Loan Operations Specialist II — Precision & Process Excellence

Jefferson Bank; San Antonio (TX); On-site; USD 52,000 - 74,000; Full time

Job summary

Jefferson Bank in San Antonio is seeking a Loan Operations Specialist II to support loan servicing across documentation, flood review, UCC monitoring, and booking activities. The role requires applying loan policy and following established workflows to ensure accurate, timely processing.

You will work with internal partners, monitor insurance, lien releases, and adverse action support, mentor junior staff, and identify process improvements.

Qualifications

• Minimum two years of directly related loan operations or loan servicing experience.
• Experience with loan policy and documentation procedures.
• Basic people development capability; willingness to mentor peers.
• Strong written and verbal communication.

Responsibilities

• Perform loan maintenance and ensure policy compliance.
• Review and clear loan exceptions and missing information.
• Monitor insurance and UCC items; update tracking systems.
• Assist with document prep using approved templates.
• Support funding activities and loan booking.
• Respond to routine inquiries and escalate when needed.
• Share process improvements with managers.
• Follow workflows and quality controls consistently.

Skills

Organizational independence

Communication skills

Analytical thinking

Attention to detail

Education

High school diploma or equivalent

Business/finance coursework preferred

Tools

Excel

Word

Outlook

Teams

Loan servicing systems

Job description

Jefferson Bank in San Antonio is seeking a Loan Operations Specialist II to support loan servicing across documentation, flood review, UCC monitoring, and booking activities. The role requires applying loan policy and following established workflows to ensure accurate, timely processing.

You will work with internal partners, monitor insurance, lien releases, and adverse action support, mentor junior staff, and identify process improvements.