A financial services company based in California is seeking a Loan Clerk / Loan Processor. The role involves processing loan applications, verifying accuracy of documents, and maintaining compliance with relevant regulations. Ideal candidates should possess strong document preparation skills and an understanding of commercial and retail loan processing practices. This position requires effective communication abilities and the capability to manage multiple tasks in a fast-paced environment.
Qualifications
Knowledge of basic concepts, practices, and procedures of commercial and retail loan processing.
Understanding of compliance with all state and federal regulations.
Ability to read, interpret, analyze, and apply information from loan application documents.
Responsibilities
Obtain required loan documentation and process less complex loan applications.
Order credit verifications and third-party services.
Verify loan files and supporting documents for accuracy and completeness.
Skills
Processing less complex loan applications
Document preparation for retail and/or commercial loans
Verifying information for accuracy and completeness
Preparing loan approval and/or closing packages
Preparing records and reports
Performing basic calculations
Basic analytical and problem-solving skills
Operating standard office equipment and using required software applications
Job description
A financial services company based in California is seeking a Loan Clerk / Loan Processor. The role involves processing loan applications, verifying accuracy of documents, and maintaining compliance with relevant regulations. Ideal candidates should possess strong document preparation skills and an understanding of commercial and retail loan processing practices. This position requires effective communication abilities and the capability to manage multiple tasks in a fast-paced environment.