Loan Operations Analyst

Phaxis; Baltimore (MD); On-site; USD 42,000 - 65,000; Full time

Job summary

Phaxis in the United States (Baltimore area) is seeking a detail-oriented Documentation Coordinator to manage incoming and outgoing correspondence, including mail and faxes, and support client service and operations teams.

You will verify the accuracy of client documents, record account activity, and ensure correct forms are submitted for processing, with strong written and verbal communication required when addressing documentation needs.

Qualifications

• Finance or related degree or coursework required.
• Strong analytical and numerical abilities.
• Highly organized with strong attention to detail.
• Excellent customer service and communication skills.
• Experience in loan processing is beneficial.
• Advanced Excel skills and data accuracy.
• Ability to work under pressure and prioritize tasks.
• Proficiency in MS Word and database management.
• Solid knowledge of the financial services sector.
• Ability to learn quickly and handle multiple tasks.

Responsibilities

• Manage documentation processes and handle mail and faxes.
• Verify accuracy of client documents and record account activities.
• Coordinate with client service teams and operations; communicate with clients clearly.

Skills

Analytical skills

Organizational skills

Attention to detail

Customer service

Multi-tasking

Written & verbal communication

Autonomy

Financial services knowledge

Problem solving

Education

Finance or related field

Tools

MS Word

Database management

Excel

Job description

In this role, you will manage various documentation processes, including handling incoming and outgoing correspondence such as mail and faxes. You will support both client service teams and operations personnel by verifying the accuracy of client documents, recording account activities, and ensuring the submission of correct forms for processing. Communication with clients will be a key part of your duties, requiring both written and verbal interactions to address documentation needs.

Day-to-Day Responsibilities

In this role, you will manage various documentation processes, including handling incoming and outgoing correspondence such as mail and faxes. You will support both client service teams and operations personnel by verifying the accuracy of client documents, recording account activities, and ensuring the submission of correct forms for processing. Communication with clients will be a key part of your duties, requiring both written and verbal interactions to address documentation needs.

Skills Required

• Educational background in finance or a related field.
• Strong analytical skills and logical reasoning.
• Exceptional organizational skills and keen attention to detail.
• Proficiency in customer service.
• Experience in loan processing is beneficial, with servicing experience as an added advantage.
• Advanced Excel skills and the ability to maintain high accuracy.
• Capability to prioritize and manage tasks effectively under pressure, with the initiative to seek guidance when necessary.
• Proficient in MS Word and database management.
• Solid understanding of the financial services sector.
• Ability to quickly learn and juggle multiple detailed tasks simultaneously.
• Flexibility in task assignments and strong problem-solving skills.
• Ability to work autonomously.
• Excellent written and verbal communication abilities.