Loan Operations Specialist

Job Details

Job Location:

TULSA, OK 74146

Position Type:
Full Time

Education Level: High School

Assists in efficiently operating the Credit and Loan Operations departments by performing a post‑closing review of all loans, renewals, and modification packages. This includes loans made for consumer, business, or real estate purposes.

• Review loans and modification documentation packages for accuracy and regulatory compliance. Determines policy, collateral, and documentation exceptions.
• Note any ongoing exceptions or violations on the document housing software system for exception reporting.
• Perform checkback of loans booked on the previous day.
• Review the core system to ensure that terms correspond with signed documentation and are within the limits of the bank's loan policies.
• Responsible for digitizing paper documents and creating new customer files by scanning and uploading them to electronic databases promptly and accurately. Review loan documents and determine appropriate scanning indexes.
• Assist Bank employees with questions regarding loan documentation best practices and bank policy while providing support to enable them to serve the customer.
• Fulfills special requests and answers questions for document retrieval.
• Assist Bank employees with questions or issues concerning the Loan Origination and Management Platform software program.
• Flood policy monitoring.
• Collateral lien filing and recording as assigned.
• Ensures the safekeeping of titles and other possessory collateral. Is responsible for accessing and documenting items placed in and retrieved from the bank’s vault.
• Assist with audit of loan covenants, collateral verification, etc.
• Review File Maintenance Reports daily, print the required reports, and organize and distribute them appropriately.
• File original Promissory Notes in the vault and retrieve original notes for loans that have been paid in full.
• Work with the manager to ensure the Processes and Procedures Manual is up-to-date for all assigned duties.
• Become knowledgeable and stay current with relevant government regulations and industry best practices.
• Participate in ongoing education opportunities to maintain competencies and learn about industry trends and developments.
• This is considered an evolving job description related to system changes.
• There is an expectation that this position will troubleshoot all other duties performed in Loan Operations.
• Follow all Bank policies and procedures.
• Complete other duties and responsibilities as assigned.

• This is a support function for a front‑line customer service position, so attendance within policy guidelines is essential. Exceptions to medical or other pre‑approved absences should be documented in an individual’s personnel file.
• A primary function is to assist bank employees and others. Employees must be able to express themselves and exchange accurate information in person, by phone, and/or by email.
• Employee must be able to input, retrieve, and assess information using office computers/equipment.
• Employees will operate a computer, other standard office communication devices, and productivity machinery.
• Must be able to stay stationary for a minimum of 50% of work hours.

Reasonable accommodations may be made to enable individuals with disabilities to perform principal duties and essential functions described herein.

• Excellent Communication and Interpersonal Skills Required
• Conscientious and Self Motivated
• Able to work independently with minimal supervision or as a team member
• Customer/Client Focused
• Dependable and Punctual
• Able to address problems professionally and collaborate with officers and co‑workers to resolve issues
• Flexible within the working environment and able to adapt quickly and positively to challenging situations
• Thorough

This position has no supervisory responsibility. Level III should demonstrate leadership and be a resource for less experienced staff.

This job operates in a bank branch office. It is a professional environment.

This is typically a non‑exempt full‑time position. Hours may fluctuate…