Loan Operations Pro: Processing, Docs & Compliance

Delta Bank; United States; On-site; USD 38,000 - 52,000; Full time

Job summary

Delta Bank is seeking a detail-oriented Loan Operations Clerk to support our lending team. You will handle collateral maintenance, loan documentation, and routine clerical tasks, ensuring accuracy and compliance with bank policy.

Responsibilities include processing loan requests, entering data into LaserPro, boarding loans into Horizon XE, and reconciling daily activities. Strong communication, organization, and proficiency with Word and Excel are essential for success in this role.

Qualifications

• Minimum two years of banking experience, preferably in lending.
• Strong organizational and detail-oriented mindset.
• Ability to multitask and prioritize daily workloads.
• Proficient in Microsoft Word and Excel.
• Customer service oriented with excellent written and verbal communication.
• Ability to meet deadlines in a fast-paced environment.

Responsibilities

• Provide loan support to bank officers and personnel, including collateral maintenance and documentation.
• Process loan requests and input into the loan documentation system to generate closing documents.
• Board loans into the core banking system and review packages for accuracy and compliance.
• Monitor and clear exceptions related to missing documentation or collateral deficiencies.
• Scan and index loan documents in the filing system.
• Handle incoming calls and cross-train in note department tasks.
• Perform other duties as assigned by Loan Operations Manager.

Skills

Organizational skills

Detail oriented

Multitasking

Prioritization

Customer service

Communication skills

Education

High School Diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Job description

Delta Bank is seeking a detail-oriented Loan Operations Clerk to support our lending team. You will handle collateral maintenance, loan documentation, and routine clerical tasks, ensuring accuracy and compliance with bank policy.

Responsibilities include processing loan requests, entering data into LaserPro, boarding loans into Horizon XE, and reconciling daily activities. Strong communication, organization, and proficiency with Word and Excel are essential for success in this role.