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Loan Operations Assistant at Guaranty Bank and Trust N.A.

Posted in Management 30+ days ago.

This job brought to you by eQuest

Type: Full-Time
Location: Mt Pleasant, Texas

Job Description:

At Guaranty Bank & Trust, we are passionate about helping others and our communities.  We strive to stand out and be different, and as a result, our business is growing fast!


Guaranty Bank & Trust offers competitive pay and benefits, generous time off, continued training and career development.


Do you want to work for a respected financial institution who supports innovation, promotes collaboration, is environmentally responsible, technology driven, ethical and is willing to invest in your career?  If so, we should meet!


We are currently searching for an outgoing, caring leader to join our team as a Loan Operations Assistant.


Our company’s culture supports customers in achieving their financial goals and dreams.  The Loan Operations Assistant position is a back office position with minimal customer contact.  This position will perform a variety of clerical duties related to the booking and documentation of loans, such as scanning, filing and reviewing loan input and documentation of required loan documents.  This position requires a person that is detail oriented.  You’ll be able to help contribute to this by: 

  • Work with new loans from the previous day and review for proper documentation and other relevant data.

  • Input all automated payments.

  • Utilize exception tracking software to document loans and input expiration dates on time sensitive documents such as financial statements and insurance policies.

  • Input all new escrow accounts and set up entity accounts for future disbursals. 

  • Process all escrow disbursals and annual escrow statements 

  • Input to online tax service site all new real estate loans.

  • Balance paid and renewed Credit Life policies and prepares images to be submitted monthly to credit life vendors.

  • Review real estate insurance policy exceptions and force place insurance through online website as needed.

  • Performs UCC searches and prepares all state filing UCC’s.

  • Reconcile and balance multiple general ledger accounts related to the lending junction.

  • Prepare, review and mail adjustable rate notices.

  • Perform other tasks, which may be assigned by the department manager.

  • Complying with privacy policies and procedures to maintain customer confidentiality and information protection.

  • Complying with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.

  • Completing and passing all required regulatory compliance training as assigned. 


  • High School diploma or equivalent.

  • Minimum 6 months previous banking or general accounting experience.

  • College degree preferred, but must have some education in accounting and or finance.

  • Strong organizational skills, ability to work as part of a team.

  • Self-motivated with a strong work ethic.

  • Proficient in Microsoft Office including Outlook, Excel and Word.