Loan Operations & Documentation Specialist

Texas Heritage National Bank; Texas; On-site; USD 45,000 - 65,000; Full time

Job summary

Texas Heritage National Bank seeks a detail-oriented Loan Operations professional to manage processing notifications, prepare loan documents, and coordinate with Loan Officers and Compliance. This role requires strong communication skills, regulatory knowledge, and the ability to multitask in a fast-paced environment.

Responsibilities include ensuring accurate documentation, leveraging the bank's loan platform, and identifying efficiency improvements.

Qualifications

• High school diploma or GED required; some college preferred.
• Loan experience or banking experience is preferred but not required.
• Familiarity with loan terminology and closing processes is beneficial.
• Able to communicate effectively in writing and verbally; meet deadlines in a fast-paced environment.
• Knowledge of federal/state lending regulations and bank policies is advantageous.

Responsibilities

• Monitor loan processing notifications and handle loan requests promptly.
• Coordinate with Loan Officer and Assistant to ensure compliance with bank policy and regulatory requirements.
• Gather information for loan documents with internal teams including Loan Officers, Lending Assistants, and Compliance.
• Communicate status updates to loan staff regarding requests, missing information, and clear-to-close information.
• Review imaging system for documentation and deficiencies for refinance and modification requests.
• Enter loan data into the bank's platform to originate documents per approvals and collateral.
• Review loan documentation packages for accuracy and completeness.
• Address documentation errors and suggest process improvements for efficiency.
• Identify opportunities to streamline loan operations workflows and improve accuracy.
• Propose updates to loan templates and guidelines to ensure consistency and compliance.
• Stay informed on regulatory changes impacting lending and documentation.

Skills

Microsoft Office

Loan terminology

Regulatory knowledge

Communication skills

Detail orientation

Team collaboration

Policy compliance

Time management

Self-motivation

Education

High School Diploma or GED

Some college or college degree

Tools

Loan platform system

Imaging system

Job description

Texas Heritage National Bank seeks a detail-oriented Loan Operations professional to manage processing notifications, prepare loan documents, and coordinate with Loan Officers and Compliance. This role requires strong communication skills, regulatory knowledge, and the ability to multitask in a fast-paced environment.

Responsibilities include ensuring accurate documentation, leveraging the bank's loan platform, and identifying efficiency improvements.