Job Details
We are currently seeking a Loan Assistant to join a reputable investment banking firm in the Beverly Hills area.
Key Responsibilities:
- Obtain and review required loan documentation for completeness and accuracy.
- Process less complex loan applications and order credit verifications and third-party services as needed.
- Track receipt of legal documents and verify loan files for accuracy.
- Follow up on missing documentation and ensure timely receipt.
- Set up and monitor loan and financial ticklers to ensure accuracy and timeliness of document receipt.
- Prepare compliance and accounting records and reports as required by management and regulatory agencies.
- Schedule and coordinate loan closings and clear disbursement of proceeds.
- Perform pre-closing/post-closing
- Assist customers with basic inquiries or problems related to loan processing.
- Prepare client communications on loan terms as needed.
- Maintain currency in loan processing policies and procedures.
- Review property and liability insurance to ensure compliance with bank policy.
Your Skills & Experience:
- 2+ years of experience in loan processing or related financial services role.
- Knowledge of loan documentation requirements, compliance regulations, and financial calculations.
- Strong attention to detail and ability to prioritize tasks effectively.
- Excellent communication and customer service skills.
- Proficiency in Microsoft Office Suite and loan servicing systems.
- Ability to work independently and collaboratively in a team environment.