Loan Assistant

Bank & Trust Company; Litchfield (IL); On-site; USD 42,000 - 62,000; Full time

Job summary

Bank & Trust Company in Litchfield, IL seeks a full-time Loan Assistant to support loan processing at the Main branch. You will gather documentation, verify information, and collaborate with loan officers to move applications toward underwriting, with strong attention to accuracy and regulatory compliance.

Responsibilities include preparing documents for signature via DocuSign, maintaining records, and providing excellent customer service to clients throughout the loan process.

Qualifications

• Gather documentation for loan applications.
• Ensure regulatory compliance throughout the loan process.
• Use DocuSign to obtain signatures.
• Collaborate with loan officers on origination and underwriting tasks.
• Maintain accurate loan records and documentation.
• Provide exceptional customer service during the loan process.
• Handle inbound inquiries from existing loan customers.
• Complete wire transfers for customers.

Responsibilities

• Assist in processing loan applications by gathering documentation and verifying information.
• Ensure compliance with regulations throughout the loan process.
• Prepare and send out documents for signature via DocuSign.
• Collaborate with loan officers to facilitate loan origination and underwriting tasks.
• Maintain accurate records and documentation for all loan transactions.
• Provide exceptional customer service to clients throughout the loan process.
• Taking inbound inquiries from existing loan customers.
• Complete wire transfers for customers.
• Other duties as assigned.

Skills

Multitask

Accuracy

Loan origination

Mortgage servicing

Banking and loan processing

Word

Excel

Customer service

Tools

DocuSign

Job description

Bank & Trust is looking for a full-time Loan Assistant at our Main branch in Litchfield, IL.

Summary

As a Loan Assistant, you will play a vital role in the loan processing by ensuring accurate and efficient management of loan applications. Your core responsibilities will include processing loans in compliance with regulations and utilizing your organizational skills to maintain meticulous records. Your premium skills in mortgage servicing and financial services will enhance the customer experience, while your relevant skills in basic math and banking will ensure precise calculations and data entry.

Loan Assistant Job Responsibilities:

• Assist in processing loan applications by gathering necessary documentation and verifying information.
• Ensure compliance with regulations throughout the loan process.
• Prepare and send out documents for signature via DocuSign.
• Collaborate with loan officers to facilitate loan origination and underwriting tasks.
• Maintain accurate records and documentation for all loan transactions.
• Provide exceptional customer service to clients throughout the loan process.
• Taking inbound inquiries from existing loan customers.
• Complete wire transfers for customers.
• Other duties as assigned.

Loan Assistant Skills and Qualifications:

• Ability to multi-task
• Very conscientious about their work accuracy
• Knowledge of loan origination and mortgage servicing
• Background in banking, loan processing and regulations
• Knowledge of Word and Excel
• Adhere to high customer service standards

Bank & Trust is an equal opportunity employer and does not discriminate against applicants or employees based on sex, race, color, religion, national origin, ancestry, marital status, age, veteran status, disability, or any other protected category.

Pay Transparency Notice

Determining compensation for this role (and others) at Bank & Trust Company depends upon a wide array of factors including but not limited to:

• the individual’s skill sets, experience and training;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Bank & Trust Company believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure.