Loan Research Specialist II

Frost • San Antonio, TX

2d

About The Position

The Loan Research Specialist II investigates and determines appropriate resolutions for disputes submitted through Credit and Consumer Financial Protection Bureaus. The role involves reviewing loan histories, validating transactions that affect reported payment status, documenting account maintenance and resolutions, and reporting findings to customers in accordance with applicable regulations. The specialist also monitors service member accounts and mortgage loan error resolutions, helps maintain department procedures, and prepares mortgage loan information for the bank’s quarterly report conference call.

Requirements

• At least 2 years of loan experience.
• Proficiency in Microsoft computer applications.
• Excellent written and verbal communication skills.
• Attention to detail.
• Ability to multitask and meet deadlines.
• Experience working with applicable regulations and loan systems.

Responsibilities

• Investigate indirect and direct credit bureau disputes.
• Review complete loan histories and identify and validate transactions that affect a customer’s reported payment status.
• Determine and document appropriate account maintenance and resolutions.
• Report findings to customers in accordance with regulations.
• Monitor service member accounts and mortgage loan error resolutions.
• Assist with creating, updating, and maintaining department procedures.
• Prepare, reconcile, and submit mortgage loan information to Accounting for the bank’s Quarterly Report Conference Call.
• Take action using Integrity, Caring, and Excellence to achieve all-win outcomes.

Benefits

• Medical, dental, vision, long-term disability, and life insurance.
• 401(k) matching.
• Generous holiday and paid time off schedule.
• Tuition reimbursement.
• Health and wellness programs, including an Employee Assistance Program.
• Referral bonus program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed