Loan Data Entry Specialist

Blue Sky Bank; Tulsa (OK); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

3 weeks PTO

401(k) with employer match

Medical, dental, vision insurance

Health Savings Account (HSA)

Flexible Spending Account (FSA)

Dependent Care FSA

Disability and life insurance

Job summary

Blue Sky Bank is seeking a detail-oriented Loan Data Entry Specialist to support loan operations, data integrity, and reporting. You will work with the Loan Operations team to ensure accurate funding, maintenance, and documentation in the bank's core system.

The role emphasizes regulatory compliance, quality data entry, and strong customer service to both internal staff and external customers. Onsite work in a collaborative banking environment is expected.

Qualifications

• Bachelor's degree or equivalent experience in finance, accounting or related field.
• 3–4 years of general banking experience and professional conduct.
• Strong written and verbal communication, analytical thinking, and attention to detail.

Responsibilities

• Perform daily data entry for new and renewed loans, loan advances, and payments in the core system.
• Review approvals and closing conditions to ensure funding readiness.
• Process loan funding entries and disbursements in balance with documentation.
• Maintain loan account information and perform servicing activities.
• Assist with monthly reporting including regulatory submissions.
• Review reports to identify missing or inaccurate loan data and resolve issues.
• Verify loan maintenance and payment processing accuracy.
• Ensure electronic documents are uploaded and stored properly.
• Assist customers and staff with loan inquiries and requests.
• Provide backup support for annual reviews and other duties.

Skills

Data entry

Customer service

Attention to detail

Analytical skills

Regulatory compliance

Education

Bachelor's degree in finance or accounting

Tools

Banking software

Job description

Description

Join Blue Sky Bank's team as a Loan Data Entry Specialist!

Support loan operations. Ensure accuracy. Drive compliance.

As a Loan Data Entry Specialist, you will play a critical role in supporting the Bank's loan operations by ensuring accurate loan data entry, funding, maintenance, reporting, and documentation. This position works closely with the Managing Director of Loan Operations, Loan Operations Lead, and Loan Processing Team to maintain compliance with bank policies and regulatory requirements while providing exceptional internal and external customer service.

Why Blue Sky Bank?

• Benefits – Enjoy a comprehensive benefits package that includes a starting accrual of three weeks of paid time off, a 401(k) plan with employer matching, and medical, dental, and vision insurance. Additional benefits include a Health Savings Account (HSA), Flexible Spending Account (FSA), Dependent Care FSA, voluntary accident and critical illness coverage, and 100% employer-paid short-term disability, long-term disability, and group life/AD&D insurance, as well as optional voluntary life/AD&D coverage.
• Operational Impact – Play an important role in the loan process by ensuring loan records, funding, and reporting are completed accurately and efficiently.
• Collaborative Environment – Work alongside loan operations professionals in a team-focused and supportive workplace.
• Career Development – Build expertise in loan servicing, regulatory compliance, and banking operations while advancing your banking career.

What You'll Do

• Perform daily data entry for new and renewed loans, loan advances, maintenance requests, and loan payments within the Bank's core system
• Review loan approvals and closing conditions to ensure all requirements have been satisfied prior to funding
• Process loan funding entries and disbursements accurately and in balance with approved documentation
• Maintain loan account information and perform required loan servicing activities
• Assist with monthly reporting requirements, including FHLB, SBA, and PCBB reporting
• Review internal reports and exception reports to identify and resolve missing or inaccurate loan data
• Review loan agreements and enter covenant tracking and monitoring ticklers as needed
• Verify the accuracy of loan maintenance and payment processing activities
• Ensure electronic loan documents are uploaded and stored properly within the Bank's filing systems
• File and maintain both physical and electronic loan documentation
• Assist customers and bank personnel with loan-related inquiries and requests
• Support loan operations staff with notices, transaction posting, and general operational duties
• Review general ledger accounts, internal loan accounts, floor plans, and holding accounts to identify and resolve discrepancies
• Review daily operational reports and assist management with compliance-related reporting
• Assist with mortgage filings, UCC filings, participation payments, insurance tracking, and paid-out processing
• Process mortgage escrow transactions and support insurance and tax disbursements
• Provide backup support for annual reviews and other departmental responsibilities
• Perform Loan Operations Specialist responsibilities as needed
• Recognize and report potential fraud, scams, phishing attempts, and other suspicious activity
• Stay current on banking regulations, security procedures, and compliance requirements

Requirements

Required Qualifications

• Education: Bachelor's degree or equivalent experience required; finance, accounting, or other business-related fields preferred
• Experience: 3-4 years of general banking experience
• Valid driver's license, proof of insurance, qualifying motor vehicle record report, and reliable transportation
• High level of professionalism and integrity
• Strong customer service and interpersonal skills
• Excellent written and verbal communication skills
• Strong analytical and problem-solving abilities
• Exceptional attention to detail and organizational skills
• Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment
• Ability to work independently and collaboratively as part of a team
• Flexible, adaptable, and committed to continuous learning
• Ability to work onsite and maintain regular attendance based on business needs

Preferred Qualifications

• 2 years of commercial and/or commercial real estate loan servicing experience
• 2 years of loan data entry experience
• Experience with loan funding, loan operations, and regulatory reporting
• Knowledge of commercial lending documentation and loan servicing processes