Administrative Assistant

Time Investment Co IncWest Bend, WI
$19 - $24Hybrid

About The Position

The Administrative Assistant is responsible for managing and maintaining loan files throughout the lending process, reviewing documentation for accuracy and completeness, coordinating file updates, and supporting funding and compliance activities. The position also assists with responding to customer inquiries and credit bureau disputes, maintaining organized records, and performing a variety of administrative tasks. Success in this role requires strong attention to detail, excellent organizational skills, the ability to manage multiple priorities, and a commitment to delivering high-quality customer service to both internal and external customers. This role is required to come into the office 2 days per week to handle incoming correspondence via mail and other administrative duties.

Requirements

  • Organizational & Administrative Skills
  • Strong attention to detail and accuracy
  • Excellent organizational and time management skills
  • Ability to manage multiple priorities and meet deadlines
  • Strong recordkeeping and file maintenance abilities
  • Communication & Customer Service
  • Excellent verbal and written communication skills
  • Professional phone and email etiquette
  • Strong customer service and problem-resolution skills
  • Technical Skills
  • Proficiency in Microsoft Office, particularly Excel, Word, and Outlook
  • Experience with loan origination, servicing, or document management systems
  • Accurate data entry and typing skills
  • Analytical & Problem-Solving Skills
  • Ability to identify discrepancies and resolve documentation issues
  • Strong critical thinking and decision-making skills
  • Ability to analyze information and prioritize workflow effectively
  • High school diploma or equivalent required
  • Ability to maintain confidentiality and handle sensitive information
  • Demonstrated ability to work independently and collaboratively in a team environment
  • Ability to read and interpret documents such as customer correspondence, accounts logs and procedure manuals.
  • Ability to prepare reports and correspondence.
  • Ability to communicate effectively with customers and other employees of the organization.
  • Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.
  • Ability to compute rate, ratio, and percent.
  • Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form.
  • Ability to deal with problems, involving several concrete variables in standardized situations.

Nice To Haves

  • Loan Administration & Documentation
  • Knowledge of loan documentation, funding, and servicing processes
  • Ability to review loan files for completeness and accuracy
  • Understanding of lending policies, procedures, and compliance requirements
  • Experience maintaining electronic loan records and document management systems
  • Associate's or Bachelor's degree preferred
  • 2-5 years of experience as a administrative assistant or related role

Responsibilities

  • Managing and maintaining loan files throughout the lending process
  • Reviewing documentation for accuracy and completeness
  • Coordinating file updates
  • Supporting funding and compliance activities
  • Responding to customer inquiries and credit bureau disputes
  • Maintaining organized records
  • Performing a variety of administrative tasks
  • Handling incoming correspondence via mail

Benefits

  • $1000 sign on bonus after 90 days
  • 10% extra night and weekend shift differentials
  • Hybrid - Work-From-Home, including training period
  • Flexible work schedule
  • Computer equipment and headset provided
  • Tuition Reimbursement
  • Medical, Dental, Vision Insurance
  • Life Insurance, Short and Long-Term Disability
  • Contribute to your 401(k) after the first 60 days; earn 4% company-matched funds after six months
  • Paid Time Off, up to 80 hours the first year
  • Additional 8 hours Birthday Month PTO
  • Potential for an additional 8 hours Volunteer PTO
  • Paid holidays
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