Loan Assistant

AppleOne Employment Services; Columbia (SC); On-site; USD 40,000 - 45,000; Full time

Job summary

AppleOne Employment Services in Columbia, SC is seeking a detail-oriented Loan Assistant for a contract opportunity. The role supports administrative and documentation tasks across loan funding, credit, and business development teams, enabling accurate records and smooth processing of high-volume financial transactions.

The position emphasizes proactive, dependable individuals who can manage multiple priorities within a structured financial services environment.

Qualifications

• 3 to 5 years of relevant experience in loan administration, banking operations, mortgage operations, or related financial services.
• Detail-oriented with accuracy in loan documentation.
• Experience with electronic documents, portals, spreadsheets, and record-tracking systems.
• Proficient in Microsoft Excel and office software.
• Ability to coordinate signatures, approvals, and custodial documentation.

Responsibilities

• Support loan funding, credit, and business development with administrative and documentation tasks.
• Log deals, track activity, and maintain accurate records throughout the loan process.
• Coordinate electronic document assignments, signatures, approvals, and delivery.
• Deliver Power of Attorney documents.
• Send updated financial reports to various departments.
• Assist with preparation of finance documents and agreements.
• Manage custodian reports and assist with approvals and documentation follow-up.

Skills

Administrative workflows

Loan documentation

Interdepartmental communication

Record keeping

Time management

Attention to detail

Tools

Microsoft Excel

Job description

Job Summary

We are seeking a detail-oriented Loan Assistant for a contract opportunity in Columbia, SC within the financial services industry. This role supports key administrative and documentation functions across loan funding, credit, and business development teams. This is a strong opportunity for a banking or loan operations professional who enjoys organized workflows, cross-functional communication, and supporting high-volume financial transactions. This position offers a professional office environment, consistent weekday schedule, and the opportunity to work with supportive teams that value accuracy, responsiveness, and collaboration. Candidates who are proactive, dependable, and comfortable managing multiple administrative priorities will be well positioned for success.

Key Responsibilities

• Support loan funding, credit, and business development departments with administrative and documentation tasks.
• Log deals, track activity, and maintain accurate records throughout the loan process.
• Assign and manage items within an electronic vault, including coordinating electronic signatures and sending documents to custodians.
• Deliver Power of Attorney documents.
• Send updated financial reports to various departments.
• Receive document requests through the portal and assist with preparation of finance documents and agreements.
• Manage custodian reports and assist with approvals and documentation follow-up.

Compensation and Benefits

• Salary Range: $40,000 to $45,000 per year.
• Job Type: Contract/Temporary.
• Schedule: Monday through Friday, 8:30 AM to 5:00 PM, with a 1-hour lunch.
• Location: Columbia, SC.
• This position requires pre-employment screening to include a background check and credit check.

Required Qualifications and Skills

• Support administrative workflows related to loan funding, credit, and business development.
• Prepare, track, and manage loan, finance, broker, and custodian documentation.
• Coordinate electronic document assignments, signatures, approvals, and delivery.
• Maintain organized records, spreadsheets, reports, and portal requests.
• 3 to 5 years of relevant experience in loan administration, banking operations, mortgage operations, underwriting support, finance documentation, or a related financial services role.
• Strong attention to detail and ability to manage time-sensitive loan documentation accurately.
• Experience working with electronic documents, portals, spreadsheets, and record-tracking systems.
• Ability to communicate professionally with internal teams, brokers, title contacts, custodians, and other stakeholders.
• Strong organizational skills with the ability to manage multiple tasks and follow established processes.
• Proficiency with Microsoft Excel, email, and general office technology.
• Reliable, professional, and comfortable working in a structured financial services environment.

Preferred Qualifications

• Experience supporting commercial lending, mortgage lending, loan funding, or underwriting teams.
• Familiarity with portals, electronic vault systems, custodial documentation, or title-related documentation.
• Prior experience preparing or reviewing finance agreements, contracts, approvals, or loan closing documents.
• Ability to work independently while supporting multiple departments and deadlines.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.