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Loan Assistant
- Sales, Business Development, Business Consulting
- Banking, Finance, Insurance, Accounting and Trade jobs
Description
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Prepare new and renewed underwriting packages.
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Order Credit reports, OFAC, Entity & UCC lien searches.
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Support Loan Officers in loan closing and funding.
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Assist Loan Officers with various account monitoring activities.
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Upload the credit files into Vision Content.
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Respond to customers' inquiries.
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Handle daily loan transactions & outgoing wire transfers.
Responsibilities
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Education: College degree in accounting or finance preferred, but not required
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Experience: Experience in a lending or banking preferred, but not required
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Skills/Ability: Proficient with Microsoft applications; Proficient in verbal and written communication skills in English; Bilingual in English and Chinese a plus.
Hard Skills
- Microsoft Office
- Account management
- Account Reconciliation
- Financial Reporting
- Advanced language knowledge
- Advanced writing skills
Soft Skills
- Communication
