Loan Ops Specialist II

Susser Bank; Arlington (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Susser Bank in Arlington, TX is seeking a Loan Operations Specialist II. The role entails maintaining, coordinating, reviewing consumer and commercial loans, including processing payments and servicing government-insured loans. Ideal candidates should have a High School diploma (GED), some college preferred, and 1-3 years of relevant experience in the financial industry, demonstrating strong attention to detail and excellent customer service skills. Proficiency in Microsoft Office is preferred. Benefits include a supportive environment for professional growth.

Qualifications

• One to three years of job-related experience, preferably in the financial industry.
• Must be able to work under pressure and meet deadlines.

Responsibilities

• Monitor assigned group emails and phone calls.
• Provide back-up to Loan Operation Specialist I responsibilities.
• Service government insured loans (FHA, VA, USDA).
• Perform detailed analysis of financial and credit documents.

Skills

Attention to details and accuracy

Strong analytical skills

Time management skills

Proficient in Microsoft Office (Teams, One-Drive, Word, Excel, Outlook)

Critical thinking skills

Education

High School diploma or GED

Some college preferred

Tools

Jack Henry Xperience Banking systems

Jack Henry Synergy Document systems

Job description

Operations Center Arlington, TX 76015, USA

Description

Position Summary

The Loan Operations Specialist II are responsible for maintaining, coordinating, reviewing, funding, billing, and processing consumer and commercial loans.

Primary Duties and Responsibilities

• Provide back-up to Loan Operation Specialist I responsibilities.
• Duties include some or all of the following on a periodic basis:
• Fund and board new loans and modifications which include but not limited to collateral records, codes, payment schedules, customer information, file maintenance and retention.
• Quote proper and accurate payoffs for customers and title companies.
• Review funded or modified documents which includes the ability to read and interpret terms and standard loan document verbiage.
• E-record loan documents and mail out checks/documentation to add the Bank’s lien to the collateral securing the loan.
• Process loan payments, payment corrections, payoffs, and refunds.
• Non-revolving and Line of credit processing include but not limited to preparing draw packets, ordering inspections, and working directly with inspectors, funding draw requests and work with loan officers with providing or gathering information.
• Process escrow disbursements and review escrow analysis statements.
• Review and update loan reports and logs.
• Monitor assigned group emails and phone calls.
• Handles complaints from customers and taking the appropriate action in order to resolve the complaints, Supplies customer needs and problems to higher specialists or management for unresolvable situations.
• Obtain all items needed to keep SBA loan files in compliance such as payments, notices, SBA reporting forms, and ensure all these documents are current and accurate.
• Service government insured loans (FHA, VA, USDA) which includes but not limited to remitting payments, monthly reporting’s, loss mitigation and foreclosure.
• Understands and agrees to abide by the policies and procedures established by Susser Bank.
• Perform detailed analysis of financial and credit documents for exception clearing.
• Monitor and clear all miscellaneous ticklers.
• Monitor daily reports for all system and parameter changes.
• Performs duties in compliance with applicable laws and regulations.
• Maintains the security and confidentiality of pertinent information and records.
• Maintains current and up-to-date knowledge and continues professional development as needed and applicable to position.
• Demonstrates a courteous, pleasant, self‑motivated, and dependable behavior. Maintaining a professional environment in both appearance and conduct.
• Performs additional duties as assigned or directed.

Education and Experience Required

• High School diploma or GED, some college preferred.
• One to three years of job-related experience, preferably in the financial industry.

Skills and Abilities Required

• Strong attention to details and accuracy, organization and analytical skills, good time management and excellent follow up skills. Responsive to requests and timely completion of tasks.
• Exhibits critical thinking skills and displays a natural curiosity for continuous learning.
• Proficient with Microsoft Office applications preferred (Teams, One-Drive, Word, Excel, and Outlook)
• Must be able to work under pressure and meet deadlines while maintaining a positive attitude and exemplary customer service.
• Basic knowledge of post-closing loan servicing.
• Job Knowledge/ Technical Knowledge:
• Preferred Jack Henry Xperience Banking systems.
• Preferred Jack Henry Synergy Document systems.

Susser Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. Susser Bank participates in E-Verify.

Desired Behaviors

• Team Player: Works well as a member of a group.
• Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well.
• Dedicated: Devoted to a task or purpose with loyalty or integrity.
• Growth Opportunities: Inspired to perform well by the chance to take on more responsibility.
• Job Security: Inspired to perform well by the knowledge that your job is safe.
• Motivation: Inspired to perform well by the chance to take on more responsibility.

Preferred Education & Experience

• High School or better.
• Commercial Loan Operations experience.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities: This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.