Loan Analyst I – New Business

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

• Maintain a customer-first environment to meet or exceed customer expectations and needs
• Protect the Bank's assets and maintain portfolio quality by adhering to lending policies and procedures
• Ensure credit decisions and recommendations comply with credit principles and policies
• Prepare and issue loan packages and credit correspondence
• 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
• Oversee all phases of loan processing, including exposure model generation, legal document preparation, funding, and collateral management
• Perform other duties and responsibilities as assigned by management

Requirements

• Bachelor's Degree
• Salesforce Experience preferred
• Insurance or Banking Experience preferred

Core Competencies

Demonstrates expertise in loan processing, credit decision compliance, and customer relationship management while maintaining a focus on portfolio quality and cross-selling opportunities. Proficient in coordinating with various stakeholders to ensure adherence to lending policies and enhance client business.

Highest-signal resume keywords

• Loan Processing
• Credit Decision Compliance
• Customer Relationship Management
• Salesforce Experience
• Banking Experience

Hard Skills

• Loan Packaging
• Credit Correspondence
• Portfolio Management
• Exposure Model Generation
• Legal Document Preparation

Soft Skills

• Customer Service Orientation
• Communication Skills

Industry Keywords

• Lending Policies
• Credit Principles
• Cross-Selling Opportunities
• Collateral Management
• Insurance Experience

Tools & Technologies

• Salesforce