Loan Operations Specialist – Data, Docs & Compliance

United Community; Blairsville (GA); On-site; USD 26,000 - 32,000; Full time

Job summary

United Community seeks an Administrative Loan Assistant to support loan officers with consumer and commercial loans, ensuring compliance with internal policies and procedures. You will input data, assemble loan documents, and verify accuracy, signatures, and dates.

Responsibilities include ordering credit reports, handling inquiries, promoting need-based cross-sell opportunities, and assisting with wire transfers.

Qualifications

• Demonstrates strong interpersonal communication and organization.
• Proficient with Microsoft Office and related tools.
• Able to handle data entry and documentation with accuracy.
• Knowledge of banking products and loan operations is a plus.
• Participates in required compliance training including BSA/AML.

Responsibilities

• Provide administrative support to the loan officer and staff, including updating loan data and inputting loans into the system.
• Assemble and verify loan documentation with correct signatures and dates.
• Ensure loan files contain complete documentation and signatures.
• Order and review credit reports; respond to customer inquiries.
• Assist with wire transfers and cross-sell opportunities using need-based sales approach.
• Handle loan exceptions and support peak-time departmental needs.

Skills

Interpersonal communication

Organizational skills

Microsoft Office proficiency

Education

High School diploma or equivalent

Tools

Microsoft Office Suite

Job description

United Community seeks an Administrative Loan Assistant to support loan officers with consumer and commercial loans, ensuring compliance with internal policies and procedures. You will input data, assemble loan documents, and verify accuracy, signatures, and dates.

Responsibilities include ordering credit reports, handling inquiries, promoting need-based cross-sell opportunities, and assisting with wire transfers.