Loan Onboarding Specialist

3 weeks ago


Victoria, Texas, United States Prosperity Bank Full time

Job Summary: We are seeking a highly skilled Loan Onboarding Specialist to join our team at Prosperity Bank. As a Loan Onboarding Specialist, you will be responsible for reviewing, processing, and funding loans, including consumer non-real estate, consumer mortgage, commercial real estate, commercial & industrial, oil & gas, agriculture, and SBA loans.

Key Responsibilities:

  • Review loan documents for lien perfection
  • On-board promissory notes, track recordings, update documents as needed, process payments as needed, and reconcile general ledger transactions
  • Email communications as needed to lending staff

Requirements:

  1. Loans must be reviewed and approved in accordance with applicable legal, regulatory, and loan policy requirements and with established policies and procedures
  2. Professional business relations must exist with Bank personnel, and assistance must be provided as needed
  3. Required documentation must be complete and accurate
  4. Maintains service level agreements
  5. Management must be appropriately informed of area activities, and reports must be complete and timely

Qualifications:

  • High School graduate or equivalent; associate or bachelor's degree is preferred
  • Loan Document & Real Estate Documentation knowledge is required
  • Time Management Skills are a must; prior experience in a financial institution is helpful

Hiring Range Guidance: Experience in credit, loan servicing or administration operations covering 3+ years' experience in loan covenant perfection, borrowing base calculations, DTI and LVT ratio calculations with an emphasis on complex commercial and industrial documentation.

Work Schedule: Monday - Friday, 8:00AM - 5:00PM, 40 hours



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