Loan Operations Servicing Specialist (Boarding/Booking)

American National bank of Texas; Terrell (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

American National Bank of Texas is seeking a Loan Operations Specialist to perform clerical duties related to loan servicing, including scanning, filing, and onboarding loan packages. The role emphasizes accuracy in document review and the disbursement of escrow accounts, with strong customer service expectations.

The position requires attention to detail and the ability to manage multiple tasks while maintaining loan records and generating reports for internal use.

Qualifications

• High School diploma or GED.
• 2 years experience in loan servicing, or knowledge and experience in 2 or more major functions in loan servicing.
• Preferred: Certification in insurance servicing.

Responsibilities

• Processes and boards incoming loan packages.
• Maintains loan files and records.
• Prepares various reports.
• Reviews documents for and reports for completeness and accuracy.
• Performs mathematical calculations and disbursement of escrow accounts.
• Provides a high level of customer service for internal and external customers.
• Reports issues to bank personnel, sends notifications, reports progress, quotas, collection items and updates lists.

Skills

Excel

MS Word

Keyboarding

Calculator skills

Simple math

Lifting up to 30 lbs

Education

High School diploma or GED

Tools

Microsoft Excel

MS Word

Job description

Description

The Loan Operations Specialist performs a variety of clerical duties in conjunction with loan servicing that may include scanning and filing documents, loan boarding, processing.

• Processes and boards incoming loan packages
• Maintains loan files and records
• Prepares various reports
• Reviews documents for and reports for completeness and accuracy
• Performs mathematical calculations and disbursement of escrow accounts
• Provides a high level of customer service for internal and external customers
• Reports issues to bank personnel, sends notifications, reports progress, quotas, collection items and updates lists

Qualifications:

• High School diploma or GED
• 2 years experience in loan servicing, or knowledge and experience in 2 or more major functions in loan servicing
• Preferred: Certification in insurance servicing

Skills:

• Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills; must be able to do simple math and carry out written instructions
• Lifting in an office setting may be required up to 30lbs.

Equal Opportunity Employer

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.