Loan Systems & Operations Specialist

JOB TITLE: Loan Systems & Operations Specialist

FLSA STATUS: Non-Exempt

DATE: July 2026

SAFETY SENSITIVE: No

DEPARTMENT: Loan Operations

REPORTS TO: VP Loan Operations Manager

JOB SUMMARY

The Loan Systems & Operations Specialist serves as a key support resource for Loan Operations by maintaining expertise in the Bank's loan processes, systems, and workflow technologies. This position is responsible for understanding the loan lifecycle from origination through servicing, supporting system administration functions, assisting with implementation and maintenance of Loan Vantage (LV) and related loan systems, developing operational procedures, coordinating projects, and providing end-user training. The role acts as a secondary resource and backup to the VP Loan Operations and other loan systems administrators to ensure operational efficiency and consistency across the organization.

ESSENTIAL DUTIES AND OTHER RESPONSIBILITIES

• Deliver exceptional customer service through professional, responsive, and solution-oriented interactions.


• Develop a thorough understanding of the Bank's loan process from application through booking, servicing, documentation tracking, and payoff.


• Assist with the administration, configuration, maintenance, and enhancement of Loan Vantage and other loan-related systems.


• Collaborate with the VP Loan Operations and system administrators to identify opportunities for process improvement and workflow automation.


• Build, test, document, and implement loan workflows, templates, forms, and system enhancements within Loan Vantage and related platforms.


• Coordinate and execute assigned loan operations and technology projects.


• Develop written procedures, user guides, and training materials for loan systems and operational processes.


• Provide training and ongoing support to lenders, loan assistants, loan processors, and other Bank personnel on loan systems and workflows.


• Serve as a resource for troubleshooting loan system issues and escalating concerns when necessary.


• Participate in system upgrades, testing, and implementation of new products, features, and enhancements.


• Review loan documentation and loan records for accuracy, completeness, and compliance with Bank policies and procedures.


• Assist with system reporting, data validation, and quality control efforts.


• Recommend process improvements that increase operational efficiency, accuracy, and user adoption.


• Maintain effective working relationships with lending, loan operations, compliance, information technology, and other departments.


• Support cross-training initiatives and provide backup support for critical loan operations functions.


• Maintain in-depth knowledge of Bank products, services, policies, procedures, and loan systems.


• Understand and comply with Bank policies, laws, regulations, and the Bank's BSA/AML Program, including:




• Complete required compliance training.


• Adhere to internal procedures and controls.


• Report known violations of policies, laws, or regulations.


• Report suspicious customer and/or account activity.




• Maintain confidentiality of sensitive customer, employee, and Bank information.


• Promote professionalism, teamwork, accountability, and continuous improvement.


• Exhibit exemplary attendance and punctuality.


• Comply with company policies and procedures.


• Perform other duties as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES

• Comprehensive knowledge of loan operations, loan documentation, loan processing, and loan servicing functions.


• Strong understanding of the complete loan lifecycle and associated operational workflows.


• Ability to learn, administer, and support loan origination, document preparation, and workflow management systems.


• Experience working with Loan Vantage or similar loan origination and workflow systems preferred.


• Ability to develop, document, and implement operational procedures and system enhancements.


• Strong project coordination and organizational skills.


• Ability to independently manage multiple assignments and priorities.


• Strong analytical and problem-solving abilities.


• Excellent written, verbal, presentation, and training skills.


• Strong attention to detail and commitment to accuracy.


• Ability to identify process improvement opportunities and recommend effective solutions.


• Proficiency in Microsoft Outlook, Word, Excel, and other commonly used Bank software applications.


• Ability to work collaboratively with employees at all organizational levels.


• Ability to maintain strict confidentiality and exercise sound judgment.

SUPERVISORY RESPONSIBILITIES AND INTERACTIONS WITH OTHERS

This position has no direct supervisory responsibilities. The Loan Systems & Operations Specialist regularly interacts with lenders, loan assistants, loan processors, loan operations personnel, technology teams, management, auditors, and vendors. The position may provide functional guidance and training to employees using loan systems and operational workflows.

EDUCATION, TRAINING, AND EXPERIENCE

• High school diploma or equivalent.


• Minimum of three (3) years of experience in loan processing, loan operations, loan documentation, loan servicing, or a closely related banking function.


• Demonstrated understanding of loan documentation and banking operational processes.

Preferred

• Associate's or Bachelor's degree in Business, Finance, Accounting, Information Systems, or a related field.


• Five (5) or more years of banking experience.


• Experience with loan origination systems, workflow systems, or document management platforms.


• Experience developing procedures, conducting training, or participating in system implementation projects.