Loan Docs & Operations Specialist

Citizens Alliance Bank; Northern (KY); Hybrid; USD 38,000 - 52,000; Full time

Job summary

Citizens Alliance Bank is seeking a Loan Admin Clerk to assist in coordinating loan documents for closing consumer, commercial, and real estate loans, ensuring full compliance and quality for funding. The role involves resolving document issues through collaboration with the lending team and improving loan operations policies.

The position also handles customer inquiries, daily transactions, and maintains loan documentation files while meeting customer service goals and corporate standards.

Qualifications

• Required - High School diploma or GED, etc.
• Required - Continuing Education to maintain job knowledge.
• Preferred - Three to Five years of banking experience.
• Preferred - Three to Five years Administrative experience and/or customer service experience.
• Preferred - Proficiency in Microsoft Suites.

Responsibilities

• Coordinate loan documents for closing of consumer, commercial, and real estate loan products, ensuring compliance and quality.
• Respond to customer inquiries and issues; handle daily transactions as per bank policies.
• Maintain and organize loan documentation files and process payments.
• Collaborate with Loan Officers and customers to resolve issues efficiently.
• Analyze credit tracking reports and perform credit/flood checks as part of loan administration.

Skills

Customer service

Education

High School diploma or GED

Continuing Education to maintain job knowledge

Tools

Microsoft Office

Job description

Citizens Alliance Bank is seeking a Loan Admin Clerk to assist in coordinating loan documents for closing consumer, commercial, and real estate loans, ensuring full compliance and quality for funding. The role involves resolving document issues through collaboration with the lending team and improving loan operations policies.

The position also handles customer inquiries, daily transactions, and maintains loan documentation files while meeting customer service goals and corporate standards.