Loan Documentation & Operations Coordinator

Nichols College; Dudley (MA); On-site; USD 40,000 - 55,000; Full time

Job summary

Citizens Alliance Bank is seeking a Loan Admin Clerk to coordinate loan documents for various loans and ensure compliance. You will resolve documentation issues, respond to customer inquiries, and support loan operations with strong attention to detail and teamwork.

The role requires proficiency in Excel, Word, and loan systems, with expectations to meet service levels and contribute to policy improvements.

Qualifications

• Required - High School diploma or GED, etc.
• Continuing education to maintain job knowledge.
• Preferred - Three to Five years of banking experience.

Responsibilities

• Handle customer account transactions including deposits and check cashing.
• Assist to provide internal approvals for new loans and changes.
• Act as liaison with customers regarding loan administration.
• Administer daily work and process payments.

Skills

Customer service

Communication

Problem solving

Attention to detail

Education

High School diploma or GED

Continuing Education

Tools

Excel

Word

Loan Origination System

Core Operating System

Job description

Citizens Alliance Bank is seeking a Loan Admin Clerk to coordinate loan documents for various loans and ensure compliance. You will resolve documentation issues, respond to customer inquiries, and support loan operations with strong attention to detail and teamwork.

The role requires proficiency in Excel, Word, and loan systems, with expectations to meet service levels and contribute to policy improvements.