Loan Servicing & Documentation Specialist

NBT Financial Bank; Fort Worth (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

NBT Financial Bank is seeking a Loan Operations Specialist I to support administration and servicing of commercial, consumer, and real estate loan portfolios. The role focuses on post-closing processes, reviewing and imaging loan documents, loan maintenance, and ensuring servicing activities align with bank policies and regulatory requirements.

The position collaborates with lenders, credit administration, and customers to support the loan lifecycle from post-closing through payoff.

Qualifications

• High School Diploma or GED.
• 0-2 years in banking, loan operations, lending support, customer service, or related financial services.
• Associate's degree or internship/entry-level banking experience preferred.

Responsibilities

• Review, track, and document the receipt of required loan documentation.
• Ensure collateral, insurance, and loan-related documents are properly recorded and filed.
• Assist with UCC filings, lien releases, and collateral documentation tracking.
• Support loan document imaging and record retention processes.
• Loan operation duties as needed including processing loan advances, payments, payoffs.
• Maintain customer and loan account information within the bank's systems.
• Participate in quality control reviews to ensure data integrity and accuracy.
• Respond to routine inquiries from customers, lenders, and internal departments.
• Assist relationship managers and credit teams with servicing requests.

Education

High School Diploma or GED

Associate's degree in Finance, Accounting, Business Administration, or related field

Job description

NBT Financial Bank is seeking a Loan Operations Specialist I to support administration and servicing of commercial, consumer, and real estate loan portfolios. The role focuses on post-closing processes, reviewing and imaging loan documents, loan maintenance, and ensuring servicing activities align with bank policies and regulatory requirements.

The position collaborates with lenders, credit administration, and customers to support the loan lifecycle from post-closing through payoff.