Loan Operations & Documentation Associate

RiseMe; Dededo Municipality (GU); On-site; USD 35,000 - 45,000; Full time

Job summary

PFC Investments in Guam is seeking a Loan Support Specialist I to provide foundational operational and administrative support for loan servicing. You will handle loan files, process payments, and maintain accurate records while ensuring compliance with procedures.

The role emphasizes attention to detail, effective communication, and teamwork to support loan staff and customers in a compliant, service-focused environment.

Qualifications

• High school diploma required.
• 1–2 years of experience in financial services, lending, or administrative operations preferred.

Responsibilities

• Create, organize, and maintain loan files (physical and digital) in accordance with established procedures.
• Audit loan documentation for completeness and accuracy based on checklists.
• Post and update customer and loan information in core systems.
• Process receipt of first payments and maintain supporting documentation.
• Prepare loan packages for digital imaging and ensure proper indexing.
• Maintain tracking logs for loan files, imaging, and document custody.
• File and retrieve loan records in accordance with retention guidelines.
• Respond to basic customer and internal inquiries related to loan accounts.
• Assist customers with forms, appointment scheduling, and general servicing needs.
• Support lobby flow and coordinate with loan staff for customer assistance.
• Execute assigned exception reports and escalates discrepancies.
• Process Adverse Action Notices (AAN) in accordance with procedures.
• Support audit requests by retrieving and organizing required documentation.
• Assist with coverage during staffing shortages as assigned.
• Participate in special projects under supervision.

Skills

Attention to Detail

Customer Focus

Accountability

Communication

Adaptability

Integrity

Education

High School Diploma

Tools

Microsoft Office

Excel

Word

Outlook

Job description

PFC Investments in Guam is seeking a Loan Support Specialist I to provide foundational operational and administrative support for loan servicing. You will handle loan files, process payments, and maintain accurate records while ensuring compliance with procedures.

The role emphasizes attention to detail, effective communication, and teamwork to support loan staff and customers in a compliant, service-focused environment.