Loan Assistant

Ultimate Staffing Services; San Diego (CA); On-site; USD 25,000 - 33,000; Full time

Job summary

Ultimate Staffing Services in San Diego is seeking a proactive Loan Assistant to support a client in the financial services industry. This contract-to-hire position emphasizes strong administrative support, calendar management, and precise documentation to help the sales team and clients stay coordinated.

Ideal candidates have 2–3 years of experience in finance, excellent written and verbal communication, attention to detail, multitasking ability, and proficiency with Microsoft Office.

Qualifications

• 2–3 years of experience in the financial industry.
• Strong communication skills, written and verbal.
• Detail-oriented with high accuracy.
• Able to multitask in a fast-paced environment.

Responsibilities

• Answering phones, calendar management, other tasks as assigned
• Supporting new relationships, entering financial information and accurate documentation
• Manage communication with sales team and client

Skills

Excellent communication, written and

Attention to detail

Multitasking

Microsoft Office

Tools

Microsoft Suite

Job description

We are looking for a Loan Assistant to support a client in the financial services industry. This is a contract to hire opportunity located in central San Diego. The ideal candidate will have sales support or administrative support experience and love working in a fast-paced culture.

Responsibilities

• Answering phones, calendar management, other tasks as assigned
• Supporting new relationships, entering financial information and accurate documentation
• Manage communication with sales team and client

Ideal Qualities to have

• Excellent communication skills, written and verbal
• High attention to detail
• Ability to multitask
• Proficient in Microsoft Suite
• 2-3 years experience within the financial industry

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.