Part-Time Loan Documentation Specialist

Apex Systems; Milwaukee (WI); Hybrid; USD 20,000 - 30,000; Part time

Benefits offered by this job

Health insurance

401(k) with match

ESPP

HSA

Employee Assistance Program (EAP)

Career development & training

Job summary

Everforth Apex Systems in Milwaukee, WI seeks a Part-time Loan Documentation Specialist to support loan processing with accuracy and timeliness. The role requires an associate degree in accounting/finance/business and at least 3 years of related experience, with a focus on loan documentation and principles.

You will work in a hybrid environment (onsite 3 days a week) and collaborate with our team to ensure compliant documentation, precise data entry, and effective communication with lenders and

Qualifications

• Associate degree in Accounting, Finance, or Business.
• Minimum 3 years of experience with accounting/bookkeeping principles.
• Experience with loan processing and loan documentation is desired.
• Ability to produce accurate work under deadlines and communicate guidelines clearly.

Skills

Analytical thinking

Decision making

Communication skills

Excel

Microsoft Office

Time management

Customer service

Loan documentation

Education

Associate degree (Accounting/Finance/Business)

Tools

Excel

Microsoft Office

Job description

Job Description: Our great client in Milwaukee, WI has an immediate opening for an Part time Loan Documentation Specialist.

Job#: 3054159

Hybrid onsite 3 days a week

• Associate degree with an emphasis in Accounting, Finance, or Business required.
• Minimum 3 years of experience working with accounting/bookkeeping principles.
• Experience working with loan processing and loan documentation is desired.
• Ability to complete work with a high degree of accuracy while meeting deadlines.
• Demonstrated skills in analytical problem solving, independent decision-making, and sound judgment in the application and communication of guidelines.
• Work experience demonstrating superior written and oral communication skills to resolve sensitive questions regarding lending policies and procedures.
• Ability to manage multiple assignments in a timely and quality manner.
• Demonstrated computer experience with solid keyboarding skills and proficiency with Microsoft Office packages, including Excel.
• Customer service experience preferred.
• Knowledge of field financing programs and NM’s field distribution system preferred.

• medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection.
• We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure.
• Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts.
• In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA.
• Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach.
• You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.