Loan Representative I

Branson Bank•Branson, MO

2d•Onsite

About The Position

The Loan Representative I provides administrative and operational support to the lending team, helping keep loan files accurate, complete, and moving through the process in a timely manner. Key responsibilities include assisting loan officers/processors with file setup and closing support; entering and updating loan data in bank systems; preparing routine loan documents, disclosures, and correspondence; tracking files for missing items and following up; supporting renewals, extensions, modifications, and maintenance requests; maintaining organized files to meet policy and regulatory standards; responding to internal/external inquiries; greeting customers and routing them to the right staff; coordinating and assisting with closings, signatures, and post-closing document review; serving as a notary as needed; and completing other assigned projects.

Requirements

High school diploma/equivalent
2+ years banking or administrative experience preferred
Loan terminology/banking operations knowledge
Strong detail orientation
Strong organization skills
Confidentiality
Multitasking ability
Teamwork skills
Communication skills
Customer service skills
Basic computer proficiency

Nice To Haves

Associate degree+

Responsibilities

Assisting loan officers/processors with file setup and closing support
Entering and updating loan data in bank systems
Preparing routine loan documents, disclosures, and correspondence
Tracking files for missing items and following up
Supporting renewals, extensions, modifications, and maintenance requests
Maintaining organized files to meet policy and regulatory standards
Responding to internal/external inquiries
Greeting customers and routing them to the right staff
Coordinating and assisting with closings, signatures, and post-closing document review
Serving as a notary as needed
Completing other assigned projects