Loan Operations Specialist

NBT Financial Bank; Grapevine (TX); On-site; USD 37,000 - 55,000; Full time

Job summary

NBT Financial Bank in Grapevine, TX is seeking a detail-oriented Loan Administrative Associate to support loan officers and maintain high-quality customer service. You will handle loan documentation, file management, and communications with title companies and customers in a fast-paced branch environment.

The role requires a high school diploma, basic computer skills, and experience in banking loan operations.

Qualifications

• High school diploma or equivalent.
• Experience in banking with an emphasis on loan operations.
• Computer skills – basic knowledge of Word, Excel and Outlook

Responsibilities

• Performs all administrative duties including answering phone calls, sending emails to clients, performing research and accomplishing various customer service-related duties.
• Full knowledge of consumer, commercial and real estate loans that we offer as well as taking a personal initiative to stay updated on any changes.
• Responsible for assisting customers needing loan information and completing various types of loan applications.
• Must obtain appropriate information to prepare consumer, commercial and real estate loan documents for funding and assist the customer in signing the loan closing documents.
• Responsible for communicating effectively with Title Companies, Insurance Companies, Car Dealerships, Attorneys and Environmental Consulting Firms.
• Performs other related duties as assigned by management.
• Full knowledge and understanding of loan files, title work, appraisals, surveys, insurance and closing documents.Knowledge of construction budgets balancing and processing a plus.
• Basic knowledge of all banking regulations, applicable to the job function, and of all bank policies and procedures, with a willingness to participate in educational opportunities.
• Performs other related duties as assigned by management.

Skills

Loan documentation

Customer service

Communication skills

English proficiency

Organizational skills

Problem solving

Education

High school diploma or equivalent

Tools

Word

Excel

Outlook

Job description

NBT Financial Bank in Grapevine, TX is seeking a detail-oriented Loan Administrative Associate to support loan officers and maintain high-quality customer service. You will handle loan documentation, file management, and communications with title companies and customers in a fast-paced branch environment.

The role requires a high school diploma, basic computer skills, and experience in banking loan operations.