Lending Assistant
Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm.
We are currently seeking a Lending Assistant for a direct hire opportunity with a financial services client.
Responsibilities :
- Responsible for supporting the Bank’s commercial lenders with all administrative aspects of the commercial loan process.
- Assists with pre-closing, closing and post-closing tasks and insures loans are processed in accordance with the Bank’s policy and regulatory guidelines as applicable.
- Assists with the collection of documentation and processing of commercial loans.
- Utilizes various checklists to prepare loan files according to established procedures.
- Communicates with lending team on all discrepancies and necessary legal documents not yet obtained.
- Organizes loans for customer signature and loan operations.
- Contacts customers or third parties to request insurance documents, tax returns, and other loan-related documents.
- Inspects loan files to determine whether all required documents are current and makes relevant notes on work in progress.
- Communicates with customers and vendors as directed by lenders.
- Address client issues and assist in researching and resolving issues.
- Processes loan renewals as instructed by lender and according to approved policies and procedures.
- Responsible for organization and scanning of loan files.
- Provides administrative support to lending department.
- Conduct all activities in compliance with bank policies and all regulatory guidelines including BSA, OFAC, Fraud Prevention, and Anti-Money Laundering regulations.
- Perform other duties as may be assigned. Qualifications :
- Education : High School Diploma or GED required; College degree or additional coursework in banking, finance or lending is a plus.
- Work Experience : At least two years of prior bank, lending or administrative experience preferred.
- Excellent customer service and communications skills- written and verbal.
- Self-starter with the ability to work independently without constant and direct supervision.
- Experience using Microsoft Office products, Outlook, Word, Excel, etc.
- Ability to make sound decisions and recommendations.
- Strong organizational skills and the ability to multitask and prioritize.
- Ability to interact well with customers with high to low levels of computer knowledge.
- Ability to keep detailed and accurate records.
- Must be able to work well in a team environment.
- Experience with Jack Henry a plus. For immediate consideration, please click Apply and use Job Code BHJOB11837 4054. You may also send a copy of your resume to : resumes@lewisjamesprofessional.
com and enter only the following job code in the subject line : BHJOB11837 4054. Lewis James Professional is an Equal Opportunity Employer. M / F / D / V
30+ days ago