Lending Assistant
About The Position
Assist lending officers with the preparation and processing of loan applications and documentation. Conduct preliminary loan analysis and gather necessary financial information from clients. Maintain accurate and organized loan files, ensuring compliance with company policies and regulatory requirements. Respond to client inquiries and provide information regarding loan status and terms. Schedule and coordinate meetings between clients and lending officers. Perform data entry and manage loan tracking systems. Support the preparation of loan presentations and reports for review by senior management. Assist in monitoring loan repayments and follow up on delinquencies.
Requirements
- Strong organizational skills and attention to detail.
- Excellent communication and customer service skills.
- Proficient in Microsoft Office Suite (Word, Excel, Outlook).
- Ability to work independently and as part of a team.
Nice To Haves
- Previous experience in banking and lending is a plus.
- Knowledge of lending practices and financial principles is desirable.
Responsibilities
- Assist lending officers with the preparation and processing of loan applications and documentation.
- Conduct preliminary loan analysis and gather necessary financial information from clients.
- Maintain accurate and organized loan files, ensuring compliance with company policies and regulatory requirements.
- Respond to client inquiries and provide information regarding loan status and terms.
- Schedule and coordinate meetings between clients and lending officers.
- Perform data entry and manage loan tracking systems.
- Support the preparation of loan presentations and reports for review by senior management.
- Assist in monitoring loan repayments and follow up on delinquencies.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
