Loan Assistant

3 weeks ago

Sydney, New South Wales, Australia Evolve Bank & Trust Full time
Overview

Under general supervision, in accordance with established policies and procedures, performs a variety of support activities. Provides customer service to loan clients. Assists loan officers in gathering information required for loans. Creates loan files. Orders, reviews and tracks documentation necessary for loan applications, renewals, extensions and closings. Facilitates and completes loan closings. Performs and manages the loan review process and other functions as assigned.

Responsibilities
  • Answers incoming calls and correspondence, resolves customer inquiries, and when necessary, directs calls and correspondence to loan officers.
  • Creates and maintains loan files for loan officers.
  • Assists in preparing loan applications and supporting documentation for approval.
  • Processes applications in accordance with regulations and other requirements.
  • Orders credit reports, title work, appraisals, surveys, flood certifications and business entity searches as needed.
  • Assists in obtaining and documenting required items for loans including financial statements, insurance documentation, tax returns, UCC filings and other items, as required.
  • Assists loan officers in curing loan file exceptions.
  • Handles loan closings, as needed.
Education And Experience
  • Loan experience is preferred.
  • One year of banking experience.
  • Two years of administrative experience.
Key Competencies
  • Focus on service to the customer.
  • Courteous and professional demeanor.
  • Excellent communication skills.
  • General banking knowledge.
  • Strong administrative skills.
  • Detailed oriented.
  • Flexible.
Seniority level
  • Entry level
Employment type
  • Full-time
Job function
  • Finance and Sales

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