Loan Assistant Jobs

About The Position

Requirements

• Self‑motivated individuals with strong initiative
• Fast learners with the ability to adapt quickly
• Excellent time‑management skills; able to handle multiple priorities and frequent interruptions
• Strong written and verbal communication
• High attention to detail and accuracy
• Effective problem‑solving skills
• Proficiency in Microsoft Office (Word, Excel, Outlook)

Responsibilities

• Support loan officers by gathering, organizing, and tracking required loan documentation.
• Enter and maintain accurate borrower and loan data within bank systems.
• Prepare loan documents and disclosures in accordance with regulatory guidelines and bank policies.
• Communicate with borrowers and internal departments to obtain additional information and resolve open items.
• Review loan files to ensure completeness and compliance with lending requirements.
• Provide timely customer service, including answering inquiries and sharing application status updates.
• Assist with scheduling, coordinating communication, and managing follow‑up for the lender.
• Maintain strict confidentiality and adhere to privacy and data security policies.
• Assist with general administrative duties and special projects within the banking center as needed.

Benefits

• Supportive team environment
• Opportunities to learn and grow within the banking field
• Meaningful work that helps customers throughout their financial journey