Loan Ops Specialist II

Susser Bank•Arlington, TX

About The Position

The Loan Operations Specialist II are responsible for maintaining, coordinating, reviewing, funding, billing, and processing consumer and commercial loans. This role involves a variety of tasks to ensure the smooth operation of loan processing and servicing.

Requirements

High School diploma or GED
One to three years of job-related experience, preferably in the financial industry.
Strong attention to details and accuracy, organization and analytical skills, good time management and excellent follow up skills.
Responsive to requests and timely completion of tasks.
Exhibits critical thinking skills and displays a natural curiosity for continuous learning.
Must be able to work under pressure and meet deadlines while maintaining a positive attitude and exemplary customer service.
Basic knowledge of post-closing loan servicing.
Strong verbal and written communication.

Nice To Haves

Some college preferred.
Proficient with Microsoft Office applications preferred (Teams, One-Drive, Word, Excel, and Outlook)
Preferred Jack Henry Xperience Banking systems.
Preferred Jack Henry Synergy Document systems.

Responsibilities

Provide back-up to Loan Operation Specialist I responsibilities.
Fund and board new loans and modifications which include but not limited to collateral records, codes, payment schedules, customer information, file maintenance and retention.
Quote proper and accurate payoffs for customers and title companies.
Review funded or modified documents which includes the ability to read and interpret terms and standard loan document verbiage.
E-record loan documents and mail out checks/documentation to add the Bank’s lien to the collateral securing the loan.
Process loan payments, payment corrections, payoffs, and refunds.
Non-revolving and Line of credit processing include but not limited to preparing draw packets, ordering inspections, and working directly with inspectors, funding draw requests and work with loan officers with providing or gathering information.
Process escrow disbursements and review escrow analysis statements.
Review and update loan reports and logs.
Monitor assigned group emails and phone calls.
Handles complaints from customers and taking the appropriate action in order to resolve the complaints, Supplies customer needs and problems to higher specialists or management for unresolvable situations.
Obtain all items needed to keep SBA loan files in compliance such as payments, notices, SBA reporting forms, and ensure all these documents are current and accurate.
Service government insured loans (FHA, VA, USDA) which includes but not limited to remitting payments, monthly reporting’s, loss mitigation and foreclosure.
Understand and agree to abide by the policies and procedures established by Susser Bank.
Perform detailed analysis of financial and credit documents for exception clearing.
Monitor and clear all miscellaneous ticklers.
Monitor daily reports for all system and parameter changes.
Perform duties in compliance with applicable laws and regulations.
Maintain the security and confidentiality of pertinent information and records.
Maintain current and up-to-date knowledge and continues professional development as needed and applicable to position.
Demonstrates a courteous, pleasant, self-motivated, and dependable behavior.
Maintaining a professional environment in both appearance and conduct.
Perform additional duties as assigned or directed.