Loan Assistant

12 hours 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

bGet notified about new Loan Clerk jobs in Hardy, AR.


#J-18808-Ljbffr

  • Sydney, New South Wales, Australia beBeeLoanManagement Full time $100,000 - $120,000

    Job Overview:The Analyst is responsible for managing corporate loans on a daily, weekly, and monthly basis. This role involves assisting the manager and supervisors in processing and disbursing loans in accordance with bank procedure manuals and operational guidelines.Key Responsibilities:Ensure accurate completion of loan drawdowns, rollovers, repayments,...

  • Loan Set Rep

    2 weeks ago


    Sydney, New South Wales, Australia Manpower Australia Full time

    Job Title: Loan Set RepresentativeShift: 10 AM - 6 PM, Monday - FridayLocation: Belrose, NSWPay Rate: $33.09 per hourContract: Minimum 6-month contract with potential for permanent employmentMUST have PR OR AUS CITIZENAbout the Role:As a Loan Set Representative, you will play a key role in ensuring the smooth coordination, shipment, and management of loan...


  • Sydney, New South Wales, Australia beBeeMortgage Full time $80,000 - $120,000

    Job DescriptionAs a Mortgage Broker, you will play a pivotal role in assisting clients secure home loans, debt consolidation, and refinancing solutions. Your primary responsibility will be to assess clients' financial situations, recommend suitable loan products, manage the loan application process, and maintain relationships with lenders and...

  • Loan Set Rep

    2 weeks ago


    Sydney, New South Wales, Australia Manpower Australia Full time

    Job Title: Loan Set RepresentativeShift: 10 AM - 6 PM, Monday - FridayLocation: Belrose, NSWPay Rate: $33.09 per hourContract: Minimum 6-month contract with potential for permanent employmentMUST have PR OR AUS CITIZENAbout the Role:As a Loan Set Representative, you will play a key role in ensuring the smooth coordination, shipment, and management of loan...


  • Sydney, New South Wales, Australia Macquarie Bank Limited Full time

    Home Loan Variations Consultant - Technical and Monetary Variations Our Home Loans Technical Variations Team assists clients with navigating complex home loan changes, such as loan purpose adjustments and partial discharges.Our Monetary Variations Team specialises in supporting existing clients with loan modifications, including top-ups and switching to...


  • Sydney, New South Wales, Australia beBeeGrowth Full time $80,000 - $120,000

    Residential Home Loan SpecialistYou will be assisting clients through residential home loan applications, managing their home loan journey from start to finish and being the point of contact throughout. You will provide an exceptional experience as you help your clients navigate through a complex process while understanding their needs and individual...


  • Sydney, New South Wales, Australia beBeeLoan Full time $100,000 - $120,000

    Corporate Loan Administrator RoleThis role involves proactive assistance to senior management and supervisors in the daily, weekly, and monthly processing and management of Corporate Loans Administration in accordance with established procedure manuals and operational guidelines.Main Responsibilities:The completion of accurate and timely Loan Drawdowns,...


  • Sydney, New South Wales, Australia Macquarie Bank Limited Full time

    Home Loan Variations Consultant - Technical and Monetary VariationsOur Home Loans Technical Variations Team assists clients with navigating complex home loan changes, such as loan purpose adjustments and partial discharges. Our Monetary Variations Team specialises in supporting existing clients with loan modifications, including top-ups and switching to...


  • Sydney, New South Wales, Australia beBeeExpertise Full time $80,000 - $150,000

    Complex Home Loan ExpertWe provide expert assistance to clients with intricate home loan changes, including loan purpose alterations and partial discharges.Your Key ResponsibilitiesSupport existing clients with residential home loan variation applications.Act as the primary point of contact throughout the process.You will deliver an exceptional experience by...


  • Sydney, New South Wales, Australia beBeeProfessional Full time $60,000 - $120,000

    Home Loan Lending SpecialistAs a professional in this role, you will assist clients through the complex process of residential home loan applications. You will be their point of contact throughout, providing an exceptional experience and helping them navigate their needs and individual circumstances.The successful candidate will have strong home loans...