Loan Onboarding & Processing Specialist

PeoplesBank; Holyoke (MA); On-site; USD 52,000 - 76,000; Full time

Job summary

PeoplesBank seeks a Loan Onboarding Specialist to manage onboarding of new loan applications through multiple channels. You will ensure accuracy of loan data, explain product requirements, and maintain compliant processes with internal and external stakeholders.

The role emphasizes detailed data review, timely communication, and adherence to bank policies while guiding borrowers through documentation and disclosures.

Qualifications

• Associate’s degree or equivalent; 6 months to 1 year related experience preferred.
• Strong organizational and communication skills required.
• Ability to maintain confidentiality and regulatory compliance.

Responsibilities

• Onboard new loan files from various channels; confirm data accuracy.
• Review new loan files for completeness and qualification.
• Advise borrowers on product requirements, pricing, and guidelines; coordinate with stakeholders.

Skills

Organization

Analytical

Verbal & written comms

Discretion/Privacy

Education

Associate's degree or equivalent

Tools

Microsoft Office

Job description

PeoplesBank seeks a Loan Onboarding Specialist to manage onboarding of new loan applications through multiple channels. You will ensure accuracy of loan data, explain product requirements, and maintain compliant processes with internal and external stakeholders.

The role emphasizes detailed data review, timely communication, and adherence to bank policies while guiding borrowers through documentation and disclosures.