Senior Loan Assistant

USALLIANCE Financial • Chelmsford, MA

10d • Hybrid

About The Position

The Sr. Loan Assistant (SLA) is senior role with potential small team management responsibilities who will report directly to the Loan Operations Manager. The primary focus of this role is to provide operational support to our Loan Officers (LO’s). The SLA will execute clerical origination tasks, data entry in the LOS, basic disclosure/re-disclosure, and phone support.

Requirements

• 3-4 years of member service experience in a financial institution with a focus in the lending department.
• At least 1 year of disclosure experience with a strong comprehension of TRID compliance.
• Strong PC skills.
• Able to communicate (written and verbal) effectively and professionally with employees, members, and the public.
• Attention to detail & strong organizational skills.
• Ability to multi-task and manage a loan pipeline to meet regulatory requirements.
• Excellent interpersonal skills must demonstrate the ability to work with members, colleagues, and superiors.
• All positions must adhere to standard BSA/AML policies, procedures, and processes. Employees must demonstrate awareness of business functions and how business decisions affect financial and/or non-financial work results.

Nice To Haves

• NMLS Licensure is preferred.

Responsibilities

• Day-to-day operational support for the Loan Originations Team.
• Provide excellent member service in the Retail phone queue.
• Basic set up and disclosure/re-disclosure for all loan products including 1st lines, HELOCs, and HELOANs.
• Ordering of 3rd party services including, but not limited to, Appraisals, Title work, and Flood Certifications.
• Maintain accurate record keeping and follow compliance regulations.
• Work closely with processors, underwriters, and closers to help assist with lending applications.
• Support loan officers with file preparation.
• Additional clerical tasks as assigned by management.

Benefits

• Competitive salary and benefits package
• Opportunities for professional development and career growth with exposure to mentorship from the executive team.
• Paid Time Off, Wellness Time & Paid Federal holidays
• 401K with 6% match
• High Performance Culture that specializes in training to sharpen and expand skills brought to USALLIANCE.
• Annual corporate bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed