Loan Processor / Administrative Assistant

Position Summary

We are seeking a detail-oriented Loan Processor / Administrative Assistant to support lending operations and assist loan officers throughout the loan application, documentation, processing, and closing process. This role serves as a key point of contact for customers and internal teams while ensuring loan files are accurate, compliant, and completed in a timely manner.

The ideal candidate will have strong organizational skills, the ability to manage multiple priorities, and experience working in a fast-paced financial services environment.

Key Responsibilities

Loan Processing & Documentation

• Prepare loan documentation for commercial, consumer, real estate, and other lending products in accordance with company policies and regulatory requirements.
• Review loan files to ensure all required documentation has been obtained and completed accurately.
• Verify loan documentation and coordinate corrections when necessary.
• Assist with loan closings and ensure all closing requirements have been satisfied prior to funding.
• Maintain accurate loan records and documentation throughout the life of the loan.

Administrative Support

• Provide administrative support to multiple loan officers and lending personnel.
• Assist with loan payments, account maintenance, document tracking, and customer service requests.
• Monitor and manage exception reports, upcoming renewals, and past due documentation.
• Record and distribute meeting notes as needed.
• Prepare reports and assist with special projects.

Customer & Vendor Coordination

• Serve as a primary point of contact for customers regarding loan documentation and status updates.
• Coordinate with title companies, attorneys, insurance providers, appraisers, and other third-party vendors.
• Order and review supporting documentation such as title work, flood certifications, lien searches, and other required reports.
• Maintain clear communication with all parties involved in the loan process.

Compliance & Quality Control

• Ensure loan files comply with internal policies and applicable regulatory requirements.
• Assist with document exception tracking and follow-up.
• Maintain confidentiality of sensitive customer and financial information.
• Support audit and quality control initiatives as needed.

Qualifications

Education & Experience

• High school diploma required; associate's or bachelor's degree preferred.
• Previous experience in loan processing, lending support, banking, financial services, or a related administrative role preferred.
• Experience working with loan documentation and lending procedures is highly desirable.

Knowledge, Skills & Abilities

• Strong understanding of loan processing and documentation procedures.
• Proficiency in Microsoft Office, including Word and Excel.
• Excellent organizational skills and attention to detail.
• Strong written and verbal communication abilities.
• Ability to manage multiple deadlines and priorities in a fast-paced environment.
• Ability to handle confidential information with professionalism and discretion.
• Strong critical thinking and problem-solving skills.
• Positive attitude with the ability to work independently and as part of a team.

Preferred Qualifications

• Experience with loan origination or document management systems.
• Bilingual (Spanish) a plus.
• Strong data entry and keyboarding skills.

Work Environment

• Full-time position
• Monday through Friday
• Primarily office-based environment
• Occasional additional hours may be required to meet business needs

Physical Requirements

• Prolonged periods of sitting and computer use.
• Frequent use of keyboard and computer systems.
• Ability to occasionally lift and carry up to 10 pounds.
• Ability to communicate effectively in person, by phone, and electronically.

Compensation & Benefits

• Competitive compensation package
• Comprehensive benefits offerings
• Paid time off and holidays
• Retirement savings opportunities
• Professional development and growth opportunities

Why Join Us?

This position offers the opportunity to play an important role in supporting a dynamic lending team while building valuable experience in loan operations, customer service, and financial services administration.