Loan Operations Specialist – Boarding & Processing

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

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.