Loan Operations Specialist - Data, Compliance & Support

Austin Bank; Longview, Tyler, Jacksonville (TX, TX, FL); On-site; USD 36,000 - 60,000; Full time

Job summary

Austin Bank is seeking a Loan Operations Administrative Assistant to support daily loan operations, data accuracy, and regulatory compliance. The role involves processing non-posted items, reconciling ledgers, and handling vendor payments within bank guidelines.

The candidate should have a high school diploma, 3-5 years banking experience, and proficiency with Word/Excel and bank systems. Strong attention to detail and confidentiality are essential.

Qualifications

• High school diploma or equivalent with 3-5 years banking experience.
• Ability to read promissory notes and financial documents.
• Ability to write routine reports and professional correspondence.
• Ability to present information clearly in small groups.
• Proficiency with Word, Excel and banking software.

Responsibilities

• Handle daily operations and core system maintenance.
• Provide customer support by answering calls and inquiries.
• Review daily operational reports for data accuracy.
• Process daily non-posted loan items to prevent exceptions.
• Maintain loan accounts and update core rate specs as needed.
• Reconcile loan-related general ledger accounts periodically.
• Process payments for lending vendors and insurance products.
• Handle specialized loan transactions including charge-offs and recoveries.
• Enter deferred interest and fees into the core system when required.
• Review secondary market docs and record gain on sale entries.

Skills

Reading comprehension

Professional writing

Basic arithmetic

Presentation skills

Education

High school diploma

Banking experience 3-5 years

Tools

Microsoft Word

Microsoft Excel

Bank systems software

Job description

Austin Bank is seeking a Loan Operations Administrative Assistant to support daily loan operations, data accuracy, and regulatory compliance. The role involves processing non-posted items, reconciling ledgers, and handling vendor payments within bank guidelines.

The candidate should have a high school diploma, 3-5 years banking experience, and proficiency with Word/Excel and bank systems. Strong attention to detail and confidentiality are essential.