Loan Representative I

Branson Bank; Branson (MO); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical/Dental/Vision

HSA/FSA

Paid time off

Job summary

Branson Bank in Branson, Missouri, is seeking a Loan Representative I to provide administrative and operational support to the lending team, ensuring loan files are accurate and moving smoothly through the process.

You’ll assist loan officers with file setup, disclosures, and closing support, maintain organized records, greet customers, coordinate closings, and handle routine inquiries with discretion. The role is onsite with typical business hours.

Qualifications

• High school diploma or equivalent required; associate degree preferred.
• 2+ years banking or administrative experience preferred.
• Loan terminology and banking operations knowledge; strong detail, organization, confidentiality, multitasking, teamwork, communication, and customer service skills.

Responsibilities

• Assist loan officers/processors with file setup and closing support.
• Enter and update loan data in bank systems; prepare routine loan documents, disclosures, and correspondence.
• Track files for missing items and follow up; support renewals, extensions, and maintenance requests.
• Maintain organized files to meet policy and regulatory standards; respond to inquiries; greet customers and route to staff.
• Coordinate and assist with closings, signatures, and post-closing document review; serve as notary as needed.

Skills

Banking operations knowledge

Administrative experience

Attention to detail

Customer service

Communication

Education

High school diploma/equivalent

Associate degree preferred

Tools

Banking software

Microsoft Office

Job description

Our Story

At Branson Bank, we go BIG. Big on family, community, and culture. As a Branson Bank associate, you are part of a team of respected, experienced professionals providing excellent service, while offering creative, affordable, and innovative financial solutions to our neighbors. All decisions are made locally, and we have the flexibility to meet with customers, conveniently in person or online. Our management team strives to offer the best working environment, offering advancement opportunities through mentorship and training. We are a family, sharing faith and common interests, who live by a set of core values, and apply the 'Golden Rule' daily. If Branson Bank sounds like something you would like to explore more, we welcome you with open arms and cannot wait to meet you!

Role Overview

The Loan Representative I provides administrative and operational support to the lending team, helping keep loan files accurate, complete, and moving through the process in a timely manner.

Key responsibilities include assisting loan officers/processors with file setup and closing support; entering and updating loan data in bank systems; preparing routine loan documents, disclosures, and correspondence; tracking files for missing items and following up; supporting renewals, extensions, modifications, and maintenance requests; maintaining organized files to meet policy and regulatory standards; responding to internal/external inquiries; greeting customers and routing them to the right staff; coordinating and assisting with closings, signatures, and post-closing document review; serving as a notary as needed; and completing other assigned projects.

Required qualifications/skills:

• High school diploma/equivalent (associate degree+ preferred)
• 2+ years banking or administrative experience preferred
• Loan terminology/banking operations knowledge; strong detail, organization, confidentiality, multitasking, teamwork, communication, customer service, and basic computer proficiency

A Typical Day

You’ll work onsite in a professional office setting, partnering closely with loan staff to keep priorities organized and deadlines on track. The day often includes time in bank systems to verify details, periods of focused document review, and steady communication with internal teams and customers to confirm what’s needed next. You’ll shift between planned tasks and time-sensitive requests, staying thorough and discreet with sensitive information. Most weeks follow a Monday–Friday, 8:00 a.m.–5:00 p.m. schedule in a well-lighted, environmentally controlled workspace; occasional evening or weekend support may be needed based on operational activity.

Benefits Package

Medical, Dental, and Vision Insurance; Life Insurance; Health Savings Account (HSA); Flexible Spending Account (FSA); Short-Term Disability (STD) benefits; Company-paid Long-Term Disability (LTD) and Life Insurance; Simple IRA Retirement Plan; paid time off; competitive pay; and advancement opportunities.