone calls and assists customers with routine inquiries regarding payoffs, changes of owner, note modifications, beneficiaries and other loan details.
• Assists in the preparation of disbursement worksheets, loan documentation checklists, and other communications necessary to properly document the credit files.
• Ensures that all loan documentation and customer information is scanned into the core system in a timely manner.
• Ensures that all liens, including deeds of trust and notice of liens are filed in a timely manner in order to protect the Bank’s lien on collateral.
• Assists loan officer in ensuring that all loan-related compliance is followed, including HMDA and CRA.
• Receives tracking report and ensures that outstanding issues regarding title policies, vehicle titles, appraisals and appraisal checklists, construction inspections, etc. are properly received, documented and cleared from the report.
• Completes clerical tasks such as filing, photocopying, faxing documents, scanning loan files and organizing and maintaining supplies.
• Acts as liaison between loan officers and loan processing department.

Qualifications

• Ability to effectively work with colleagues and on multiple projects simultaneously, managing time and resources to ensure work is completed efficiently and within established timeframes.
• Effective oral and written communication skills.
• Good customer service skills.
• Proficiency in Microsoft Office products.
• Highly attentive to detail and able to multi-task in a fast-paced environment.

Education, Training and Experience Requirements

• High School Diploma.
• Previous experience in customer service or loan administration.
• Knowledge of general banking policies and procedures.

Core Competencies

• Family & Trust: Build relationships based on trust and mutual respect, maintain an inclusive and honest environment and uphold integrity and transparency in all interactions.
• Rooted & Service: Commit to serving customers, communities and teams with purpose, professionalism and respect, while effectively communicating and actively listening to meet their needs.
• Innovation & Strength: Foster collaboration and continuous improvement, encourage visionary thinking and strive for excellence to drive the organization forward.
• Building Customer Loyalty: Effectively meet customer needs; build productive customer relationships; take responsibility for customer satisfaction and loyalty.
• Applied Learning: Assimilate and apply new job-related information in a timely manner.
• Quality Orientation: Accomplish tasks by considering all areas involved, no matter how small; show concern for all aspects of the job; accurately check processes and tasks; be watchful over time.