Austin Bank · 1 week ago
Loan Doc. Specialist (Loan Processor) in CLD Whitehouse
Whitehouse, Texas, United States
Full-time
Onsite
New Grad, Entry LevelAustin Bank is a financial institution located in the United States, and they are seeking a Loan Document Specialist to join their team in Whitehouse, TX. The role involves evaluating and preparing loan documents, ensuring compliance with regulatory requirements, and providing exceptional customer service.
BitcoinFinancial ServicesVenture Capital
Responsibilities
Employee is responsible to understand and comply with regulatory requirements for financial transactions, most specifically Bank Secrecy Act (BSA) and Customer Identification Program (CIP) as it relates to specific job functions
Exhibits superior customer service as an Austin Bank team member
Demonstrates high quality relationship building techniques to ensure the customer receives the best possible solution to his banking and financial needs
Helps promote a loyal relationship between the customer and Austin bank
Participates in developing a teamwork atmosphere with co-workers as part of department/branch location by attending meetings, participating in discussions, treating co-workers with respect and courtesy, and contributing to departmental goals
Has a responsibility to stay abreast of company communications by reading publications, announcements and company e-mails, etc
Take advantage of appropriate communication channels regarding bank related business matters
Develop personal skills and capabilities through on-going training, as provided by the company or elsewhere subject to Company approval
Uphold and safeguard the organizations values particularly relating to ethics, integrity, and confidentiality both internally and externally
Evaluates and prepares all types of loan documents in the Loan Operating system
Reviews new and renewal loans for documentation, loan policy and regulatory compliance
Inputs loans into core processing system
Orders flood determinations for all improved property loans
Processes all work in a timely manner according to departmental established goals
Other duties as assigned by manager
Reports to work regularly and promptly
Maintains confidentiality at all times
Provides superior customer service
Maintains established department and Bank policies, procedures and objectives and quality assurance
Enhances professional growth and development through participation in in-service meetings, current literature, etc
Qualification
Required
Understand and comply with regulatory requirements for financial transactions, most specifically Bank Secrecy Act (BSA) and Customer Identification Program (CIP)
Exhibit superior customer service as an Austin Bank team member
Demonstrate high quality relationship building techniques
Participate in developing a teamwork atmosphere with co-workers
Stay abreast of company communications by reading publications, announcements and company e-mails
Develop personal skills and capabilities through on-going training
Uphold and safeguard the organization's values relating to ethics, integrity, and confidentiality
Evaluate and prepare all types of loan documents in the Loan Operating system
Review new and renewal loans for documentation, loan policy and regulatory compliance
Input loans into core processing system
Order flood determinations for all improved property loans
Process all work in a timely manner according to departmental established goals
Report to work regularly and promptly
Maintain confidentiality at all times
Maintain established department and Bank policies, procedures and objectives and quality assurance
Enhance professional growth and development through participation in in-service meetings, current literature, etc
Company
Austin Bank
Austin Bank is a bank that offers personal banking, business banking, and loan services.
Founded in 1900
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Mike Gunnels
Sr. Executive Vice President Chief Credit Officer
Company data provided by crunchbase