Loan Assistant

PriorityOne Bank • Collins, MS

1d

About The Position

The Loan Assistant supports the loan processing team by managing and organizing loan documentation and helping ensure compliance with regulatory requirements. The role facilitates communication between loan officers, clients, underwriting, appraisal, and title departments to help expedite loan approvals and closings. The Loan Assistant enters data, verifies borrower information, maintains accurate records, and provides administrative and operational support to improve customer satisfaction and support the lending process. The position requires attention to detail, strong organizational and communication skills, and the ability to manage multiple tasks in a fast-paced environment.

Requirements

• High school diploma or equivalent required.
• Proficiency with Microsoft Office Suite, especially Excel and Word.
• Strong organizational skills and the ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Attention to detail when verifying borrower information and maintaining accurate records.
• Problem-solving skills to address discrepancies or issues during loan processing.

Nice To Haves

• Associate’s degree or higher.
• Prior experience in loan processing, banking, or financial services.
• Experience with loan origination software or financial CRM systems.
• Knowledge of federal and state lending regulations and compliance requirements.
• Customer service experience in a financial or banking setting.
• Ability to work independently and as part of a team in a fast-paced environment.
• Additional certifications related to loan processing or financial services.

Responsibilities

• Prepare and organize loan files and documentation for submission and review in support of loan officers.
• Verify borrower information and documentation for accuracy and completeness.
• Communicate with clients to gather necessary information and provide updates on loan status.
• Coordinate with underwriting, appraisal, and title departments to support timely loan processing.
• Maintain accurate records of loan applications, approvals, and closings in compliance with company policies and regulatory standards.
• Enter data and update loan tracking systems to reflect current loan statuses.
• Support the loan team with administrative tasks, including scheduling appointments and managing correspondence.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED