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Financial Analyst
Pilot Point, TX

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(Confidential)

Loan Operations Real Estate Processor-Pilot Point

Entry-Level JobVerifiedNo experience needed
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Job Description

Salary Confidential

Position range in Denton County $14.67 - $25.25 Per hour Loan Operations Real Estate Processor-Pilot Point

(Confidential)

Occupation:

Office and Administrative Support Workers, All Other

Location:
PILOT POINT, TX - 76258
Job Type:

Regular, Full Time (30 Hours or More), Permanent Employment

Posted:

08/06/2026

Positions available: 1

Source:

WorkInTexas

Web Site:

WorkInTexas

Onsite /

Remote:

Work onsite all of the time

Updated:

09/25/2026

Expires:

11/11/2026

Job #: 17051381

Job Requirements and Properties

Help for Job Requirements and Properties. Work Onsite

Full Time Education

High School Diploma or Equivalent Experience

6 Month(s) Schedule

Full Time Job Type

Regular Duration

Permanent Employment Hours

40 Hours Per Week Benefits Help for . Promote, market, and facilitate the overall sale of products of the bank. Contribute to the bank's growth by the effective sale of bank services to new and existing customers with emphasis on courteous and professional service.

FLSA STATUS

This position is classified as Non-Exempt under the

FLSA. OVERVIEW
The purpose of this position is to:
  • Perform the duties related to processing, closing, funding and servicing of consumer and commercial loans.
  • Monitor the closing of loan relationships and make sure loans are closed in timely, organized fashion while maintaining compliance with regulatory rules and laws as well as bank policy.
  • Identify and take advantage of opportunities to promote and refer bank products and services to satisfy customers' financial needs and goals and direct them to the appropriate staff.
ESSENTIAL JOB FUNCTIONS
  • Follow policies and procedures to facilitate processing for all real estate (commercial, construction, residential, etc), commercial equipment, and aircraft loans and complete all transactions in unison with loan officer; be a liaison with Loan Officer.
  • Ensure that all required documentation is present in the loan request as contained in the real estate checklist.

Obtain necessary applications, disclosures, fees, etc. Once loan is approved, prepare closing package and order necessary loan information to complete each transaction, such as but not limited to: appraisals, title work for real estate loans and aircraft, loan documents, surveys, insurance, etc.

  • Obtain needed documentation and loan document requests to attorney and/or third parties.
  • Review real estate loan documents for accuracy and obtain corrections as needed.
  • Book/fund loans once closed in accordance with the requirements of the loan approval and loan documents, and reviewed for accuracy and completeness, including appropriate exception approvals.
  • Prepare and give to the SVP/Sr. Credit Officer the booking checklist within 72 hours of booking.
  • Ensure that all legal documents have been filed for recording with the appropriate agencies.
  • Ensure receipt of title policy from title companies and review for accuracy.
  • Prepare real estate loan folder and image all documents within 72 hours of receiving originals.
  • Prepare renewals, extensions and Modifications
  • Assist with construction project advances/draws and become proficient with Bank Labs.
  • Ensure that all necessary approvals have been obtained and are scanned with the loan file.
  • Perform annual escrow analysis.
  • Monitor and clear delinquent property taxes.
  • Maintain a productive workflow as a member of a professional team.
  • Scanning and verifying loan files and any other documentation, as needed, imaging system.
  • Set-up and monitor loan documentation exception tracking and clearing.
  • Collateral maintenance; processing vehicle title registrations and filing UCC Financing Statements/Continuations.
  • Insurance tracking and monitoring.
  • Process insurance and real estate tax payments from escrow accounts.
  • Process draws/advance requests on loans/lines of credit.
  • Quote and process loan payoffs.
  • Process closed loans, to include preparing lien releases and mailing documentation. Review lien releases prepared by others.
  • Balance and reconcile assigned General Ledger accounts.
  • Process monthly payments for all purchased loans.
  • Cross train in all areas of the department and rotate duties periodically. Train on new tasks as they are assigned to the department.
  • Assist in writing and updating procedures.
  • Troubleshoot and provide assistance to employees/customers on any inquiries, customer service issues, disputes, etc.
  • Attend all meetings and complete all training required to ensure regulatory compliance.
  • Comply with all applicable Federal and State regulations and guidance associated with the performance of your job function
  • Comply with all applicable
BSA/AML/OFAC

policies and procedures associated with the performance of your job function, including participation in required training and identifications of suspicious activity

  • Responsible for making suggestions to improve branch/departmental operations and overall bank.
  • Perform other duties and assignments within the bank at Management's request; accept periodic cross-training, works in other branches if needed.
EQUIPMENT USE, PHYSICAL & MENTAL DEMANDS, AND WORKING CONDITIONS
Frequency:

(R) Rarely 0-15%; (O) Occasionally (16-45%); (F) Frequently (46-100%)

EQUIPMENT USE

Telephones-F

Copier/Fax Machine-F

Computer-F

PHYSICAL & MENTAL DEMANDS

Light to Medium work-Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently to lift, carry, push, pull or otherwise move objects, including the human body.

Stooping/Crouching-O

Standing/Walking-F

Sitting-F

Pushing/Pulling/Lifting-O

Fingering/Grasping-F

Repetitive Motions-F

Talking/Hearing-F

Reading/Writing-F

Close Visual Acuity-worker is required to perform such tasks as preparing and analyzing data and figures, transcribing, or viewing a computer terminal.

Interpreting Data-F

Problem Solving-F

Making Decisions-O

Organizing-F

WORKING CONDITIONS

Worker is subject to inside environmental conditions; protection from weather conditions but not necessarily from temperature changes-F

Worker is subject to outside environmental conditions when traveling to visit customers and potential customers outside of the bank or when traveling to required bank meetings and training sessions -F

Worker is subject to local travel as required to call on customers and potential customers outside of the bank or when traveling to required bank meetings and training sessions -F The above statements describe the general nature and level of work being performed. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of the position. Employees holding this position will be required to perform any other job-related duties as requested by management. All requirements are subject to possible modification to reasonably accommodate individuals with a disability. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact Recruiter at 940-686-7087. PointBank is an Equal Opportunity Employer of minorities, women, veterans and disabled.

Benefits

  • Dental Insurance