Loan Documentation & Operations Specialist

Citizens Alliance Bank; Minnesota; On-site; USD 25,000 - 33,000; Full time

Job summary

Citizens Alliance Bank is seeking a Loan Admin Clerk to coordinate loan documents for consumer, commercial, and real estate loans, ensuring compliance and quality for funding. You will resolve documentation issues with the lending team and support daily loan operations.

You will handle customer inquiries, process transactions, and assist loan officers with lending tasks while maintaining excellent communication with internal and external customers.

Qualifications

• High School diploma or GED required.
• Continuing education to maintain job knowledge required.
• Three to five years banking experience preferred.
• Three to five years administrative experience and/or customer service experience preferred.
• Proficiency in Microsoft Office (Excel/Word) preferred.

Responsibilities

• Handle customer account transactions including deposits and check cashing.
• Assist with approvals for new loans and changes to existing loans.
• Act as liaison with customers regarding loan administration.
• Prepare and maintain loan documents and maintenance activities.
• Collaborate with loan officers to resolve customer issues.

Skills

Customer service

Communication

Problem solving

Team collaboration

Education

High School diploma or GED

Continuing education to maintain job knowledge

Tools

Excel

Word

Loan Origination System

Core Banking System

Job description

Citizens Alliance Bank is seeking a Loan Admin Clerk to coordinate loan documents for consumer, commercial, and real estate loans, ensuring compliance and quality for funding. You will resolve documentation issues with the lending team and support daily loan operations.

You will handle customer inquiries, process transactions, and assist loan officers with lending tasks while maintaining excellent communication with internal and external customers.