Loan Operations Assistant

First State Bank of Uvalde
United States, Texas, Uvalde
Nov 13, 2025
Job Title: Loan Operations Assistant Reports To: Loan Operations Manager Our Story At First State Bank of Uvalde, we are committed to delivering premier banking services with integrity, hospitality, and a bold Texas spirit. Since 1907, FSBU has remained a safe, sound, and secure institution, focused on building long-term relationships through personalized service that reflects the traditions of our founders. We take pride in our vision to continue the path laid by our early leaders - with the passion and drive to be the premier bank in Southwest Texas and beyond. Our mission is to provide trusted banking solutions, services, and products while delivering the highest quality customer service with authentic Southern warmth. At the heart of our work are our core values: We strive to be friendly, be professional, be proactive, be knowledgeable, and be accountable in everything we do. The Position As a team member of FSB, this position is expected to lead by example, embody these values, and foster a culture of good character, excellence, collaboration, and performance - ensuring our people, clients, and community experience the FSBU difference every day. You are also expected to always foster and promote the Institution's image and brand. The position of Loan Operations Assistant is responsible for assisting the Loan Operations Manager with performing various duties and special projects related to consumer, business and Commercial Real Estate loan tracking; ; updating information on the Bank's mainframe computer system; monitoring tickler reports and following-up on exceptions; reviews past due accounts and other related reports with Loan Officer and corresponds with customers as needed. The position of Loan Operations Assistant is required to be fully knowledgeable and skilled in all areas of servicing loans. Assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations. Essential Duties and Responsibilities: Provides support to all assigned areas of the department where service or assistance is needed. Calculates loan pay off amounts for all types of loans. Prepares any Commercial Real Estate lien releases and correspondence needed for all parties in a payoff transaction. Assists with preparation of loan files and documentation requests for internal and external audits/exams including but not limited to scanning and importing loan documentation to their designated files. Works with insurance policies and related reports; contacts agents; works closely with loan officers and customers to ensure proper insurance is received and maintained. Assist loan officers and other personnel to ensure proper related documentation is prepared and/or provided. Corresponds with Customers to help maintain Loan in Compliance and for any Collections needed in a respectful, professional and private manner. Assists in all report tracking to ensure timelines are met and in compliance, Assists the Loan Operations Manager to extract data and analyze for tracking and reporting purposes. Assists the Loan Operations Manager in all upcoming projects for any communication or testing of any established or newly implemented programs. Treats people with respect; keeps commitments; Inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. Assists in any legal documentation preparation, researching any legal issues and assist attorneys with case preparation and court filings. Follows policies and procedures; completes administrative tasks correctly and on time; supports the Bank's goals and values; benefits the bank through outside activities. Performs the position safely, without endangering health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. Qualifications: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. Associate degree (AA) or equivalent from a college or technical school; or three years of related experience and/or training; or the equivalent combination of education and experience. Work-related experience should consist of a financial institution operations, sales or customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related Intermediate experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial account customers. Intermediate knowledge of related state and federal banking compliance regulations, and other Bank operational policies. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing and account opening software programs as well as Microsoft Office. Intermediate typing skills to meet production needs of the position. Intermediate knowledge of general office practices. Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner. Ability to multitask in a fast-paced environment while keeping a Professional work culture. The ability to keep an open mind to an ever-changing process and procedure environment. Technically proficient in excel and word processing to assist, build, and analyze reports. Advanced detail oriented and organizational skills to keep timelines aligned with the Bank's needs.