Loan Analyst I - Client-Centric Credit & Cross-Sell

Jobtailor; Illinois; On-site; USD 55,000 - 85,000; Full time

Job summary

Jobtailor in Illinois seeks a diligent loan processing professional to ensure adherence to lending policies and maintain portfolio quality. You will prepare loan packages, coordinate with credit officers and legal counsel, and pursue cross-selling opportunities while delivering strong customer service.

Bachelor's degree is required; Salesforce experience is preferred. Insurance or banking background is advantageous and can enhance collaboration with stakeholders across the lending process.

Qualifications

• Requires a Bachelor's Degree as listed in the posting.
• Experience with Salesforce is preferred.
• Insurance or Banking experience preferred.

Responsibilities

• Maintain a customer-first environment to meet or exceed customer expectations and needs.
• Prepare and issue loan packages and credit correspondence.
• Oversee loan processing, including exposure model generation, legal document preparation, funding, and collateral management.
• Follow up with brokers and clients to collect renewal and review requirements promptly.
• Identify cross-selling opportunities in lending and deposits to increase existing client business.
• Coordinate with Credit Officers, Portfolio Management, and Legal Counsel to approve premium finance loans.

Skills

Loan processing

Credit decision compliance

Customer relationship management

Cross-selling opportunities

Communication skills

Education

Bachelor's Degree

Tools

Salesforce

Job description

Jobtailor in Illinois seeks a diligent loan processing professional to ensure adherence to lending policies and maintain portfolio quality. You will prepare loan packages, coordinate with credit officers and legal counsel, and pursue cross-selling opportunities while delivering strong customer service.

Bachelor's degree is required; Salesforce experience is preferred. Insurance or banking background is advantageous and can enhance collaboration with stakeholders across the lending process.