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Posted 1mo ago

Loan Operations Intern

@ Jefferson Bank
San Antonio, Texas, United States
OnsiteInternship
Responsibilities:Scanning documents, Posting accounting entries, Updating exception reports
Requirements Summary:Pursuing a bachelor’s or master’s degree; strong MS Office skills; strong writing, communication, and analytical abilities; ability to work independently and multitask.
Technical Tools Mentioned:Microsoft Office, Adobe Acrobat
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Job Description

JOB FUNCTION

 

Loan Operations Intern gain exposure to back-office operations, including internal processes governed by regulation and loan policy, assisting in project development and risk assessments. 

 

DUTIES & RESPONSIBILITIES:

 

  • Scanning/imaging documents.
  • Posting basic accounting entries.
  • Updating exception reports.
  • Participate in training sessions and workshops.
  • Participate in team meetings and contribute fresh perspectives on ongoing projects.
  • Other duties as assigned.

 

 

MINIMUM QUALIFICATIONS:

 

Work Skills Needed 

 

  • Must be innovative and able to work independently.
  • Must have strong multitasking skills and organizational skills with ability to focus on details.
  • Must have a working knowledge of Microsoft Office.
  • Strong writing, communication, and analytical skills.
  • Optimistic and positive attitude.

 

 

Preferred Experience (Optional)

  • None

 

Supervisory Experience   

  • None 

 

Education/Skills/Experience

            

  • Jr. or Sr. in an accredited college and pursuing a bachelor’s degree, or a graduate student pursuing a master’s degree. 

 

 

Equipment/Machines/Software 

  • Excellent computer literacy.
  • Proficiency in all Microsoft Programs (Outlook, Word, Excel, Power Point, Teams). 
  • Working Knowledge of Adobe Acrobat.
  • Ability to use various Internet Browsers. 
  • Ability to work with office equipment such as copiers, scanners, and telephone.

 

Competency Requirements

  • Must be able to hear and speak to communicate with customers. 
  • Proven organizational skills with ability to multi-task and follow assigned tasks through completion.
  • Must be accustomed to a fast-paced office environment.

 

Physical Requirements

  • Must be able to reach, bend and lift files up to 20lbs.
  • Must be able to stand periodically throughout the day. 
  • Must be able to sit for up to 3 hours in front of a computer.
  • Must be able to read a laptop/computer monitor. 
  • Must be able to type on a keyboard. 


This job description does not imply an employment contract, nor is it intended to include every duty and responsibility that employee is responsible.  Duties and tasks may be assigned by management team based on department and business needs.


Jefferson Bank is an EEO employer and an Affirmative Action Employer, M/F/Disability/Protected Veteran Status.

 

Click the link below to be redirected to the Equal Employment Opportunity Commission’s website to view the “Know Your Rights” Poster: 

 

https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf