Jonestown Bank & Trust Co. · 5 months ago
Loan Operations Associate
Jonestown Bank & Trust Co. is seeking a Loan Operations Associate to support their loan management processes. The role involves responding to customer inquiries, maintaining loan accounts, ensuring compliance with documentation, and performing various operational tasks related to loans.
BankingFinancial ServicesLending
Responsibilities
Respond to telephone inquiries from customers and associates pertaining to loan balances, payoffs, collateral information, etc
Loan account maintenance and transactions
Perform daily balancing of the general ledger accounts
Review loan files for proper documentation and compliance
Prepare, review, and maintenance missing or incorrect documentation on the Loan Error Log
Prepare, scan and perform quality control on loan files
Order coupon books
Add and remove ACH and AFT records
Process returned payments
Collection maintenance
Process charge offs
Process loan extensions
Maintenance and process vehicle titles
Process closed loans
Process low balance report
Process and maintain proof of collateral insurance
Prepare and review HMDA LAR documentation
Review all declinations
Prepare Satisfaction Pieces
Initialize and maintain Forced Placed Insurance
Review and maintain Flood Insurance
Document and perform total loss documentation for insurance companies and customers
Prepare escrow accounts for payment
Prepare and maintain escrow analysis
Monitor and process PMI payments and cancellations
Federal Home Loan Bank (FHLB) monthly balancing
FHLB remittance
Process participation payments
Update and maintain dealer floor plan
Update and maintain adjustable rate analysis on loans
Process monthly credit insurance commission
Process credit life/disability claims
Process construction draws
Maintain tickler report
Perform other duties as assigned
Must advance to Loan Operations Specialist I within 18 months of hire
Qualification
Required
Broad knowledge of departmental operations, policies and procedures
Ability to deal effectively and tactfully with customers and associates
Ability to recognize irregular or suspicious transactions and take appropriate steps to prevent loss
Adequate understanding of operations in other departments and bank retail outlets
Understanding of Federal Regulations as they apply to loans
Experience with using personal computers and common business applications such as Word, Excel, and Outlook
Ability to operate common business equipment such as copiers, printers, and scanners
Above average problem solving and accounting skills
Ability to lift 25 lbs
Preferred
Exposure to bank core accounting systems, Jack Henry Silverlake preferred
Company
Jonestown Bank & Trust Co.
Jonestown Bank & Trust Co. is a community bank that offers banking, mobile banking, financial services, and lending services.
Funding
Current Stage
Growth StageRecent News
GlobeNewswire
2026-01-16
Jonestown Bank & Trust, Co.
2025-10-15
Jonestown Bank & Trust, Co.
2025-07-15
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