Position Summary:

The Executive Assistant / Lending Assistant provides administrative and operational support to loan officers and the lending team throughout the loan process. This position assists with gathering and organizing borrower information, preparing loan documentation, maintaining accurate records, communicating with applicants, and helping ensure loans are processed efficiently and in accordance with company policies and applicable regulations. Key Responsibilities Assist loan officers with the preparation, processing, and tracking of loan applications. Collect, verify, and organize borrower documentation and financial information. Communicate with applicants to obtain missing or updated information and documentation. Prepare loan files and ensure required documents are complete and properly organized. Enter and maintain accurate loan and customer information in lending systems. Track loan applications and follow up on outstanding documentation or required items. Assist with preparing disclosures, correspondence, reports, and other loan-related documents. Coordinate with underwriting, processing, closing, title companies, appraisers, and other third parties as needed. Provide professional and timely customer service to borrowers throughout the lending process. Maintain confidentiality of customer financial and personal information. Follow established lending procedures, internal controls, and applicable regulatory requirements. Assist with post-closing or loan servicing tasks as assigned. Perform other administrative duties and special projects as requested.

Qualifications:

1-2 years of administrative, banking, financial services, customer service, or related experience. Strong attention to detail and organizational skills. Excellent written and verbal communication skills. Professional appearance. Ability to handle confidential and sensitive information appropriately. Proficiency with Microsoft Office, Word, Excel and Loan documentation software Ability to prioritize multiple tasks and meet deadlines. Knowledge of basic lending terminology and loan documentation. Experience working in a regulated financial-services environment.

Pay:

$40,000.00 - $65,000.00 per year

Work Location:

In person