Veritex Community Bank

Loan Ops Specialist - Funding

Job Locations US-TX-Dallas
ID 2020-1663
Customer Service/Support
Regular Full-Time



Company Overview

Veritex Holdings Inc. is a publicly traded bank holding company headquartered in Dallas, Texas.  Through our wholly-owned subsidiary, Veritex Community Bank, a state-chartered bank, we provide relationship-driven commercial banking products and services tailored to meet the needs of small to medium-sized businesses and professionals.  Since our inception, we have targeted customers and acquisitions primarily in the Dallas Metropolitan and Houston markets. We have expanded to 40+ locations including a residential mortgage office. We are a fast growing and dynamic organization. The quality of our employees and their dedication to service is what separates us from other banks of any size. We strive to attract and retain exceptional employees who share our commitment to superior customer service, continued growth and organizational success.

We have been recognized as one of The Best Banks to Work for in the US by The American Banker!





Job Summary

Under the direction of the Loan Operations Manager, the Loan Operations Specialist will perform a variety of functions to ensure the efficient operation of the area in accordance with established Bank policies and procedures.


Detailed Description:

  • Review documentation required for funding a new loan or to process a loan renewal
  • Fund new loans and process renewals
  • Book new loans and renewals on the system
  • Setup exception ticklers related to new loans and renewals
  • File perfection documents such as UCC’s, Deed of Trust and automobile title work
  • Setup real estate tax tracking through Accumatch
  • Perform loan documentation review of the completed loan documentation package after the originals are received from the branch
  • Perform internal and external customer service
  • Attention to regulatory requirements and compliance training applicable to position (Bank Secrecy Act, Customer Information Privacy ETC)
  • Integrity, discretion, and respect for confidential information are absolutely essential.


Education and Experience

  • High school graduate or equivalent; A minimum of five years’ experience working in a Loan Department support role; Lending and/or loan Operations experience. Knowledge of loan documentation and loan funding is required.


Skills and Abilities

  • Ability to follow directions in a timely and accurate manner
  • Common sense and sound judgment
  • Strong attention to detail
  • Proficient with Microsoft Office
  • Time management and ability to prioritize
  • Strong sense of urgency
  • Pleasant telephone skills and courteous manner a must


Physical Demands

The employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.



The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.




As of the date shown below, the contents of this job description are intended to describe the general nature and level of work being performed by people assigned to this job. It is not intended to be an exhaustive list of all responsibilities, duties and skill required of personnel so classified. Further, essential job functions are subject to change based upon business needs.


Veritex Community Bank is an equal opportunity employer. Veritex Community Bank Corporate Human Resources [Dallas, Texas]     Revised: 10/12/18