Loan Operations Representative II

TowneBank; Suffolk (VA); On-site; USD 37,900 - 50,100; Full time

Job summary

TowneBank in Suffolk, Virginia is seeking a Loan Operations Representative responsible for daily loan booking and loan maintenance activities, plus assorted clerical loan tasks, while delivering extraordinary customer service to members.

The role emphasizes accuracy, attention to regulatory compliance, and timely processing to support loan accounts and core banking system operations.

Qualifications

• High School Diploma or equivalent education required.
• Experience with loan document preparation, booking, or review.
• Strong customer service skills in person, on the phone, and via email.
• Ability to work independently, use logic and judgement, and meet deadlines.
• Proficiency with Outlook and Microsoft Office products.

Responsibilities

• Monitor daily queues to review accuracy and process new loan bookings in the core system.
• Review loan maintenance in the core system to ensure data integrity.
• Provide excellent service to internal and external members with quick guidance on loan support.
• Handle monetary and clerical functions for loan accounts.
• Comply with AML/BSA and all applicable laws and regulations.

Skills

Customer service

Loan booking

Banking software

Decision making

Education

High School Diploma

Tools

Outlook

Microsoft Office

Job description

Primary Purpose

TowneBank is a relationship and friendship driven local bank focused on basic human values that will serve to create a warm sense of belonging and financial well‑being among our family of members.

We are seeking a Loan Operations Representative who is responsible for daily loan booking and loan maintenance activities, assorted clerical loan related tasks while providing exquisite customer service to both internal and external members.

The good‑faith compensation range for this role is expected to be $37,900.00 to $50,100.00, based on the role, market, internal equity, and candidate qualifications.

Essential Responsibilities

• Monitor daily work queues to review for accuracy and process new loan bookings to the Bank core system.
• Monitor daily work queues to review for accuracy and process loan maintenance to the Bank core system.
• Provide exquisite service to both internal and external members, focusing on providing guidance quickly to internal members requiring loan support.
• Process monetary and clerical functions as needed to loan accounts.
• Obeys all applicable federal laws, rules, and regulations relating to Anti‑Money Laundering (AML) including the Bank Secrecy Act (BSA).

Minimum Required Skills & Competencies

• High School Diploma or Equivalent Education
• Previous experience with loan document preparation, booking, or review.
• Strong customer service skills in person, on telephone, and through email
• Must be able to work independently, use logic and judgement to make appropriate decisions, and work well under pressure to meet monthly deadlines
• Proficient in Outlook and Microsoft Office products

Desired Skills & Competencies

• Education with an emphasis in banking/finance or accounting
• Previous experience with the Bank core system

Physical Requirements

• Express or exchange ideas by means of the spoken word via email and verbally.
• Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
• Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
• Not substantially exposed to adverse environmental conditions.
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.