Loan Ops Specialist II

Susser Bank; Plano (TX); On-site; USD 52,000 - 72,000; Full time

Job summary

Susser Bank seeks a Loan Operations Specialist II to maintain, coordinate, review, fund, and process consumer and commercial loans. The role involves backing up junior staff, handling loan funding, payoff quotes, and document reviews, with focus on accuracy and regulatory compliance.

Responsibilities include processing payments, escrows, and boardings, plus servicing government insured loans (FHA/VA/USDA) and maintaining thorough loan records.

Qualifications

• Strong attention to detail with good analytical and time-management skills.
• Excellent verbal and written communication and customer service.
• Proficient with Microsoft Office applications and banking systems.

Responsibilities

• Fund and board new loans and modifications with accurate records.
• Process loan payments, payoffs, and refunds with accuracy.
• Review loan documents and ensure compliance with terms.
• E-record loan documents and dispatch checks to vest lien.
• Provide back-up support for Loan Operations Specialist I duties.
• Handle customer inquiries and escalate as needed.

Skills

Attention to detail

Analytical skills

Time management

Customer service

Communication

Education

High School diploma or GED, some college

1–3 years of job-related experience

Tools

Microsoft Office

Jack Henry Xperience

Jack Henry Synergy Document systems

Job description

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

Job Details Description Position Summary The Loan Operations Specialist II are responsible for maintaining, coordinating, reviewing, funding, 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.
• Strong verbal and written communication.
• 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.