Loan Operations Specialist I: Precision & Service

The Bank & Trust; San Angelo (TX); On-site; USD 35,000 - 55,000; Full time

Benefits offered by this job

Medical

Dental

Life

Supplemental

401(k)

Education Reimbursement

Employee Assistance Program

Job summary

The Bank & Trust seeks a Loan Operations Specialist I to support accurate and timely administration of loan operations in a fast-paced banking environment. You will handle deposit, account, and mortgage verifications, loan funding support, and routine account maintenance while ensuring compliance with bank policies and regulatory requirements.

You will work closely with lenders, loan assistants, and branch personnel to maintain complete records, process payments, and manage workflow with

Qualifications

• Education: High school diploma or equivalent.
• Experience: Minimum of two years of full-time work experience.
• Loan knowledge: Basic understanding of Bank loan documentation and loan servicing processes.

Responsibilities

• Process verification of deposit, account, and mortgage requests accurately and within established procedures.
• Process loan denials and withdrawals accurately and in accordance with established procedures.
• Support loan funding activities and related operational processes.
• Process loan maintenance requests, account updates, advances, payments, payoffs, and automatic payments.
• Review loan document images for accuracy and maintain records in accordance with retention requirements.
• Manage workflow queues and coordinate with team members to resolve issues.
• Review and process designated operational reports.

Skills

Loan knowledge

Accounting knowledge

Interpersonal skills

Communication skills

Technical skills

Time management

Problem-solving

Typing and data entry

Organizational skills

Education

High school diploma or equivalent

Tools

Jack Henry SilverLake

Loan origination software

Job description

The Bank & Trust seeks a Loan Operations Specialist I to support accurate and timely administration of loan operations in a fast-paced banking environment. You will handle deposit, account, and mortgage verifications, loan funding support, and routine account maintenance while ensuring compliance with bank policies and regulatory requirements.

You will work closely with lenders, loan assistants, and branch personnel to maintain complete records, process payments, and manage workflow with