Jefferson Bank Loan Operations Specialist II in San Antonio, Texas

Our Mission Statement: Earning long term relationships every day through integrity, responsiveness, and commitment. This is personal to us.

Through the years, Jefferson Bank has created an elite team of highly skilled, family oriented and civic-minded individuals who contribute to the bank's continuing success. Therefore, it is vital that we continue to attract, retain, train, and motivate the very best employees to serve our clients. Jefferson Bank seeks service-minded candidates with innovative ideas to join our financial services family.

Work Schedule: Monday – Friday: 8:00am – 5:00pm

We are looking for an experienced loan processor to assist our back office team in providing the best possible service for our customers.

A Loan Operations Specialist II for Jefferson Bank will assist in the preparation of various types of consumer, commercial and real estate loans. As a Loan Operations Specialist II you will contribute to the overall success of the Loan Operations department by:

  • Maintaining outstanding loan reports
  • Building new/renewed loans for exception training, and reviewing documentation accounting to regulations
  • Running Credit, Dun, Bradstreet, Lean Search, and NACM reports as needed by Loan Officers and Loan Assistants
  • Serving as a back-up for document preparation and imaging, while reviewing imaged documents for accuracy
  • Assisting with Uniform Commercial Code, Insurance, and preparing monthly reports
  • Opening and distributing daily mail within the department

In return we offer you a chance to join a family oriented seasoned employer where teamwork comes together to exceed our customer expectations. If you meet our minimum qualifications and are looking to take your career to the next level we invite you to apply and learn more.

We offer outstanding employee benefits such as medical, dental, vision, tuition reimbursement, paid vacation, sick leave, defined benefit retirement plan, 401(k) plan, and opportunities for internal advancement! View additional benefit information at: ( )


*To be considered all applicants must currently reside in the local San Antonio, TX area*

Work Experience

  • 1-2 years loan documentation and loan collateral experience
  • Familiarity with back office loan administrative support


  • High school education or equivalent
  • Ability to multi-task with accuracy and follow assigned tasks through completion
  • Ability to prioritize tasks through proper time management
  • Excellent oral and written communication


  • Knowledge of Jack Henry, LaserPro, Synergy, and other types of loan tracking systems
  • Excellent computer literacy in all Microsoft Programs (Outlook, Internet Explorer, Word, Excel, Power Point, Adobe Reader)
  • Ability to work with office equipment such as copiers, scanners, shredders, fax

Mental Requirements

  • Must be able to hear and speak to communicate with customers
  • Proven organizational skills with ability to multi-task and follow assigned tasks through completion
  • Ability to work independently with minimal supervision
  • Must be accustomed to a fast-paced office environment
  • Must have the ability to work with frustrated or anxious customers
  • Must be able to handle stress of deadlines/time sensitive tasks

Physical Requirements

  • Must be able to reach, bend and lift files up to 45 lbs
  • Must be able to stand periodically throughout the day
  • Must be able to sit for most of the day in front of a computer
  • Must be able to speak to and hear customers
  • Must be able to read a laptop/computer monitor
  • Must be able to type on a keyboard

Working Conditions

  • Usual office conditions. May be dusty at times due to large amounts of paper handled

Jefferson Bank is an Equal Employment Opportunity Employer and Affirmative Action Employer - M/F/Disability/Protected Veteran Status

Click this link to view the "EEO is the Law" Poster: (link is external)

Note: This job description has been designed to indicate general nature of work performed by employees 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.

Location: Leon Valley Banking Center

Requisition #: 692

# of Openings: 1