Loan Assistant

Directors Investment Group•Abilene, TX

About The Position

Does this describe you? Organized Adaptable Disciplined Detail-Oriented If so, let’s talk!! We are currently seeking a self-motivated, professional individual to join our team as a LOAN ASSISTANT. This role exists to support the growth and management of the funeral home lending portfolio. This position plays a crucial role in assisting with new loan opportunities and managing existing loans by gathering documentation, coordinating loan processes, and ensuring compliance with loan terms. Reporting directly to the Director of Funeral Home Lending, the Loan Assistant’s contributions are essential in facilitating smooth loan transactions, maintaining accurate records, and supporting the overall efficiency of the lending team.

Requirements

Proficient knowledge and extensive use of Microsoft Office.
Experience using workflow software preferred.
Experience using loan administration software preferred.
Strong organizational and interpersonal skills.
Ability to maintain confidentiality when dealing with sensitive information.
Ability to work effectively as part of a team.
Strong attention to detail and accuracy.
Ability to manage multiple tasks and prioritize effectively.
Excellent written and oral communication skills.
1-3 years of previous finance experience or an associate’s degree (finance preferred).

Responsibilities

Assist the Director of Funeral Home Lending in processing and closing new loans.
Utilize loan and workflow software to manage loan applications.
Prepare and review loan documents for accuracy and completeness.
Collect and apply loan payments.
Ensure loan covenant items are received and documented.
Assist in monitoring loan maturities and renewals.
Produce monthly, quarterly, and annual reports.
Provide administrative support to the loan team as needed.
Maintain accurate and organized loan files.
Other responsibilities as needed.