Loan Operations Specialist II

Job ID
1600 Redbud Boulevard
# of Openings
City, State


The Loan Operations Specialist II will complete a variety of tasks associated with the origination of loans, servicing and support of existing loans, including: generate and review all Consumer and Commercial Non Real Estate loan documents for lending staff ensuring accuracy in documentation to minimize the Bank’s risk.


  • Process new and renewal loan requests ensuring the monitoring of loan authority and loan policy requirements.
  • Generate required loan documents on all new and renewed consumer and commercial loans using LaserPro as per federal and state laws and assuring Bank’s perfection.
  • Verify and clear up discrepancies between loan worksheet and supporting documentation, identify and document both collateral and policy exceptions for follow up.
  • Communicate with lending staff to provide guidance on collateral perfection on all submitted loan requests, including: ensure appropriate entity documents are provided to support styling of commercial loans.
  • Perfection of non real estate collateral types to ensure the Bank’s perfection on applicable loans, including: vehicles, boats, motorhomes, business assets, marketable securities, CDs and life insurance.
  • Review executed loan documents for appropriate signatures and create CIF record in Jack Henry/Silverlake system (new customers only) prior to submission for booking loan to the Jack Henry/Silverlake system.
  • Book all loans to Jack Henry/Silverlake system including disbursement of proceeds, distribution of loan fees, set up of FASB fees etc.
  • Process loan payments, set up and clear collateral ticklers and exceptions, monitor and continue UCC filings for the Houston region.
  • Assist the Loan Operations department and lending staff on research, customer service and system maintenance that may be needed on loans.
  • Perform other duties as assigned.


  • High school diploma or equivalent education certificate (GED)
  • 2 - 5 years general banking knowledge
  • 1 – 3 years commercial loan processing, documentation and servicing
  • Should be self-motivated, detail oriented and able to take direction
  • Professional demeanor, cooperative attitude, strong verbal and written communications skills
  • Working knowledge of loan processing systems
  • Working knowledge of all loan collateral documentation including commercial, consumer and entity documentation requirements
  • Working knowledge of loan compliance regulations
  • Experience in Microsoft Word and Excel
  • Experience in LaserPro (required)
  • Demonstrate general knowledge of Bank Secrecy Act and OFAC related responsibilities in the performance of daily operations to ensure adherence to bank policies and compliance with all regulatory requirements.

To be considered for this position, you must at least meet the basic qualifications.


No phone calls or direct e-mails please.


Pre-employment background screening will be conducted.


Independent Bank is an EEO/AA - M/F/Disability/Protected Veteran Status.


Note: The job description does not constitute an employment agreement between the employer and employee. The above statements describe the general nature and level of work being performed within this classification. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications required of employees assigned to this job. If you require assistance at any stage of the employment application process due to a disability, please contact Human Resources at 214-544-4777.





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