Loan Document Specialist

Yoakum National Bank

Yoakum (TX)

On-site

USD 45,000 - 60,000

Full time

9 days ago

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Benefits offered by this job

Insurance options
Paid Time Off
Company-matched 401(k) contributions

Job summary

Yoakum Bank seeks a detail-oriented Loan Operations Specialist for its Yoakum or San Antonio location. You will ensure accurate loan documentation, book loans, monitor exceptions, and support lending operations across the organization.

Ideal candidates have strong organizational and communication skills, proficiency with Word/Excel/Outlook, and familiarity with LaserPro, Abrigo, or Silverlake is a plus. Full-time, Monday–Friday, with benefits including insurance, PTO, and 401(k) matching.

Qualifications

  • High school diploma or equivalent required.
  • Detail-oriented with accuracy focus and strong communication.
  • Experience reading and applying loan docs and regulations preferred.

Responsibilities

  • Maintain loan documentation and loan files.
  • Perform loan booking and quality control reviews for accuracy.
  • Monitor and update loan exception tracking items.
  • Work daily loan operations reports and resolve items.
  • Process paid loan files, including releases of collateral.
  • Review loan docs and verify lien perfection.
  • Manage escrow processing for taxes and insurance with agents/counties.
  • Support Lenders, Lending Assistants, Credit Analysts, and Retail staff.
  • Assist with payment posting and other loan servicing tasks.
  • Perform other duties to support department operations.

Skills

Attention to detail
Communication skills
Organizational skills
Problem solving
Customer service
Teamwork
Microsoft Word
Excel
Outlook
Laws & regs interpretation

Education

High school diploma or equivalent

Tools

LaserPro Documents
Abrigo
Silverlake

Job description

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Description
We are seeking a Loan Operations Specialist in one of our 2 locations: San Antonio or Yoakum

Position: Full-Time
Schedule: Monday-Friday
Hours: 8:00 a.m. - 5:00 p.m.

Yoakum Bank is looking for a detail-oriented, dependable, and service-minded Loan Operations Specialist. If you enjoy working behind the scenes to ensure loans are prepared and closed accurately, staying organized, and supporting both customers and bank staff, we encourage you to apply.

In this role, you will help maintain the quality and accuracy of the Bank's loan portfolio by reviewing loan documentation, booking loans, monitoring exceptions, performing quality control reviews, and supporting lending operations throughout the organization.

What You'll Do
  • Maintain loan documentation and loan files.
  • Perform loan booking and quality control reviews to ensure accuracy and completeness.
  • Monitor and update loan exception tracking items.
  • Work daily loan operations reports and resolve outstanding items.
  • Process paid loan files, including preparing releases of collateral.
  • Review loan documentation and verify proper lien perfection.
  • Manage escrow processing for taxes and insurance, including communication with insurance agents and county offices.
  • Provide support to Lenders, Lending Assistants, Credit Analysts, and Retail staff.
  • Assist with payment posting and other loan servicing functions.
  • Perform other duties as assigned to support efficient department operations.
What We're Looking For
  • Strong attention to detail and a commitment to accuracy.
  • Excellent verbal and written communication skills.
  • Strong organizational skills and the ability to meet deadlines in a fast-paced environment.
  • The ability to independently identify and resolve documentation and operational issues.
  • Proficiency with Microsoft Word, Excel, and Outlook.
  • The ability to interpret and apply applicable laws and regulations.
  • A strong commitment to customer service and teamwork.
  • Experience with LaserPro Documents, Abrigo, and/or Silverlake (JH) is a plus.
  • A high school diploma or equivalent required.
Previous banking or loan operations experience is preferred; however, individuals with strong organizational skills, attention to detail, and a willingness to learn are encouraged to apply.
Benefits

Benefits include a choice of insurance coverages, Paid Time Off, and company-matched 401(k) contributions.

About Yoakum Bank

Founded in 1890, Yoakum Bank remains a locally owned, full-service community bank serving individuals, families, and businesses throughout Texas. We proudly serve the Yoakum, Odessa/Midland, Katy, Ganado, and Edna markets and continue to grow our reach, services, and opportunities for employees.

Join Our Team

If you want to be part of a team where your work helps support the lending process and makes a difference every day, we would love to hear from you.

Applicants must be currently authorized to work in the United States on a full-time basis. Final candidates are subject to employment-related background checks, which may include employment verification, criminal history, and credit checks.

Position Requirements

Full-Time/Part-Time Full-Time

Position Loan Document Specialist

Hiring Manager(s) Shari Nobles

Location Yoakum

This position is currently accepting applications.

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