Loan Processor (Banking)

Position Summary

Manage, prepare and coordinate the documentation for processing consumer, commercial and mortgage loans. Supports lenders by collecting financial documentation on new and renewal loan requests. Collaborates with internal staff to ensure loan package progress from application through closing and final file completion. Serve as a point of contact for borrowers and provide general banking support and customer service.

Key Responsibilities

Customer & Stakeholder Communication

Communicate directly with customers and distribute loan application packages as requested by lenders.

Serve as a point of contact for borrowers, addressing inquiries and supporting their banking needs.

Coordinate with attorneys, legal assistants, and appraisers to facilitate real estate transactions.

Request and obtain payoff information from other financial institutions.

Documentation & Processing

Collect, review and organize required financial documents for new and renewal loan requests.

Prepare loan documentation using lending software platforms.

Manage document and execution (e‑signature, in‑person, or attorney‑facilitated).

Complete MV‑1 forms and e‑title transactions.

Upload and maintain complete loan files within core banking system.

Loan & Closing Coordination

Coordinate loan closings with customers, lenders, and legal partners.

Interface loans within the core banking system and process funding.

Reporting & Data Management

Order and review required reports (credit, CIP, Secretary of State search, JD Power, MLA, etc.).

Obtain flood certifications for real estate transactions when applicable.

Conduct market research and assist lenders in preparing credit approvals.

Prepare reports and supporting documentation for lenders as needed.

Compliance & Professional Standards

Maintain strict confidentiality of customers financial information.

Ensure adherence to all regulatory, compliance, and internal policies.

Complete any required training, including occasional after‑hours sessions.

Additional Duties

Perform other responsibilities as assigned in support of lending team.

Technical Skills

Microsoft (Outlook, Word, Excel)

Fiserv (Premier, Director)

Finastra LaserPro

Kinective ProSign or DocuSign (or similar tools)

Schedule

Monday – Friday | 8:00 AM – 5:00 PM

Qualifications

3+ years recent experience processing consumer, commercial loans and mortgage loans.

High School Diploma or equivalent required; coursework in Business, Finance, Accounting, or related field is preferred.

Strong attention to detail with the ability to work independently and collaboratively.

Peoples Bank & Trust is an Equal Opportunity Employer

This job description is intended to outline primary responsibilities, it is not intended to be an exhaustive statement of all responsibilities, duties, or requirements.

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