Loan Relationship & Processing Specialist

BANKPLUS; Tupelo (MS); On-site; USD 34,000 - 52,000; Full time

Job summary

BANKPLUS is seeking a detail-oriented professional to support loan officers by coordinating communications with customers and preparing loan documentation. The role involves processing loan advances, renewals, and closings, while ensuring accuracy and timely servicing of loans.

The candidate should have clerical and customer service experience, a Bachelor’s degree preference, and proficiency in Microsoft Office. Flexibility to work outside regular hours may be required.

Qualifications

• Bachelor’s Degree preferred.
• Six months of related experience required.
• Clerical and customer service experience required.
• General computer and typing experience with Microsoft Office Suite, to include Excel, Word, and Outlook.
• Excellent verbal and written communication skills.

Responsibilities

• Sell and cross-sell bank products by assessing customer needs and highlighting features and benefits.
• Prepare and process loan documentation, renewals, extensions, and amendments under loan officer supervision.
• Assist with loan closings, funding, and preparing required information for credit analysis.
• Coordinate activities between loan officers and customers; file deeds, titles, UCCs, and related collateral documents.
• Maintain knowledge of bank products, policies, procedures, and regulatory issues.

Skills

Customer service

Verbal communication

Written communication

Microsoft Office

Education

Bachelor's degree preferred

Tools

Excel

Word

Outlook

Job description

BANKPLUS is seeking a detail-oriented professional to support loan officers by coordinating communications with customers and preparing loan documentation. The role involves processing loan advances, renewals, and closings, while ensuring accuracy and timely servicing of loans.

The candidate should have clerical and customer service experience, a Bachelor’s degree preference, and proficiency in Microsoft Office. Flexibility to work outside regular hours may be required.