• Position Summary

PBT Bancorp is seeking an experienced Loan Operations Assistant to support our lending operations through loan booking, post-closing maintenance, wire coordination, and operational support functions. The ideal candidate is highly organized, detail-oriented, and experienced in the various loan processes within a banking environment. This is NOT a remote position. This is IN OFFICE work position.

Key Responsibilities

• Support Mortgage Loan Officers and leadership teams throughout the loan lifecycle process
• Perform loan booking, boarding, and system setup activities accurately and within established timelines
• Process loan maintenance requests, servicing updates, and account changes in accordance with internal procedures
• Prepare, verify, and submit wire requests while ensuring compliance with bank policies and security protocols
• Assist with escrow administration and insurance-related matters, including insurance documentation tracking, borrower follow-up, policy updates, and coordination with insurance providers and closing agents
• Manage participation loan payment activities and related reconciliation support
• Respond to customer inquiries, correspondence, and research requests in a professional and timely manner
• Assist with credit report dispute resolution and supporting documentation review
• Review loan documentation for completeness, accuracy, and regulatory compliance prior to submission and funding
• Coordinate effectively with processing, underwriting, closing, post-closing, and servicing teams to ensure smooth loan flow and operational efficiency
• Maintain organized and accurate electronic loan files, records, and tracking systems
• Ensure adherence to bank policies, investor guidelines, and applicable federal and state regulatory requirements
• Communicate professionally with borrowers, attorneys, title companies, vendors, investors, insurance carriers, and internal departments
• Assist with post-closing quality control, document tracking, collateral follow-up, and servicing support as needed
• Support departmental operational initiatives and process improvement efforts to enhance efficiency and service standards

Qualifications

• 3 years of loan banking experience required
• Experience with residential, retail, 1–4 family, and commercial/CRE lending
• Strong understanding of loan operations and loan lifecycle
• Experience handling wires and loan maintenance functions
• Excellent organizational and communication skills
• Ability to multitask in a fast-paced environment
• Banking experience strongly preferred

Preferred Skills

• Experience with LOS systems and lending technology platforms
• Strong compliance awareness and attention to detail
• Team-oriented mindset with strong customer service skills

Pay: $18.00 - $20.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Work Location: In person