Top 20 Loan specialist Jobs in Austin Tx

Retirement Loan Team Specialist, Operations
Charles Schwab —Austin, TX
- $26.92 - $44.38 an hour
- Hybrid work
- Mid-level
- Office
- Continuous improvement
- Paid parental leave
- Employee stock purchase plan
2d
Mortgage Admin & Closing Specialist
R Bank —Round Rock, TX
- $24 - $28 an hour
- Full-time
- Spanish
- Word processing
- Pass drug screening
- Health savings account
- Health insurance
Quick Apply
Bilingual Consumer Lending Sales Specialist - Full Time (100026)
Advance America —Pflugerville, TX
- $16 - $19 an hour
- Overtime
- Background check
- 18 years or older
- Spanish
- Paid parental leave
- Paid holidays
Quick Apply
Loan Sales Specialist - South Park Meadows
OneMain Financial —Austin, TX
- Extended hours
- Spanish
- Office
- High school diploma or GED
- Employee stock purchase plan
- Paid holidays
9d
Loan Sales Specialist
OneMain Financial —Round Rock, TX
- Extended hours
- Spanish
- Office
- High school diploma or GED
- Employee stock purchase plan
- Paid holidays
Loan Specialist Sales - Austin
The Savings Group —Austin, TX
- $36,000 - $200,000 a year
- Full-time
- Office
- Entry level
- Paid training
- 401(k) matching
Quick Apply
RON Notary Specialist
Orchard —Austin, TX
- $50,000 a year
- Full-time
- Remote
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Loan Specialist
Texas DPS Credit Union —Austin, TX
- $22 - $26 an hour
- Full-time
- Spanish
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
Mortgage Servicing Specialist
A+ Federal Credit Union —Austin, TX
- $20.99 an hour
- Full-time
- Background check
- Mid-level
- Analysis skills
Quick Apply
Field Support Specialist
WFC Limited Partnership —Austin, TX
- $17 - $20 an hour
- Extended hours
- Computer literacy
- Office
- High school diploma or GED
Quick Apply
4d
Sr. Consumer Loan Specialist - Sales Customer Service
Republic Finance, LLC —Round Rock, TX
- $36,000 a year
- Full-time
- Pass drug screening
- Mid-level
- Office
- Paid holidays
- Disability insurance
Bilingual Loan Specialist - 174
Sun Loan Company —Round Rock, TX
- Urgently hiring
- Bilingual
- Basic math
- Office
- Paid holidays
- Health insurance
Quick Apply
9d

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Retirement Loan Team Specialist, Operations

Charles Schwab -
Austin, TX

Apply Now

Job Details

$26.92 - $44.38 an hour
2 days ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Optimizing workflow processes
Defined contribution retirement plans
Record keeping
Retirement account customer support
Customer relationship building
Finance
Spreadsheets
Mid-level
Employee Retirement Income Security Act of 1974 (ERISA)
Post-loan customer support
Quality control management
Compliance management
Quality risk management
Managing clients in a finance role
Continuous improvement
Quality improvement
Quality compliance management
Organizational skills
Financial services
Productivity software
Customer support for financial loans
Loan loss mitigation
Communication skills
Under 1 year
Financial compliance
Time management

Full Job Description

Austin, TX ; Richfield, OH

Requisition ID 2026-125646 Category Operations Position type Regular Pay range USD $26.92 - $44.38 / Hour Application deadline 2026-08-31

Your opportunity

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goal with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm, and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 50 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible, and understandable for all. As we enter our fifth decade, we are looking for talented, innovative, and driven people who believe they can help themselves, and our clients, create a better future.

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

The goal of Operational Services, within Plan Administration & Implementation (PAI), is to meet the needs of Retirement Plan Services by providing the best client service possible as it relates to the recordkeeping aspects of Defined Contribution Retirement Plans. Specifically, a Specialist is responsible for managing relationships with plan sponsors and internal business partners while ensuring absolute compliance with all regulations and requirements of ERISA Law.

What you have

As a Loan Specialist, you’ll help create a positive, reliable service experience for plan sponsors and participants. You’ll manage 100+ client relationships, serve as a retirement plan loan subject matter expert, and provide consultative support that helps clients resolve loan needs with confidence. You’ll also support core operational processes, respond to inquiries with accuracy and urgency, strengthen quality controls, identify process improvements, mitigate risk, and contribute to excellent client outcomes.

Key responsibilities include:

Partner with plan sponsors to bring loans current through clear, customized action plans and guidance on corrective methods.
Analyze loan and payroll history to provide accurate data and practical resolution options.
Communicate clearly and proactively to support day-to-day loan needs.
Collaborate with internal partners to ensure timely responses to participant and plan sponsor requests.
Strengthen quality controls and identify process improvements that support key deliverables and elevate the client experience.
Monitor and coordinate loan modification requests to ensure timely, accurate completion.
Support new plan and merger conversion meetings, ensuring smooth onboarding experiences for new clients.

What You Have

Strong written and verbal communication skills.
Excellent organization, time management, attention to detail, and analytical thinking.
Ability to manage multiple priorities in a fast-paced, deadline-driven environment with accuracy.
Sound judgment and the confidence to engage the right resources when needed.
A continuous improvement mindset, with curiosity and creativity to challenge the status quo.
Proficient in Microsoft Excel, Word, and PowerPoint.
A positive, team-first approach that fosters engagement, collaboration, and shared success.
Financial or retirement industry experience preferred but not required.
College degree or equivalent work experience.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

Refine Your Search

loan specialist jobs in austin tx

Retirement Loan Team Specialist, Operations

Mortgage Admin & Closing Specialist

Bilingual Consumer Lending Sales Specialist - Full Time (100026)

Loan Sales Specialist - South Park Meadows

Loan Sales Specialist

Loan Specialist Sales - Austin

RON Notary Specialist

Loan Specialist

Mortgage Servicing Specialist

Field Support Specialist

Sr. Consumer Loan Specialist - Sales Customer Service

Bilingual Loan Specialist - 174

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I want to receive the latest job alert for loan specialist in austin tx

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Your opportunity

What you have

What’s in it for you

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment

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