Loan Representative I

Branson Bank•Branson, MO

3d•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. This role involves 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, and tracking files for missing items and following up. Additionally, the role supports renewals, extensions, modifications, and maintenance requests, maintains organized files to meet policy and regulatory standards, responds to internal/external inquiries, greets customers and routes them to the right staff, coordinates and assists with closings, signatures, and post-closing document review, serves as a notary as needed, and completes 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

Provides administrative and operational support to the lending team.
Assists loan officers/processors with file setup and closing support.
Enters and updates loan data in bank systems.
Prepares routine loan documents, disclosures, and correspondence.
Tracks files for missing items and follows up.
Supports renewals, extensions, modifications, and maintenance requests.
Maintains organized files to meet policy and regulatory standards.
Responds to internal/external inquiries.
Greets customers and routes them to the right staff.
Coordinates and assists with closings, signatures, and post-closing document review.
Serves as a notary as needed.
Completes other assigned projects.