Posted 1 month ago
Loan Assistant
AI Summary
Provides operational and administrative support to the lending team by preparing loan documents, reviewing paperwork for accuracy, organizing records, and serving as the first point of contact for loan customers.
About this role
Provides a variety of operational and administrative support functions for the lending team, including preparing loan documents, correspondence, reports, notes, and mortgages. Reviews loan paperwork for accuracy and completeness while maintaining confidential customer information. Organizes, updates, and manages loan files to ensure records are current and accessible. Serves as a welcoming first point of contact for loan customers by greeting visitors, answering questions, and directing phone calls. Works closely with loan officers to help deliver an exceptional customer experience and ensure the lending process runs smoothly and efficiently.
