Department: Loan Operations Reports To: Loan Servicing Coordinator Supervises: None Last Updated: 06.2026 Summary: Input and update loan data in the financial institution’s computer system, prepare and verify loan documents for accuracy, and perform other duties as assigned and/or necessary. MAJOR DUTIES & RESPONSIBILITIES: - Perform all collateral maintenance on various loan types including Commercial, Consumer, and Real Estate Loans.
- Upload Consumer Loans and Indirect Loans.
- Provide superior customer service to all loan customers over the phone, email or occasionally in person.
- Assist lenders and customers researching answers to questions on their loans.
- Monitor insurance coverage on all loan collateral and monitor flood insurance coverage when needed.
- Perform daily and monthly balancing of Loan GL accounts and various bills and payments.
- Process, maintain files, and update computer information for new and paid loans including checking legal documents for proper vesting, legal descriptions, closing dates, and signatures.
- Ensure all loan collateral is properly secured, including insurance, UCC filings, titles, and other required lien perfection items.
- Understand and follow bank/department regulations, policies, and procedures, and participate in all compliance-related training
- Perform other duties as assigned and/or necessary
EDUCATION & EXPERIENCE: - Bachelor’s or associate degree in business, finance, accounting or related field preferred, or an equivalent combination of education and experience
- High school diploma or equivalent required
- Previous experience in a bank and/or lending environment desired
- Knowledge of Bank loan products desired
- Strong customer service background
- Strong verbal and written communication skills
- Ability to work under general supervision, manage multiple priorities, and meet deadlines
- Ability to retain large amounts of information
- Ability to understand different loan types, loan structures and variable rates
- Strong computer and technical skills
- Strong attention to detail
- Strong analytical, critical thinking, problem solving skills
- Ability to understand and comply with bank policies and regulations, including RESPA and others
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