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Apex Systems

Loans Operations & Client Processing Specialist

houston, TX

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About this opportunity

Apex Systems lists this Loans Operations & Client Processing Specialist opportunity in houston, Texas. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Loans Operations & Client Processing Specialist

Responsible for supporting the processing and servicing of complex loan transactions while delivering high-quality client service and operational support. This role serves as a key point of contact for internal and external stakeholders, ensuring accuracy, compliance, and timely resolution of loan-related inquiries and processing activities.

Key Responsibilities

Process loan and client account transactions, reconciliations, and record updates with a high degree of accuracy.

Analyze loan documentation, credit agreements, and transaction details to identify potential issues and ensure compliance with established procedures.

Investigate and resolve operational breaks, account discrepancies, and transaction-related issues.

Serve as a point of contact for clients and internal business partners, providing operational support and issue resolution.

Collaborate with technology, operations, and business teams to improve processes and mitigate risk.

Perform quality reviews of transactions and support escalated processing activities.

Utilize loan servicing and processing platforms to support daily operational activities.

Contribute to process improvements and operational efficiency initiatives while maintaining strong controls and regulatory compliance.

Qualifications Bachelor's degree or equivalent combination of education and experience.

3-7+ years of experience in loan operations, client processing, transaction processing, or financial services operations.

Understanding of loans, credit facilities, securities, and related financial products.

Experience reviewing loan documentation and credit agreements.

Strong analytical, problem-solving, and attention-to-detail skills.

Strong communication and stakeholder management abilities.

Experience with loan processing systems such as Loan IQ, ClearPar, or similar platforms preferred.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing® in Talent Satisfaction in the United States and Great Place to Work® in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at (email protected) or . Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.

Worksite address

houston, TX, 77246, US

Who can apply

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