Loan Processor

Happy State Bank - Bedford, TX (30+ days ago)4.3

Job Details
Responsible for accurately and efficiently managing consumer, commercial, or real estate loan documentation via the appropriate online systems and reviewing it for completeness and compliance with banking regulations and policy.

Essential Duties and Responsibilities include the following:
  • Data management for loan processing including importing data from loan origination systems or inputting data into loan documentation preparation software;
  • Review data to ensure that approval falls within the Bank’s established lending authority;
  • Document management for loan processing including printing documents for appropriate lender, scanning documents, quality review of documents to ensure completion and accuracy, and obtaining required documents for loan verification;
  • Communicate with professionals such as attorneys, title companies, county clerks, as needed;
  • Assist department manager with projects; and
  • Other work related duties, as assigned.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable each individual with disabilities to perform the essential functions.
  • Must be proficient in Microsoft word, excel, and other similar computer software;
  • Must have excellent organizational, interpersonal, communication and customer relation skills;
  • Must have attention to detail and the ability to multi-task;
  • Must be capable of maintaining standards and reviewing work; and
  • Must pass credit and background screening process.
Education and/or Experience:
  • High school diploma or General Education Degree (GED); and
  • A minimum of six months working in a banking environment is preferred.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.