What are the responsibilities and job description for the Loan Operations Specialist position at First State Bank of Uvalde?
Job Title: Loan Operations Specialist
Reports To: VP, Loan Operations Manager
Our Story
At First State Bank of Uvalde, we are committed to delivering premier banking services with integrity, hospitality, and a bold Texas spirit. Since 1907, FSBU has remained a safe, sound, and secure institution, focused on building long-term relationships through personalized service that reflects the traditions of our founders.
We take pride in our vision to continue the path laid by our early leaders — with the passion and drive to be the premier bank in Southwest Texas and beyond. Our mission is to provide trusted banking solutions, services, and products while delivering the highest quality customer service with authentic Southern warmth.
At the heart of our work are our core values:
We strive to be friendly, be professional, be proactive, be knowledgeable, and be accountable in everything we do.
The Position
As a team member of FSB, this position is expected to lead by example, embody these values, and foster a culture of good character, excellence, collaboration, and performance — ensuring our people, clients, and community experience the FSBU difference every day. You are also expected to always foster and promote the Institution’s image and brand.
The position of Loan Operations Specialist is responsible for providing operational and administrative support for the banks’ lending function. This person must be detail-oriented and be able to complete tasks in a timely and efficient manner. Must possess good technical ability and be proficient in Outlook, Word, and Excel applications along with establishing proficiency with the bank’s core system and loan documentation platform. This person must have a strong sense of urgency with regard to day-to-day responsibilities, given or impromptu tasks arising out of internal or external service issues or concerns. They must be able to retain information and make satisfactory steps in growing and taking ownership of their position in the department.
Essential Duties and Responsibilities:
First State Bank of Uvalde provides equal employment opportunities to all employees and applicants for
employment and prohibits discrimination and harassment of any type without regard to race, color,
religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation,
gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement,
promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Reports To: VP, Loan Operations Manager
Our Story
At First State Bank of Uvalde, we are committed to delivering premier banking services with integrity, hospitality, and a bold Texas spirit. Since 1907, FSBU has remained a safe, sound, and secure institution, focused on building long-term relationships through personalized service that reflects the traditions of our founders.
We take pride in our vision to continue the path laid by our early leaders — with the passion and drive to be the premier bank in Southwest Texas and beyond. Our mission is to provide trusted banking solutions, services, and products while delivering the highest quality customer service with authentic Southern warmth.
At the heart of our work are our core values:
We strive to be friendly, be professional, be proactive, be knowledgeable, and be accountable in everything we do.
The Position
As a team member of FSB, this position is expected to lead by example, embody these values, and foster a culture of good character, excellence, collaboration, and performance — ensuring our people, clients, and community experience the FSBU difference every day. You are also expected to always foster and promote the Institution’s image and brand.
The position of Loan Operations Specialist is responsible for providing operational and administrative support for the banks’ lending function. This person must be detail-oriented and be able to complete tasks in a timely and efficient manner. Must possess good technical ability and be proficient in Outlook, Word, and Excel applications along with establishing proficiency with the bank’s core system and loan documentation platform. This person must have a strong sense of urgency with regard to day-to-day responsibilities, given or impromptu tasks arising out of internal or external service issues or concerns. They must be able to retain information and make satisfactory steps in growing and taking ownership of their position in the department.
Essential Duties and Responsibilities:
- Demonstrates knowledge of bank regulations pertinent to lending.
- Processes all new, renewed and extended loans in the bank’s core operating systems.
- Prepare new loan file or organization of existing loan file.
- Processes and posts sold and purchased participation loan payments as received.
- Assists with requests during audits and exams.
- Prepares loan files and assists with filing documents in existing loan files.
- Daily payment processing as needed.
- Cross trains in all functions of Loan Operations as assigned by Supervisor. Provides a high level of customer service when responding to inquiries both internal and external, provides necessary resolution as appropriate.
- Processes paid out loan files
- Monitors insurance and collateral tracking
- Assists with general ledger transactions and balancing
- Assists in the daily scanning of loan and financial documents
- Other duties and/or projects as assigned.
- High School degree or GED required
- Excellent verbal and written communication skills
- Working knowledge of PC (MS Windows and Office products including Word, Excel, etc.)
- Self-motivated, confident, and ability to multitask effectively
First State Bank of Uvalde provides equal employment opportunities to all employees and applicants for
employment and prohibits discrimination and harassment of any type without regard to race, color,
religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation,
gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement,
promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.