Part-Time Loan Operations & Compliance Assistant

Ourlivesmadison; Milwaukee (WI); Vor Ort; USD 17.000 - 25.000; Teilzeit

Zusammenfassung

Legacy Redevelopment Corporation is seeking a detail-oriented Loan Program Assistant to support our Loan Department with loan servicing, documentation, customer service, reporting, and administrative tasks. This role requires accuracy, confidentiality, and the ability to manage multiple priorities in an in-office environment in Milwaukee.

The ideal candidate has experience in banking or financial services, strong MS Office skills, and solid math capabilities.

Qualifikationen

• Associate degree or equivalent combination of education and experience, or three years of related experience/training.
• Experience in financial institution operations, lending, sales, or customer service.
• Strong attention to detail and organizational skills.
• Ability to work with confidential financial information.
• Strong written and verbal communication skills.
• Experience with Microsoft Office applications is required.

Aufgaben

• Process loan payments, advances, and payoff requests for commercial, small business, and real estate loans.
• Maintain accurate loan records, files, and documentation in servicing systems.
• Assist with booking new loans and closing paid loans.
• Monitor loan documentation and follow up on outstanding items (UCC filings, mortgages, insurance, financial statements, tax returns).
• Review and process loan draw requests and supporting documentation.
• Calculate payoff amounts and respond to routine inquiries from customers and loan officers.
• Assist with charged-off, REO, and non-accrual loan servicing.
• Maintain insurance records and communicate with insurance agents, loan officers, and customers.
• Prepare and distribute loan reports and assist with audits/examinations.
• Support compliance-related reporting and documentation.
• Collect and organize social impact information related to the loan portfolio.
• Provide general administrative and operational support to the Loan Department.

Kenntnisse

Attention to detail

Organizational skills

Written and verbal communication

Independent work

Deadline-driven

Ausbildung

Associate degree or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Jobbeschreibung

Legacy Redevelopment Corporation is seeking a detail-oriented Loan Program Assistant to support our Loan Department with loan servicing, documentation, customer service, reporting, and administrative tasks. This role requires accuracy, confidentiality, and the ability to manage multiple priorities in an in-office environment in Milwaukee.

The ideal candidate has experience in banking or financial services, strong MS Office skills, and solid math capabilities.