Loan Processing & Documentation Specialist

Fidelity Bank; Royal Park (NC); Presencial; USD 42.000 - 66.000; Jornada completa

Descripción de la vacante

Fidelity Bank in Lexington, NC is seeking a Business Loan Assistant to support the loan officer and handle documentation, data entry, and client communications.

You will help with loan approvals, closings, collections on delinquencies, and portfolio management, requiring attention to detail and strong MS Word/Excel skills.

The role emphasizes compliance with FDIC and bank guidelines in a collaborative team environment.

Formación

• High school diploma or GED with banking experience or equivalent.
• Strong MS Word and Excel skills, with attention to detail.
• Ability to communicate clearly and respond to inquiries promptly.

Responsabilidades

• Enter customer and loan information into the loan documentation system accurately.
• Assist with loan closing, packaging, and post-closing duties.
• Follow up on document exceptions and assist with past due collections.
• Support loan processing items, including title searches, appraisals, and income verifications.
• Help prepare new loan requests and loan renewals; participate in portfolio management.

Conocimientos

MS Word

Excel

Detail orientation

Analytical ability

Communication skills

Telephone skills

Educación

High school diploma or GED

Bachelor’s degree (preferred)

Herramientas

Loan documentation system

Descripción del empleo

Fidelity Bank in Lexington, NC is seeking a Business Loan Assistant to support the loan officer and handle documentation, data entry, and client communications.

You will help with loan approvals, closings, collections on delinquencies, and portfolio management, requiring attention to detail and strong MS Word/Excel skills.

The role emphasizes compliance with FDIC and bank guidelines in a collaborative team environment.