Loan Assistant II

Jobtailor; Deutschland; Remote; EUR 42.000 - 65.000; Vollzeit

Zusammenfassung

Jobtailor is seeking an experienced Loan Assistant to direct the timely processing and fulfillment of commercial loans. You will manage simple to semi-complex loans and client relationships with attention to detail, ensuring uniform loan documentation to minimize bank risk.

Responsibilities include tracking the loan pipeline, coordinating closings, and disbursing funds while maintaining confidentiality and compliance with regulations. Occasional travel may be required.

Qualifikationen

• Solid understanding of loan products and procedures.
• Excellent time management, organizational skills, and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to prioritize tasks, think and work independently.
• Ability to analyze and problem solve situations.
• Ability to access and interpret information on computer screens, documents, and reports.
• Annual compliance training and new employee orientation.

Aufgaben

• Direct the timely processing and fulfillment of commercial loans.
• Manage simple and semi-complex commercial loans and client relationships as part of the deal team.
• Ensure accuracy and uniformity of loan documents to minimize bank risk.
• Assist with loan issue investigations and resolution.
• Track and manage the loan pipeline, maturities, uninsured reports, and past-due reports.
• Coordinate closings with lenders, attorneys, insurance agents, and clients.
• Initiate disbursement of closing funds and issue loan proceeds via checks or wires.
• Review closed and funded loans for document completion and timely booking.
• Promote company culture and participate in community projects.
• Travel for lender/client meetings, site visits, and acquisitions support.

Kenntnisse

Loan Processing Systems Proficiency

Data Input Accuracy

Loan Pipeline Management

Document Review and Completion

Problem Solving

Income Verification

Credit Report Analysis

Title Search Coordination

UCC Search Ordering

Appraisal Management

Ausbildung

High school diploma or equivalent

Tools

Microsoft Office

Loan Processing Systems

Jobbeschreibung

• Direct the timely processing and fulfillment of commercial loans
• Manage simple and semi-complex commercial loans and basic to semi-complex client relationships as part of the deal team
• Ensure accuracy and uniformity of loan documents to minimize bank risk
• Assist with loan issue investigations and resolution
• Track and manage the loan pipeline, loan maturities, uninsured reports, and past-due reports
• Prioritize tasks to meet processing goals and customer expectations
• Provide backup support to other Loan Assistants during PTO and absences
• Maintain knowledge of state and federal lending and documentation regulations, bank policies, and guidelines
• Collect and organize borrower documentation, including income verification, credit reports, and identification
• Accurately input data into loan processing systems
• Order title searches, UCC searches, appraisals, and flood certifications
• Coordinate closings with lenders, attorneys, insurance agents, and clients
• Initiate disbursement of closing funds and issue loan proceeds via checks or wires
• Review closed and funded loans for document completion and ensure timely, accurate booking
• Obtain post-purchase documentation and maintain a tickler system for outstanding post-closing documentation
• Report collateral and exception monitoring status during weekly meetings
• Support up to 2-3 lenders and other stakeholders throughout the loan process
• Provide client assistance and respond to questions and information requests
• Notify clients of issues or discrepancies and assist with resolution
• Promote company culture, build internal and external customer relationships, and participate in community projects
• Participate in learning and development activities
• Maintain confidentiality, obtain approvals, meet deadlines, and comply with security, fraud-prevention, consumer-protection, and internal guidelines
• Travel as needed for lender/client meetings, all-hands meetings, career development, site visits, and acquisition/merger support

Requirements

• High school diploma or equivalent required
• 3-4 years of experience in commercial lending documentation
• 3-4 years of Loan Assistant I or comparable experience
• Solid understanding of loan products and procedures
• Excellent time management, organizational skills, and attention to detail
• Excellent communication and interpersonal skills
• Excellent computer skills, especially Microsoft Office
• Ability to prioritize tasks, think and work independently
• Ability to analyze and problem solve situations
• Ability to exercise personal and professional responsibility and work with limited direction
• Required annual compliance training and New Employee Orientation
• Ability to access and interpret information on computer screens, documents, and reports
• For applicable telecommuting roles: secure home office free from background noise and distractions and reliable private internet connection not supplied through cellular data

Core Competencies

Demonstrates expertise in commercial lending documentation and client relationship management, ensuring compliance with state and federal regulations while maintaining accuracy in loan processing. Proficient in managing loan pipelines and providing exceptional customer service throughout the loan lifecycle.

Highest-signal resume keywords

• Commercial Lending Documentation Experience
• Loan Processing Systems Proficiency
• Excellent Time Management Skills
• Strong Communication Skills
• Attention to Detail

Hard Skills

• Loan Products Understanding
• Data Input Accuracy
• Loan Pipeline Management
• Document Review and Completion
• Problem Solving
• Income Verification
• Credit Report Analysis
• Title Search Coordination
• UCC Search Ordering
• Appraisal Management

Soft Skills

• Organizational Skills
• Interpersonal Skills
• Ability to Work Independently
• Task Prioritization
• Confidentiality

Certifications & Qualifications

• Annual Compliance Training

Industry Keywords

• Commercial Loans
• Loan Documentation Regulations
• Bank Policies
• Consumer Protection
• Fraud Prevention

Tools & Technologies

• Microsoft Office
• Loan Processing Systems