Lending/ Administrative Assistant

Job Summary:

We are seeking a detail-oriented and organized Lending/Administrative Assistant to support our loan processing team. This role involves handling administrative tasks, preparing loan documentation, and ensuring compliance with lending policies. The ideal candidate will have strong organizational skills, attention to detail, and the ability to work efficiently in a fast-paced environment.

• Assist loan officers in preparing and processing loan applications.
• Gather, organize, and verify financial and personal information from clients.
• Prepare loan documentation and ensure all required paperwork is complete and accurate.
• Maintain and update client records in the loan management system.
• Handle correspondence and communication with clients, financial institutions, and internal departments.
• Ensure all loan applications comply with company policies and regulatory requirements.
• Schedule appointments and manage calendars for loan officers.
• Assist with general administrative duties such as filing, data entry, and answering phone calls.
• Support the loan closing process by coordinating necessary documentation.
• Monitor loan application progress and follow up on missing or incomplete information.