Loan Operations Specialist

7 days ago

Plano, Texas, United States THIRD COAST BANK Full time
Job Summary

This role is responsible for supporting the loan processing team at THIRD COAST BANK. The successful candidate will be responsible for coordinating loan documentation, processing consumer and business loan applications, and providing excellent customer service.

Key Responsibilities
  • Process loan applications and coordinate loan documentation with various parties, including title companies, attorneys, and loan operations.
  • Assist in clearing insurance and promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services.
  • Responsible for Loan Information Systems, including core loan system, monitoring systems, tracking and tickler systems.
  • Responsible for management reports related to loans, including board reports and monitoring reports.
  • Responsible for Loan Exceptions Management and Loan Imaging.
  • Act as primary contact with customers, Lender, and Loan Administration through the loan process.
  • Assist Lender and act as secondary customer contact in Lender's absence.
  • Coordinate loan documentation through Loan Operations and work directly with attorney and title company on real estate loan closings.
  • Primary liaison with the loan administration, loan operations, Treasury Management, Credit, and any other department that has direct or indirect impact on the customer and maintain strong partner relationship with these departments.
  • Assist in gathering financial statements in anticipation of credit renewals or reviews.
  • Follow policies and procedures; complete tasks correctly and on time; support the Bank's goals and values.
Requirements
  • High school diploma or general education degree (GED); some college is preferred and at least seven (7) years of banking experience and/or training or the equivalent combination of education and experience.
  • Knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
  • Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet, and account opening software programs.
  • Intermediate typing skills to meet production needs of the position.
  • Basic math skills; calculate interest and balance accounts; add, subtract, multiply, and divide in all units of measure using whole numbers, common fractions, and decimals.
  • Effective verbal, written, and interpersonal communication skills.
  • Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
  • Excellent organizational and time management skills.
  • Current driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.

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