Lending Operations Support Specialist

2 weeks ago


Austin, Texas, United States Hilltop Holdings Full time
Job Overview

Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more.

The Lending Operations Support Specialist plays a crucial role in assisting loan officers within a dynamic and client-focused environment. This position involves providing essential administrative support that requires a solid understanding of lending practices and procedures. The specialist is responsible for ensuring timely and professional service to clients while managing various loan-related activities. This includes facilitating monetary transactions such as advances, payments, transfers, and deposits, as well as addressing client inquiries regarding loans and deposit accounts.

Key Responsibilities
  • Offer administrative assistance to loan officers and/or a lending team:
    • Generate reports and monitor activities within assigned loan portfolios;
    • Review exception reports and resolve issues promptly;
    • Assist in processing daily overdraft and NSF decisions;
    • Review past due reports with loan officers and assist with client notifications;
    • Coordinate meetings between loan officers, clients, and other departments, including travel arrangements;
    • Prepare and submit expense reports, ensuring accurate reimbursement processing.
  • Maintain precise customer loan files and related correspondence.
  • Facilitate transactions and manage customer account maintenance requests, including loan payments and address changes.
  • Assist clients with inquiries and basic loan documentation requests.
  • Collaborate with loan officers, borrowers, and Loan Operations to ensure the accuracy and completeness of loan files.
  • Provide necessary financial documents to Credit Analysts as loans progress to underwriting.
  • Review inspection reports and coordinate with Loan Operations to ensure timely scheduling and completion.
  • Perform general office duties, including receptionist relief, notarizing documents, and managing supplies.
  • Welcome clients, ascertain their needs, and direct them appropriately.
  • Execute other related duties as assigned.
Qualifications
  • High school diploma or equivalent required.
  • 1 to 3 years of experience in a related field; familiarity with loan documentation is advantageous.
  • Strong verbal, written, and interpersonal communication skills.
  • Proficient in Microsoft Office applications and other relevant software.
  • Excellent analytical, organizational, and problem-solving abilities, with the capacity to manage multiple tasks in a fast-paced environment.
The above statements are intended to describe the general nature and level of work being performed by individuals in this position and are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required.

About Hilltop Holdings

Hilltop Holdings is committed to delivering exceptional financial services through a relationship-driven approach. With a focus on stability and personalized service, we strive to meet the diverse needs of our clients across various markets. Our experienced team is dedicated to providing tailored solutions that help clients achieve their financial goals.

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