Loan Assistant Jobs

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SUMMARY
The holder of this position provides administrative support and performs clerical duties in processing financial, marketing, and credit records.
RESPONSIBILITIES/DUTIES
The essential functions of the position include, but are not limited to:

• Making authorized disbursement of loan funds
• Meeting the requirement of daily attendance on the job for a full, continuous 8-hour shift
• Performing legal record searches
• Performing additional duties, including other administrative services, as required, to meet business needs
• Performing data entry of office transactions
• Receiving payments on accounts and issuing receipts
• Maintaining the branch office filing system
• Compiling branch office reports
• Preparing applications, legal and credit administration documents to complete loan transactions
• Promoting good customer relations
• Verifying accuracy of loan and legal documents

REQUIRED EDUCATION/EXPERIENCE
High school education or GED equivalent with work experience in secretarial and/or administrative duties. Must be able to perform most duties under moderate supervision and exercise a reasonable amount of judgment.
PREFERRED EXPERIENCE
Strong preference for experience with legal document preparation and/or monitoring of time sensitive functions, including real estate and/or mortgage transactions.