Loan Source Support Specialist I

Southside Bancshares
United States
Workplace: OnsiteFull timeFunction: Customer Support (Service Desk)Experience: 2+ yearsEducation: high_schoolSkills: ["Customer service","Problem-solving","Documentation","Confidentiality","Judgment"]

Support end users of the loan origination platform (nCino) by troubleshooting functionality issues, performing root-cause analysis, and maintaining high-quality documentation and training materials. Review and test service releases, patches, and customizations, recommend enhancements, and standardize platform information on the Hub. Provide policy-guided guidance for lending workflows, handle complex issues with sound judgment, and coordinate updates with relevant parties.

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Southside Bancshares
Southside Bancshares
1 day ago

Loan Source Support Specialist I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Support end users of the loan origination platform (nCino) by troubleshooting functionality issues, performing root-cause analysis, and maintaining high-quality documentation and training materials. Review and test service releases, patches, and customizations, recommend enhancements, and standardize platform information on the Hub. Provide policy-guided guidance for lending workflows, handle complex issues with sound judgment, and coordinate updates with relevant parties.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Provide intermediary support between bank staff and the loan origination system (nCino) for functionality issues and questions.
  • •Troubleshoot application support requests using root cause analysis and document resolution.
  • •Analyze systems and procedures to optimize processes and recommend enhancements based on service release and patch testing.
  • •Conduct site visits to understand application support needs and potential enhancements.
  • •Maintain solution and training documentation, participate in user group meetings, and keep nCino knowledge current through self-education and periodic training.
Travel: Low travel

Key Requirements

  • •High School or GED diploma required.
  • •Minimum two years of bank related experience and/or training required.
  • •Bachelor's degree preferred.
  • •Preferred experience with loan origination, loan servicing, or related loan functions.
  • •Knowledge/training experience with nCino is preferred.
Experience:2+ yearsBankingLoan originationLoan servicing
Education:High School
Skills:Customer serviceProblem-solvingDocumentationConfidentialityJudgment
Tech Stack:NCinoHubE-Verify

Company Brief

Southside Bancshares
Bank holding company operating Southside Bank, offering commercial and retail banking services, treasury management, lending, wealth management, and related financial products across Texas and surrounding markets.
Industry: Banking
Company Size: Large (251 to 1,000 employees)
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Tyler, United States
Founded: 1960
Website