Loan Assistant (Memphis)
We’re looking for a detail-oriented and customer-focused Loan Assistant to join our team! In this role, you’ll work closely with loan officers and customers to support the loan process from application to closing, helping ensure a smooth and efficient experience.
Key Responsibilities:
- Assist loan officers with processing applications and preparing files for underwriting
- Collect, review, and organize required loan documentation
- Pull credit reports and monitor loan status, exceptions, and maturities
- Communicate with customers, attorneys, vendors, and internal teams to provide updates and gather information
- Manage loan timelines and assist with closing and post-closing tasks
- Prepare wire requests, ACH setups, and deposit tickets
- Answer calls and emails while providing excellent customer service
- Cross-sell bank products and support customer relationship growth
- Maintain compliance with bank policies, procedures, and regulations
Qualifications:
- High school diploma or equivalent required
- Strong communication and customer service skills
- Excellent organizational skills and attention to detail
- Ability to multitask and manage priorities in a fast-paced environment
- Proficient in Microsoft Office or similar systems
- Team-oriented with a positive, helpful attitude