Loan Assistant
As a Loan Assistant, you will provide support to the loan origination process, assisting loan officers and borrowers throughout the loan application and approval process. Your role is essential in ensuring a smooth and efficient loan processing experience. The ideal candidate will have strong organizational skills, attention to detail, and a customer service-oriented mindset.
LOCATION
Alhambra
EMPLOYMENT TYPE
Permanent
What You’ll Do
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Assist loan officers with the preparation and submission of mortgage loan applications.
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Collect and review loan documentation for completeness and accuracy.
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Verify borrower information, employment history, and financial statements.
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Coordinate with borrowers, real estate agents, and other parties to gather necessary information and documents.
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Prepare loan files, ensuring all required documentation is included.
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Assist in the preparation and distribution of loan disclosures and closing documents.
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Communicate with borrowers regarding loan status and any additional information needed.
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Maintain accurate loan files and records.
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Collaborate with internal teams to ensure timely loan processing.
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Provide excellent customer service, addressing borrower inquiries and concerns.
Requirements
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High school diploma or equivalent, additional education or relevant experience is a plus.
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Prior experience in loan processing or a related role is preferred.
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Familiarity with mortgage loan documentation is beneficial.
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Strong attention to detail and ability to review and analyze documents accurately.​
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Good organizational and time management skills.
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Proficiency in using computer applications for data entry and file management.
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Effective communication and interpersonal skills.
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Customer service-oriented mindset. Maintain confidentiality and handle sensitive information appropriately.
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Knowledge and familiarity with the mortgage loan industry is preferred.