Job Title: Loan Servicing Associate
This is an onsite position at our historical San Antonio headquarters
Summary:
The Loan Servicing Associate supports basic day-to-day loan servicing activities while learning bank systems, policies, and procedures. This entry-level position is responsible for completing routine administrative and servicing tasks, maintaining accurate records, assisting with borrower and internal inquiries, and escalating questions or issues to more experienced team members. This role is designed for someone who is detail-oriented, service-minded, and willing to learn loan servicing processes in a structured team environment.
Wage Type: Hourly (Non-exempt)
Essential Duties & Responsibilities:
To perform this job successfully, an individual must be able to perform each of the essential duties satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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Perform basic loan servicing tasks under guidance, including posting routine payments, preparing account updates, and assisting with payoff or adjustment requests.
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Enter and update loan information in servicing systems accurately and in accordance with established procedures.
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Assist with document review, file maintenance, scanning, indexing, and other recordkeeping activities.
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Support insurance, escrow, and collateral tracking activities by gathering information, updating records, and identifying items that need follow-up.
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Respond to basic borrower and internal inquiries in a professional and timely manner, or route questions to the appropriate team member.
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Review work for accuracy, completeness, and proper documentation before submission or completion.
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Learn and follow bank policies, procedures, confidentiality requirements, internal controls, and applicable regulatory guidance.
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Identify routine questions, discrepancies, or missing information and escalate issues appropriately for review or resolution.
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Support team members with audit, monitoring, reporting, and documentation requests as assigned.
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Complete required training in a timely manner and apply learning to daily responsibilities.
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Carry out responsibilities in a manner consistent with our values and operating principles, in accordance with policy and applicable laws, and with a commitment to continuous improvement and process excellence.
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Perform other duties as assigned.
Key Deliverables:
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Complete assigned routine servicing and administrative tasks accurately, timely, and in accordance with established procedures.
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Maintain organized and complete loan records while demonstrating attention to detail and a willingness to learn.
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Provide courteous support to internal partners and borrowers by responding to basic inquiries or escalating questions appropriately.
Organizational Structure:
Reports to: Director, Loan Operations
Supervises: NA
Qualifications:
Education:
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High school diploma or equivalent.
- Associate's degree or relevant coursework is preferred.
Required Knowledge/Skills:
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No prior banking or loan servicing experience required; training will be provided.
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Basic computer skills, including the ability to learn internal systems and use Microsoft Office or similar applications.
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Strong attention to detail and ability to follow written procedures accurately.
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Effective verbal and written communication skills.
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Ability to organize work, manage routine tasks, and meet deadlines with guidance.
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Ability to ask questions, accept feedback, and escalate issues when additional support is needed.
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Ability to work effectively both independently and as part of a team.
Desired Experiences:
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Customer service, administrative support, data entry, records management, or office experience preferred.
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Experience working in a team environment with a focus on accuracy, service, and meeting deadlines is helpful.
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Interest in learning banking operations, loan servicing, and financial services support functions.
Talents:
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Strong positivity.
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Mission driven, competitive, goal oriented, and motivated to develop themselves and others.
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Energetic, resourceful, and appropriate work intensity to get the work done
- Strong people acumen and relationship skills; Naturally pre-disposed to quickly establish positive personal and professional relationships.
Other:
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Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.
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Must be able to lift to 20 pounds.
TransPecos Banks will not accept unsolicited resumes from any source other than the candidate. We will consider any candidate for whom an Agency submits an unsolicited resume, to have been referred to us by the Agency free of any charges or fees, other than those agencies we engage on a specific search. TransPecos Banks will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
