Referso Jobs

Commercial Information Systems Administrator III

Northwest Savings Bank · Posted Jul 31, 2026

Open

Bellevue, Pennsylvania, United States
Senior
6–8 years

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Commercial Information Systems Administrator III

Northwest Savings Bank · Posted Jul 31, 2026

Open

Bellevue, Pennsylvania, United States
Senior
6–8 years

Apply with Referso

Loan Operations Trainer

b1BANK · Posted Nov 5, 2026

Open

Texas, United States
4–7 years

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Supports the bank’s strategic goals by developing, delivering, and maintaining loan operations training programs, job aids, and reference materials.

Responsibilities

Develop and maintain loan operations training materials, job aids, and reference guides.
Facilitate employee onboarding activities related to lending operations, including system navigation, procedures, and operational workflows.
Deliver assigned training sessions (classroom, virtual, or one-on-one) as directed by the Assistant Director of Loan Operations.
Provide hands-on support and guidance to frontline and operational staff regarding lending systems, auxiliary systems, and standard procedures.
Facilitate follow-up activities with trainees to reinforce learning and support knowledge transfer.

Requirements

High school diploma or equivalent
Bachelor’s degree in a business- or finance-related field
Nice to have: Bachelor’s degree in a business- or finance-related field

Skills

loan operations lending experience bank policies loan application policies

Customer Success Manager, Retail Lending

Finastra · Posted Oct 30, 2026

Open

Atlanta, Georgia, United States
Hybrid
Full-time · Mid

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The CSM, Retail Lending is responsible for ensuring customers achieve ongoing value, adoption, and satisfaction from Finastra’s Retail Lending solutions - LaserPro and MortgageBot. The CSM owns the post-sale customer experience through renewal readiness, acting as a trusted advisor to customer stakeholders while proactively managing adoption, risk, and outcomes.

Responsibilities

Drive customer adoption of Finastra’s Retail Lending platforms to ensure realization of intended business and operational outcomes.
Develop and maintain Customer Success Plans aligned to customer goals, regulatory requirements, and platform capabilities.
Proactively monitor product usage, adoption trends, and outcome attainment across assigned accounts.
Deliver targeted enablement, training, and adoption programs
Identify and manage risks proactively.

Requirements

Nice to have: lending
Nice to have: credit
Nice to have: core banking platforms
Nice to have: Customer Success platforms
Nice to have: digital engagement tools

Skills

Customer Success Client Services Account Management enterprise SaaS

Loan Operations Manager

Grove Bank & Trust · Posted Nov 3, 2026

Open

Miami, Florida, United States
Manager
5+ years

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Responsible for the management, supervision and direction of all loan operations activities including loan processing, loan documentation, loan closing and loan insurance monitoring.

Responsibilities

Manages day-to-day loan operations functions including loan processing, loan documentation, loan closing, loan servicing and loan insurance
Develops and maintains effective and efficient workflows; leads loan operations projects; and is the system administrator for loan operations’ core system updates and maintenance
Provides overall supervision of department employees and oversight of the loan operations workflow
Assigns duties; establishes performance standards; conducts performance management; conducts training; and determines staffing, training and development needs
Liaison between Jack Henry SilverLake Core and department employees as it pertains to issue resolution or research

Requirements

Bachelor's degree

Skills

loan processing loan documentation loan closing loan servicing loan insurance

Business Banking Loan Documentation Specialist

Community Bank, N.A. (subsidiary of Community Financial System, Inc.) · Posted Nov 6, 2026

Open

Oneida, New York, United States
Full-time
$22–$31 per hour
2+ years

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Interpret and process Business Banking loan applications using the NextGen digital platform in a highly accurate and timely manner.

Compensation

USD $21.75/Hr. Maximum USD $30.50/Hr.

Responsibilities

Interpret and process Business Banking loan applications using the NextGen digital platform in a highly accurate and timely manner.
Utilize credit memo, approval.commitment letter and credit file information to properly prepare loan closing documentation.
Manage personal workload to complete assignments in a timely manner and achieve departmental goals.
Prepare commitment letters and loan closing documents, including real estate and non-real estate loans, in accordance with approvals and bank loan policy.
Establish pre-closing checklists for tracking of approval conditions.

Requirements

Associates Degree or equivalent in a business field of study (finance, management, economics, accounting) or equivalent related experience
Nice to have: NextGen knowledge
Nice to have: LaserPro knowledge

Skills

Proficient reading writing grammar

Loan Documentation & Operations Specialist I/II/III/IV

Bank of Hawaii · Posted Nov 6, 2026

Open

Honolulu, Hawaii, United States
1+ years

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Responsible for reviewing, preparing, and managing loan and lease documentation, ensuring compliance with bank and regulatory standards, and performing quality control and SOX reviews.

Responsibilities

Review loan requests for completeness and accuracy
Prepare and perform quality control reviews of loan or lease documents
Maintain relationships with dealer clients
Audit executed documents for compliance
Prepare imaging requests and book accounts

Requirements

High school diploma or G.E.D.
0 to 2 years of college or equivalent work experience
Nice to have: consumer loan documentation
Nice to have: leasing loan documentation
Nice to have: real estate loan documentation

Skills

loan documentation SOX quality control regulatory compliance Microsoft Office Bank software Outlook Word

Commercial Portfolio Administrator

OnPath Federal Credit Union · Posted Nov 8, 2026

Open

Mandeville, Louisiana, United States
$20–$26 per hour
1–3 years

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The Commercial Portfolio Administrator serves as the primary source of operational, administrative, portfolio management, and member service support for the Commercial Lending Department.

Compensation

initial salary of $20.45 to $25.57/hour

Responsibilities

Coordinate loan closings, renewals, extensions, modifications and boarding
Review documentation for completeness and compliance
Order appraisals, title work, flood determinations, environmental reports and UCC searches
Coordinate with attorneys, title companies and vendors
Process participation settlements, payoffs, paydowns, rate changes and collateral releases

Requirements

Two-year college degree or completion of a specialized course of study at a business or trade school equivalent to approximately 64 credit hours

Skills

Microsoft Office Adobe Acrobat nCino LaserPro

Benefits

Medical
Dental

LOAN DOCUMENTATION SPECIALIST

SOUTHWEST BANK · Posted Nov 3, 2026

Open

Odessa, Texas, United States

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Supports commercial loan officers by assembling, reviewing, and reconciling loan documentation for funding and compliance.

Responsibilities

Assemble and coordinate loan documents for commercial and commercial real estate loans
Review third‑party documents such as title reports and appraisals
Obtain credit reports, appraisals, title reports, UCC searches, environmental reports, insurance information, flood certificates, Secretary of State filings
Prepare and reconcile loan origination documents for various loan types
Review outside counsel documentation prior to closing

Requirements

High School Diploma or GED equivalent
Associates degree or equivalent work experience
Nice to have: Associates degree or equivalent work experience

Skills

Knowledge of LaserPro or equivalent loan documentation system Advanced knowledge of Microsoft Office products Knowledge of the banking industry including loan accounting Knowledge of commercial and consumer loan documents

Loan Documentation Clerk/Editor

BancFirst Corporation · Posted Nov 3, 2026

Open

Lawton, Oklahoma, United States
On-site
Full-time · Entry

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Preparation and editing of loan documents in accordance with policy, procedures, and regulations, including document perfection and compliance audits.

Responsibilities

Preparation of loan documents in accordance with loan policy & procedures, guidelines and compliance
Loan Pre-Edit to ensure loan policy, procedures, underwriting guidelines, and regulation compliance
Document perfection in LaserPro for Commercial, Consumer and Consumer Real Estate loans
Ensure that lender deficiencies and outstanding exceptions are addressed and variances are mitigated
Loan Compliance and all Regulations with HMDA/CRA/RESPA/TIL/TRID/Flood Hazard

Requirements

Nice to have: Previous loan and loan documentation experience
Nice to have: LaserPro document production application
Nice to have: HMDA/CRA/RESPA/TIL/TRID/Flood knowledge
Nice to have: Bilingual (Spanish)

Skills

Loan documentation Lending policy and procedure Loan underwriting principles Microsoft Office

Lead Closing Officer - CRE (Commercial Real Estate)

KeyBank National Association · Posted Nov 3, 2026

Open

Brooklyn, Ohio, United States
Hybrid
Full-time
$57K–$87K per year
2+ years

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The Lead Service Officer is responsible for either closing or servicing moderate to highly complex commercial loans, both real estate and non-real estate secured, syndicated, or non-syndicated in accordance with credit approval, risk management and loan documentation.

Compensation

This position is eligible to earn a base salary in the range of $57,000.00 - $87,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Responsibilities

Provide superior client service and drive the loan closing process
Collaborate with line of business and third parties
Adhere to KeyBank and regulatory compliance procedures
Identify and resolve risk exceptions
Manage assigned portfolio of complex loan structures

Requirements

Bachelor's Degree (preferred) or equivalent work experience

Skills

commercial lending concepts commercial loan documentation and closing problem-solving decision-making interpersonal communication

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