Loan Operations Specialist - Detail-Driven & Customer-First

VISION BANK; Ada (OK); On-site; USD 42,000 - 54,000; Full time

Job summary

Vision Bank in Ada, Oklahoma is seeking a Loan Operations Specialist to input and maintain customer loan data, track supporting documents, and balance related accounts. Under the supervision of the Account Servicing Department Supervisor, you will ensure accuracy, timeliness, and adherence to bank policies.

You will manage collateral holds, real estate data, escrow analysis, and workflow updates while handling customer inquiries and maintaining strong compliance and quality standards.

Qualifications

• Associate degree preferred; bookkeeping/banking experience may compensate.
• Microsoft Word and Excel experience.
• Ability to work in a team and communicate effectively with customers and staff.

Responsibilities

• Add and release loan collateral holds on deposit accounts.
• Enter real estate collateral information into property tax tracking database.
• Analyze Escrow accounts on an annual basis.
• Verify completeness and accuracy of Synergy document database for deposit and loan accounts.
• Receive loan files and update appropriate workflow.
• Handle routine inquiries from customers or bank employees.
• Adhere to deadlines and time constraints.
• Support department goals and ensure efficient workflow.

Skills

Integrity

Enthusiasm

Accountability

Excellence

Customer First

Professionalism

Respect

Risk identification

Team player

Communication

Organizational skills

Multitasking

Quality mindset

Commitment to values

Education

Associate degree

Tools

Microsoft Word

Microsoft Excel

Job description

Vision Bank in Ada, Oklahoma is seeking a Loan Operations Specialist to input and maintain customer loan data, track supporting documents, and balance related accounts. Under the supervision of the Account Servicing Department Supervisor, you will ensure accuracy, timeliness, and adherence to bank policies.

You will manage collateral holds, real estate data, escrow analysis, and workflow updates while handling customer inquiries and maintaining strong compliance and quality standards.