Loan Assistant

PriorityOne Bank • Collins, MS

3d

About The Position

The Loan Assistant supports the loan processing team by managing and organizing loan documentation and ensuring compliance with regulatory requirements. The role facilitates communication among loan officers, clients, and underwriting departments to help expedite loan approvals and closings. It also handles data entry, verifies borrower information, and maintains accurate records to support efficient loan processing. The Loan Assistant provides administrative and operational support to improve customer satisfaction and contribute to the lending process. The position requires attention to detail, strong organizational 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 ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Strong attention to detail to verify borrower information and maintain compliance.
• Problem-solving skills to address discrepancies or issues in the loan processing workflow.

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

• Assist loan officers by preparing and organizing loan files and documentation for submission and review.
• 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 ensure timely loan processing.
• Maintain accurate records of loan applications, approvals, and closings in compliance with company policies and regulatory standards.
• Perform data entry 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