Loan Processing & Compliance Coordinator

SOUTHERN BANK; Lee's Summit (MO); On-site; USD 42,000 - 54,000; Full time

Job summary

Southern Bank in Lee's Summit, MO is seeking an organized Loan Assistant to support loan officers in origination and servicing tasks. You will gather credit reports, appraisals, title documents, and insurance information while keeping files accurate and compliant.

This role requires strong communication, attention to detail, and proficiency with Microsoft Office. You will coordinate with processing staff and ensure timely completion of paperwork to deliver excellent service to customers.

Qualifications

• Obtain information related to loan origination including credit reports, appraisals, title reports and insurance information.
• Answer loan customer phone calls and assist with inquiries regarding payoffs, changes of owner, note modifications and beneficiaries.
• Prepare disbursement worksheets, loan documentation checklists and communications to document credit files.
• Ensure loan documentation and customer information are scanned into the core system in a timely manner.
• Ensure liens are filed to protect the Bank’s lien on collateral.
• Assist loan officers with compliance including HMDA and CRA.
• Track and clear title policies, appraisals, and related items from reports.

Responsibilities

• Assist loan officers in ensuring compliance and timely processing.
• Manage clerical tasks such as filing, photocopying, scanning and organizing documents.
• Serve as liaison between loan officers and processing department.

Skills

Effective communication

Customer service

Detail-oriented

Microsoft Office

Education

High School Diploma

Tools

Microsoft Office

Job description

Southern Bank in Lee's Summit, MO is seeking an organized Loan Assistant to support loan officers in origination and servicing tasks. You will gather credit reports, appraisals, title documents, and insurance information while keeping files accurate and compliant.

This role requires strong communication, attention to detail, and proficiency with Microsoft Office. You will coordinate with processing staff and ensure timely completion of paperwork to deliver excellent service to customers.