The Loan Processing Administrator supports Truxton’s loan operations team by owning the organization, completeness, and ongoing maintenance of loan files from pre-close due diligence through post-close indexing and trailing-document and insurance tracking. This role ensures loan files are audit-ready, accurately imaged, and properly retained, while also serving as cross-trained backup support to the loan documentation production team during periods of high volume. 

WHAT YOU WILL BE DOING

Pre-Close Coordination

• Serving as the point of contact for gathering and verifying all required due diligence items and documentation prior to loan document preparation.
• Ensuring files are complete and properly loaded into the loan origination system (LOS) in order to facilitate the timely production of loan documents.

Post-Close File Management

• Overseeing post-close organization, indexing, and retention of loan documentation, including imaging and management of original collateral documents within the vault. 

Exception & Trailing Document Tracking

• Maintaining tracking of loan file and collateral exceptions, ensuring timely receipt and proper filing of trailing items such as recorded documents and final title policies.

Insurance Tracking & Administration

• Managing insurance tracking, including maintaining ticklers, monitoring expirations, coordinating with frontline staff, and liaising with agents to ensure accurate and current coverage documentation. 

Maintenance & Audit Support

• Reviewing daily loan maintenance reports and validating system changes against supporting documentation to ensure accuracy and audit readiness. 

Loan Documentation Support (Cross-Training)

• Cross-training on loan document preparation in Hawthorn River and providing backup loan document production support during high-volume periods. 

Attributes and Abilities

• Experience in loan operations, credit administration, or loan documentation with hands-on responsibility for documentation accuracy and file completeness. 
• Strong organizational discipline and comfort managing exception/trailing item follow-up across multiple stakeholders. 
• Confidence working with loan systems (LOS) and imaging/indexing workflows.

Experience and Skills

• 5+ years of experience in loan operations or credit administration
• Highly proficient with Microsoft Word, Excel, and other financial software. 
• Experience with Hawthorn River, CSI NuPoint, or CenterDoc is a plus

Education and Designations

• Bachelor’s degree in Finance, Economics, Accounting, or a related field.

ABOUT TRUXTON

WHO WE ARE

Truxton is a premier provider of wealth, banking, and family office services for wealthy individuals, their families, and their business interests. Serving clients across the world, Truxton’s vastly experienced team of professionals provides customized solutions to its clients’ complex financial needs. Founded in 2004 in Nashville, Tennessee, Truxton upholds its original guiding principle: do the right thing. Truxton Trust Company is a subsidiary of financial holding company, Truxton Corporation (OTCPK: TRUX).

MISSION STATEMENT

To do the right thing every day, putting our clients’ interests first, with distinctive, comprehensive financial solutions that protect and promote client prosperity and quality of life.

WHAT WE OFFER

• 401k + company match
• Medical, life, dental, vision insurance
• Paid federal holidays and vacation
• Employee assistance program (EAP)
• Support towards continued learning and industry certifications

WHY YOU SHOULD WORK HERE

• Truxton is a highly profitable and growing company that has been recognized by American Banker as the 7th best community bank (top-ranking TN bank) based on 3-year ROAE
• Opportunities to grow your expertise, take on new challenges, and gain exposure to a wide range of sophisticated work
• Because we are a smaller company, you will have the opportunity to chart your own course and contribute to initiatives that go beyond your job title
• Opportunities for incentive bonuses through new business referral