Loan Operations & Documentation Specialist

Cache Valley Bank; Nephi (UT); On-site; USD 42,000 - 54,000; Full time

Job summary

Cache Valley Bank is seeking a capable loan administrator to join our credit administration team. You will work with loan staff to clear exceptions found during input review and help gather pre/post-loan information.

The role involves tracking and resolving exceptions, learning with supervision, and developing familiarity with our credit policy. After 90 days, you’ll work toward independent resolution with lending teams and compliance leaders.

Qualifications

• Clear, accurate written and spoken communication via email and phone.
• Ability to build simple worksheets and reports in Excel and MS Office.
• Strong problem solving and analytical abilities.
• Knowledge of loan documentation is helpful but not required.
• Sparak banking system experience is preferred.

Responsibilities

• Works with loan administrative team to clear exceptions found during loan input review.
• Tracks exceptions during pre- and post-loan reviews and clears them when conditions are met.
• Collaborates with department supervisors; assists with pre/post-loan information gathering.
• Performs some loan processing; may receive training in SBA, consumer, commercial and compliance areas.
• Must be familiar with Cache Valley Bank’s credit policy.
• Aims to work independently after 90 days and resolves loan documentation issues with lending teams, compliance officers, and leadership in credit administration.

Skills

Excellent communication

Excel proficiency

Problem solving

Loan documentation knowledge

Sparak banking

Job description

Cache Valley Bank is seeking a capable loan administrator to join our credit administration team. You will work with loan staff to clear exceptions found during input review and help gather pre/post-loan information.

The role involves tracking and resolving exceptions, learning with supervision, and developing familiarity with our credit policy. After 90 days, you’ll work toward independent resolution with lending teams and compliance leaders.