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In this role, you will work with the loan officers in gathering necessary information for all types of loans. You will also be responsible for warmly greeting customers in person and over the phone, responding to customer inquiries, assisting customers with account servicing and closing certain types of loans. To ensure success as a loan assistant, you should have business acumen and the ability to complete various complex lending tasks accurately and efficiently. Ultimately, a top-notch loan assistant should be a highly organized and process-driven individual with the ability to handle confidential information.