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Note Specialist Jobs (NOW HIRING)

Note Clerk

Eagle Pass, TX · On-site

$13.25 - $17.25/hr

Ibc Bank Note Specialist Ibc Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its ...

Note Clerk

Eagle Pass, TX · On-site

$17.50 - $23.50/hr

The Note Specialist is responsible for booking new loans and modifying existing loans on to the bank's core system. ESSENTIAL JOB FUNCTIONS The statements on this are intended to describe the general ...

Note Clerk

Eagle Pass, TX · On-site

$17.50 - $23.50/hr

The Note Specialist is responsible for booking new loans and modifying existing loans on to the bank's core system. ESSENTIAL JOB FUNCTIONS The statements on this are intended to describe the general ...

Note Clerk

Eagle Pass, TX · On-site

$13.50 - $18/hr

The Note Specialist is responsible for booking new loans and modifying existing loans on to the bank's core system. ESSENTIAL JOB FUNCTIONS The statements on this are intended to describe the general ...

Perform other duties as assigned by the Student Accessibility Specialist or Director. Physical ... Strong pen-and-paper note-taking skills. * Experience (Field Period, internship, or volunteer work ...

The Student Note Copier supports the Office of Accessibility Services by contributing to the ... Perform other duties as assigned by the Student Accessibility Specialist or Director. Physical ...

Keep internal asset tracking databases 100% current to support hardware lifecycle policy. (Note: Specialists and Analysts execute physical/operational asset processes; policy, compliance, and ...

Keep internal asset tracking databases 100% current to support hardware lifecycle policy. (Note: Specialists and Analysts execute physical/operational asset processes; policy, compliance, and ...

Please note that this position is for an upcoming position. We are, however, accepting applications ... The Building People, LLC seeks a Realty Specialist to perform real property transactions and ...

Please note that this position is for an upcoming position. We are, however, accepting applications ... The Building People, LLC seeks a Realty Specialist to perform real property transactions and ...

Please note that this position is for an upcoming position. We are, however, accepting applications ... The Building People, LLC seeks a Realty Specialist to perform real property transactions and ...

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Note Specialist information

What is a note specialist?

Note Specialists are professionals who manage, analyze, and process promissory notes, which are legal documents outlining the repayment terms of a loan. They often work in finance, banking, or mortgage industries, ensuring that all documentation complies with regulations and that payments are tracked accurately. Their responsibilities may also include evaluating the quality of notes, handling transfers or sales of notes, and resolving any issues related to loan documentation. Note Specialists play a crucial role in maintaining the integrity of loan portfolios and supporting clients or institutions in managing debt instruments.

How does a note specialist typically interact with loan officers and borrowers during the loan process?

As a Note Specialist, you serve as a critical liaison between loan officers, borrowers, and other departments involved in the loan servicing process. You are responsible for ensuring all loan documentation is accurate, complete, and compliant with regulations. This often involves communicating directly with loan officers to clarify terms and resolve discrepancies, as well as assisting borrowers with questions about their loan notes. Strong interpersonal and organizational skills are key to managing these interactions efficiently and maintaining a smooth workflow.

What are the key skills and qualifications needed to thrive as a note specialist, and why are they important?

To excel as a Note Specialist, you generally need strong analytical skills, attention to detail, and familiarity with financial documentation, often supported by experience in banking, finance, or mortgage operations. Proficiency in loan management systems, document imaging software, and compliance platforms is typically required. Exceptional organizational skills, clear communication, and the ability to manage sensitive information with discretion set standout professionals apart. These capabilities ensure accurate processing, regulatory compliance, and effective support of lending operations.

What is the difference between Note Specialist vs Medical Records Technician?

AspectNote SpecialistMedical Records Technician
CredentialsTypically requires certification in medical documentation or codingOften requires certification in health information technology or medical coding
Work EnvironmentWorks primarily in healthcare settings, focusing on note documentation and accuracyWorks in hospitals, clinics, or health info departments managing patient records
Employer & IndustryHospitals, clinics, healthcare providersHospitals, clinics, insurance companies

Note Specialists focus on creating, reviewing, and managing clinical notes and documentation, ensuring accuracy for billing and legal purposes. Medical Records Technicians primarily organize, code, and maintain patient records for accessibility and compliance. While both roles involve handling medical documentation, Note Specialists emphasize note accuracy and content, whereas Medical Records Technicians focus on record organization and coding.

More about Note Specialist jobs
Infographic showing various Note Specialist job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution.

Note Clerk

IBC Bank

Eagle Pass, TX • On-site

$13.25 - $17.25/hr

Other

This job post has expired 3 days ago. Applications are no longer accepted.


IBC Bank rating

7.0

Company rating: 7.0 out of 10

Based on 29 frontline employees who took The Breakroom Quiz

126th of 174 rated banks


Job description

Ibc Bank Note Specialist

Ibc Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers and communities.Ibc bank hires talented, creative and dedicated individuals to help our business succeed.We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence.We are currently seeking to fill positions across all business segments. IBC's focus is to be customer centric and strive to provide excellent customer experience.

Time Type: Full time

This is an in-office position.

Department: 203 Note Department

Job Summary: The Note Specialist is responsible for booking new loans and modifying existing loans onto the bank's core system.

Job Description: Essential Job Functions

  • Process loan proceeds according to the funding instructions and make the appropriate general ledger account entries for fees collected
  • Boards new loans, renewals, and process modifications onto the bank's core banking platform
  • Audits system maintenance journals to ensure data accuracy
  • Prepares daily, monthly, and quarterly loan reconciliations across multiple general ledgers
  • Coordinates the timely and proper posting to the loan account
  • Creates interest calculations as necessary and reconciles against the bank's core system
  • Maintains accurate and complete records of original loan documentation
  • Delivers accurate and timely loan payoff requests
  • Prepares loan portfolio reports used in various management meetings
  • Assists lending personnel with customer requests relating to loan history activity
  • Other duties as assigned

Skills

  • Excellent verbal and written communication skills required
  • Excellent organizational skills with the ability to manage multiple on-going assignments
  • Possess very strong technical/computer skills including Microsoft Word, Excel, and Outlook preferred
  • Bilingual in English and Spanish preferred

Education & Knowledge

  • High School Diploma or GED required

What IBC Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


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About IBC BANK

Sourced by ZipRecruiter

Industry

Banking and credit intermediation

Company size

1,001 - 5,000 Employees

Headquarters location

Laredo, TX, US

Year founded

1966

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