Loan Specialist

3 days ago


Houston, Texas, United States BankTalent HQ Full time

At BankTalent HQ, we're committed to making a difference in our local communities. As a Loan Specialist, you'll play a vital role in supporting our customers and employees. With a strong focus on lending processes and loan principles, you'll have the opportunity to grow your career and make a real impact.

Key Responsibilities:

  • Provide administrative and operational support in loan areas such as processing, closing, presentations, servicing, documentation, and disbursements.
  • Draft loan presentations and clear loan exceptions.
  • Maintain files, documents, and notes.
  • Review and verify the completeness of files with necessary documents and signatures.
  • Research and resolve lending inquiries and issues.
  • Prepare and track disbursements, loan documents, and reports.
  • Obtain credit and financial information.
  • Produce reports as required.
  • Answer questions and follow up with clients.

Qualifications:

  • Requires High School diploma or equivalent and some previous banking or loan processing experience.
  • A combination of education and experience may be required.
  • Basic knowledge of lending processes, loan principles, documentation, and loan systems.
  • Good organizational and customer service skills.
  • Accuracy and numeric and verbal aptitudes.
  • Good research, audit, and communications skills.
  • Ability to complete processes and meet deadlines.
  • Working knowledge of computer programs such as word processing and spreadsheets.

Benefits:

Medical, Dental, and Vision Insurance - START DAY ONE

Life and Disability Insurance, Paid Parental Leave, and Adoption Assistance

Health Savings (HSA), Flexible Spending (FSA), and Dependent Care Accounts

Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays

401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience

Mental health benefits including coaching and therapy sessions

Tuition Reimbursement for qualifying employees

Employee Ambassador preferred banking products



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