Loan Servicing & Customer Support Specialist

Great Plains Bank; Fort Worth (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

Great Plains Bank is seeking a Loan Assistant to support loan underwriting and ongoing loan maintenance. The role emphasizes servicing commercial, consumer, and real estate loans and maintaining strong customer communications throughout the loan lifecycle.

The successful candidate will handle document preparation, data entry, and report distribution while assisting newer staff and ensuring policy compliance across loan activities. Strong MS Office skills are essential.

Qualifications

• Education and/or Experience: High school diploma or GED; college certificate preferred; at least 2-3 years of similar work experience.
• Ability: Solve practical problems and deal with concrete variables in situations with limited standardization.
• Skills: Read, analyze, and interpret procedures and regulations; write reports and correspondence; present information clearly.

Responsibilities

• Adheres to Loan Policy and Procedures set forth by the bank.
• Process loan payments and advances; review approvals for completeness; generate loan documents; board and update loan records.
• Maintain UCC-1 filings; monitor tickler reports and follow-ups; run daily and monthly reports.
• Provide customer service by phone or in person; respond to loan inquiries; send letters and brochures to customers.
• Advise customers about loan or credit information; cross-sell bank products as appropriate.

Skills

Loan processing

Customer service

Attention to detail

Financial data

Microsoft Office

Education

High school diploma

College certificate

Job description

Great Plains Bank is seeking a Loan Assistant to support loan underwriting and ongoing loan maintenance. The role emphasizes servicing commercial, consumer, and real estate loans and maintaining strong customer communications throughout the loan lifecycle.

The successful candidate will handle document preparation, data entry, and report distribution while assisting newer staff and ensuring policy compliance across loan activities. Strong MS Office skills are essential.