Loan Assistant

Worksourceheartofgeorgia; Georgia; On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

Paid vacation

Paid holidays

Health & Dental Insurance

401k

Job summary

Worksourceheartofgeorgia is seeking a Loan Assistant to join our Hazlehurst, GA team. The role involves processing loan applications, gathering documentation, and preparing packages for closing in compliance with legal and regulatory guidelines.

The position requires attention to detail, strong communication, and the ability to work with limited direction. It also involves coordinating with borrowers, appraisers, attorneys, and staff to ensure accurate processing and timely closings.

Qualifications

• High School Diploma or GED required.
• Degree/Diploma in business related field preferred.
• Prior experience with loan documentation / processing preferred.
• Experience with Microsoft Office (Excel, Word, Outlook)

Responsibilities

• Process loan applications, gather documentation, analyze data for underwriting criteria, and prepare loan packages for closing in compliance with legal and regulatory guidelines.
• Coordinate with loan officers, customers, appraisers, attorneys, internal staff, and others to ensure smooth loan processing.
• Answer customer calls and quote payoffs, prepare loan extension requests, and analyze loan files to prepare renewals.
• Handle loan documentation exceptions and various other duties as needed to support the loan process.
• Maintain confidentiality and adhere to policy, laws, and regulations within the financial services industry.

Skills

Customer service

Communication

Organizational skills

Education

High School Diploma or GED

Business-related degree preferred

Tools

Microsoft Office

Job description

We are looking for a Loan Assistant to join our team in Hazlehurst. Loan assistants are business professionals who are resourceful and able to work with limited direction. They provide extraordinary care to customers throughout the entire loan process. Loan assistants report directly to loan officers. They process loan applications, gather documentation, analyze data for underwriting criteria, and prepare loan packages for closing in compliance with legal and regulatory guidelines. This process requires coordinating with the loan officers, customers, appraisers, attorneys, internal staff, and others. Other duties include, but are not limited to, answering customer calls, quoting payoffs, preparing loan extension requests, analyzing loan files to prepare loan renewals, working loan documentation exceptions, and various other duties as needed. This career requires excellent communication, interpersonal, and organizational skills as well as proficiency in digital technology.

QUALIFICATIONS

• High School Diploma or GED required.
• Degree/Diploma in business related field preferred.
• Prior experience with loan documentation / processing preferred.
• Experience with Microsoft Office (Excel, Word, Outlook)

KEY COMPETENCIES

• Professional appearance and demeanor
• Adaptable to change
• Must exhibit strong attention to detail and high degree of accuracy
• Well organized and able to manage time effectively
• Courteous to customers and coworkers
• Function in a team environment
• Meet deadlines, problem solve, take initiative, and think creatively.
• Work well as a liaison for the loan officers and outside contacts.
• Satisfactorily complete ongoing training for internal policy, laws, and regulations

ESSENTIAL REQUIREMENTS

• Sitting or standing for extended periods at a desk / computer.
• Perform mathematical calculations necessary to execute duties of the job
• Maintain confidentiality of customer information
• Must comply with various rules, regulations, policies, and ethical standards governing the financial service industry including compliance with the Bank Secrecy Act.

Company Benefits Include: Paid Vacation, Paid Holidays, Personal Time Off, Health & Dental Insurance, 401k, Life Insurance, educational & training opportunities