Loan Operations Servicing Specialist (Boarding/Booking)

American National Bank of TexasTerrell, TX
Onsite

About The Position

The Loan Operations Specialist performs a variety of clerical duties in conjunction with loan servicing that may include scanning and filing documents, loan boarding, and processing.

Requirements

  • High School diploma or GED
  • 2 years experience in loan servicing, or knowledge and experience in 2 or more major functions in loan servicing
  • Working knowledge of Microsoft Excel and MS Word
  • Basic keyboarding and calculator skills
  • Must be able to do simple math and carry out written instructions

Nice To Haves

  • Certification in insurance servicing
  • Fluent in English and Spanish

Responsibilities

  • Processes and boards incoming loan packages
  • Maintains loan files and records
  • Prepares various reports
  • Reviews documents for and reports for completeness and accuracy
  • Performs mathematical calculations and disbursement of escrow accounts
  • Provides a high level of customer service for internal and external customers
  • Reports issues to bank personnel, sends notifications, reports progress, quotas, collection items and updates lists
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