Loan Operations Specialist: Streamline Closings & Compliance

Texas Heritage National Bank; Daingerfield (TX); Sur place; USD 40 000 - 60 000; Plein temps

Résumé du poste

Texas Heritage National Bank is seeking a diligent Loan Operations Clerk to monitor loan processing, coordinate with loan staff, and prepare documentation in compliance with bank policy and regulatory requirements. The role emphasizes accuracy, timely communication, and teamwork in a fast-paced environment.

The position requires knowledge of loan terminology, strong attention to detail, and proficiency with Microsoft Office. High school diploma or GED is required, with some college preferred.

Qualifications

• Banking knowledge including loan terminology and lending processes.
• Ability to communicate effectively both verbally and in writing; meet deadlines in a fast-paced environment.
• Proficient in Microsoft Office (Word, Excel, Outlook) and able to learn bank-specific systems.

Responsabilités

• Monitor loan processing notifications and respond promptly.
• Coordinate with Loan Officer, Assistant, and Compliance to align with policy and regulations.
• Gather information for loan documents with internal teams.
• Communicate status updates to loan staff; identify missing info and clear-to-close details.
• Review documentation packages for accuracy and completeness.
• Enter loan data into the loan platform to originate documents per approvals.

Connaissances

Self-motivation

Effective communication

Attention to detail

Multitasking

Team player

Formation

High School Diploma or GED

Some college or college degree

Outils

Microsoft Office

Description du poste

Texas Heritage National Bank is seeking a diligent Loan Operations Clerk to monitor loan processing, coordinate with loan staff, and prepare documentation in compliance with bank policy and regulatory requirements. The role emphasizes accuracy, timely communication, and teamwork in a fast-paced environment.

The position requires knowledge of loan terminology, strong attention to detail, and proficiency with Microsoft Office. High school diploma or GED is required, with some college preferred.