Loan Processor-Residential & HELOC Emphasis
Listed on 2026-02-12
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Finance & Banking
Loan Servicing, Finance Assistant, Banking & Finance -
Administrative/Clerical
Loan Servicing, Finance Assistant, Banking & Finance
Overview
Department:
Loans
Location:
Juda Branch (In-Person)
Hours:
Monday-Friday 8 am-4:30 pm
As a Loan Processor, with residential and HELOC emphasis, responsible for preparing complete loan documentation and system support work for new and renewed loans, including but not limited to, record data input, maintenance to various systems, monitoring accuracy of loan reports, preparation of loan documentation, filing and perfection of the Bank’s collateral. To have a strong understanding of the Bank’s core loan system, loan documentation software, and other supporting systems, such as the Bank’s tickler tracking software, flood certification website, Credit Bureau provider, WDFI’s UCC name/lien searches, etc.
Must be able to respond to customer inquiries regarding loan balances, payoffs, payments, and requirements of loan(s). Provide administrative support for lenders and ensure follow-up of incomplete loan file items is completed. Responsible for balancing general ledger, managing flow of documentation, and completing all required secondary market loan reports to investors for the Bank. Perform other tasks as assigned by supervisor, and senior management, regardless of job title or routine job duties.
Duties and responsibilities may be added, removed, or changed at any time at the discretion of management, formally or informally, verbally or in writing.
- None.
- Establish and process new loans and renewals on the Bank’s core system.
- Complete data entries for loan advances, payments, inquiries and input changes such as address, name, etc.
- Prepare and send loan deferments as assigned and requested by lenders.
- Prepare and send denials as assigned and requested by lenders.
- Complete and update as requested Credit Bureaus, identification validations, and other status reports with respective agencies, etc.
- Respond and assist customers with loan payments, validating loan balances and payoff amounts.
- Primary Loan Processor working with secondary market loans (sold and serviced) to ensure Bank documentation complies with delivery requirements; and
- Miscellaneous support and follow-up duties relating to this area i.e., follow-up letters or calls, data collection, and general system support.
- Prepare customer loan renewals when needed, which includes validating terms with lender, preparing renewal documents, validating payment history, updating loan file information (pulling and filing documents as needed) and completing the renewal work on the Bank’s core loan system.
- Prepare loan documentation for lenders, as assigned. Reviews new/existing loan documentation for accuracy and file completeness before loan is closed. This may include, yet is not limited to, insuring appraisal with review is on file, flood search has no flood issues, title work is on hand and areas of follow-up are noted, proof of collateral insurance is on hand, DFI name matches, UCC lien search is acceptable, OFAC completed, etc.
- Set up loan files, forward documentation for proper perfection of the Bank’s lien(s), and set-up ticklers within the Bank’s tickler tracking software and prepare loan files as far as possible before adding them to the incomplete status report.
- Assist and perform general administrative duties for lenders, including but not limited to, correspondence, title company follow-up for final title, tracking loan deferments, answering customer questions, etc.
- Assist in imaging of loan files.
- Provide assistance to Loan Operations Manager in the monitoring and tracking of all outstanding items for area of emphasis within the Bank’s tickler tracking software, which includes but is not limited to, customers’ final title policies, recording documents & releases, insurance, etc.
- Routine follow-up on missing loan file items, filing of loan documentation, and general file correspondence.
- Follow-up of all incomplete loan file work via tracking and monitoring of items for the completion of each loan file: respective real estate related documents.
- Obtain initial…
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