Loan Assistant

Southern Independent Bank; Opp (AL); On-site; USD 36,000 - 48,000; Full time

Job summary

Southern Independent Bank in Opp, AL seeks a Loan Assistant to support lenders and customers through the loan lifecycle. This full-time, on-site role involves preparing loan documents, assisting with applications, and maintaining records to ensure timely closings.

You will coordinate processing activities, gather documentation, track status, and help ensure compliance with bank policies and regulatory requirements. Data entry, document review, and underwriting support are included.

Qualifications

• Ability to work with loan documents and loan files, including preparation, review, and organization.
• Knowledge of loans and basic lending processes, with understanding of consumer and/or commercial lending preferred.
• Strong communication skills, including clear verbal and written communication with customers and colleagues.
• Familiarity with underwriting concepts and assisting with collecting and verifying information for credit decisions.
• Experience or aptitude in loan processing, including data entry, documentation tracking, and workflow coordination.
• Attention to detail and accuracy in recordkeeping; strong organizational skills.
• Comfort with banking software, document management systems, and standard office applications (Word, Excel).
• Customer service mindset, professionalism, and handling confidential information responsibly.
• High school diploma or equivalent; banking/finance coursework is a plus.
• Prior banking or lending experience preferred but not required.

Responsibilities

• Coordinate loan processing activities and ensure timely closings.
• Gather required documentation and track file status.
• Maintain accurate loan records and ensure compliance with policies.
• Communicate with customers and internal teams to provide updates and resolve questions.
• Support underwriting and quality control tasks as directed by loan officers or management.

Skills

Loan documents

Lending processes

Communication skills

Underwriting concepts

Loan processing

Data entry

Document review

Banking software

Customer service mindset

High attention to detail

Education

High school diploma or equivalent

Tools

Banking software

Excel

Job description

Company Description Southern Independent Bank is a community-focused financial institution that offers a full range of accounts, loans, and financial services. The bank is committed to delivering exceptional service that reflects its dedication to individuals, families, and local businesses. Guided by engaged directors, experienced management, and professional staff, the bank emphasizes integrity, responsiveness, and personalized support. Team members are encouraged to uphold the finest traditions of community banking while helping exceed customer expectations of what a bank can be.

Role Description

The Loan Assistant is a full-time, on-site role based in Opp, AL. This position supports lenders and customers throughout the loan lifecycle, including preparing and organizing loan documents, assisting with loan applications, and maintaining accurate records. Daily responsibilities include coordinating loan processing activities, gathering required documentation, tracking file status, and ensuring compliance with bank policies and regulatory requirements. The Loan Assistant will communicate with customers and internal teams to provide updates, resolve questions, and support timely loan closings. The role also involves data entry, document review, and assisting with underwriting and quality control tasks as directed by loan officers or management.

Role Description

The Loan Assistant is a full-time, on-site role based in Opp, AL. This position supports lenders and customers throughout the loan lifecycle, including preparing and organizing loan documents, assisting with loan applications, and maintaining accurate records. Daily responsibilities include coordinating loan processing activities, gathering required documentation, tracking file status, and ensuring compliance with bank policies and regulatory requirements. The Loan Assistant will communicate with customers and internal teams to provide updates, resolve questions, and support timely loan closings. The role also involves data entry, document review, and assisting with underwriting and quality control tasks as directed by loan officers or management.

Qualifications

• Ability to work with Loan Documents and loan files, including preparation, review, and organization.
• Knowledge of Loans and basic lending processes, with an understanding of consumer and/or commercial lending preferred.
• Strong Communication skills, including clear verbal and written communication with customers and colleagues.
• Familiarity with Underwriting concepts and the ability to assist with collecting and verifying information to support credit decisions.
• Experience or aptitude in Loan Processing, including data entry, documentation tracking, and workflow coordination.
• Attention to detail, accuracy in recordkeeping, and strong organizational skills.
• Comfort with banking software, document management systems, and standard office applications (e.g., Word, Excel).
• Customer service mindset, professionalism, and the ability to handle confidential information responsibly.
• High school diploma or equivalent required; additional coursework or experience in banking, finance, or accounting is a plus.
• Prior experience in a banking or lending environment preferred but not required.