Loan Servicing Assistant

Roberts Resorts & Communities•Austin, TX

20h

About The Position

About Roberts Resorts & Communities: This company operates nationally and is growing by the day. At Roberts Resorts & Communities, we're on a mission to build community and fulfill dreams. Through our core values of resourcefulness, integrity, passion, and epic customer service, we're dedicated to making a difference in the lives of 30,000 families. If you're passionate about creating meaningful impact, thrive in a culture of integrity, and are committed to delivering exceptional service, we invite you to join us in turning visions into reality and shaping a brighter future together. Position Summary: We are seeking a detail-oriented and reliable Loan Servicing Assistant to support our growing in house financing team. This role is ideal for someone who is organized, proactive, and eager to grow within the financial services industry. The Loan Servicing Assistant will handle daily administrative and customer support tasks to ensure smooth and accurate loan servicing operations.

Requirements

Must have 3+ years of administrative experience
1-year loan processing experience
Ability to fluently read, write and speak English and Spanish
Ability to provide excellent customer service in person and on the phone
Ability to handle multiple tasks and frequent interruptions
Ability to handle stressful situations with calmness and courtesy
Ability to communicate effectively, both orally and in writing
Excellent records and file management skills
Knowledge and experience using MS Word, Excel, Outlook
Attention to Detail: Accuracy is crucial in loan processing to ensure all documents are complete and error-free.
Communication Skills: Clear and concise communication with clients, loan officers, and other stakeholders is necessary to gather information and provide updates on loan applications.
Time Management: Managing multiple loan applications simultaneously requires strong organizational skills and the ability to prioritize tasks effectively.
Customer Service: Providing excellent customer service by addressing client inquiries, resolving issues, and maintaining a professional demeanor at all times.
Knowledge of Regulations: Understanding of relevant lending regulations and compliance requirements to ensure loan applications adhere to legal guidelines.
Computer Proficiency: Comfortable using loan processing software, spreadsheets, and other digital tools to input data, generate reports, and manage documents efficiently.
Analytical Skills: Ability to assess financial documents, credit reports, and other information to evaluate loan applications and identify potential risks.
Problem-Solving Abilities: Being proactive in resolving issues that may arise during the loan processing cycle, such as discrepancies in documentation or credit concerns.
Teamwork: Collaborating effectively with loan officers, underwriters, and other team members to expedite the loan approval process and deliver a positive experience for clients.

Responsibilities

Provide administrative support to the loan servicing and loan operations teams.
Process and update loan documents, payment records, and customer files.
Assist with posting payments, verifying account information, and maintaining accurate data entry.
Respond to internal and external inquiries regarding loan accounts, balances, and documentation.
Prepare and organize required paperwork, reports, and correspondence.
Support compliance by following company policies and regulatory guidelines.
Collaborate with team members to resolve account discrepancies or customer issues.
Perform general office tasks including scanning, filing, copying, and email management
Assist with additional loan servicing projects as the company continues to grow.