6 Loan Assistant Jobs in San Luis Obispo, CA
OPPORTUNITIES, INC. is Hiring a Loan Assistant Near San Luis Obispo, CA
The Loan Assistant is responsible for assisting the Portfolio Managers and Credit Managers with various loan administration tasks including tickler administration, customer/borrower inquiries, loan origination administration, and other loan portfolio administration duties as assigned.
RESPONSIBILITIES
- Works closely with Credit Analyst and Portfolio Manager to ensure financial packages are complete.
- Sends out tickler letters as requested by the Portfolio Manager or Credit Analyst.
- Performs call back function on established provisionally received ticklers for loan originations and modifications.
- Periodic updating of tickler and covenant notes as requested by the Portfolio Manager.
- Dispositions tickler and covenant items as appropriate and as requested by Portfolio Manager.
- Provides general assistance to the Credit Analyst, Portfolio manager and Credit Manager.
- Assists borrowers with payoffs, line of credit advances and loan draw requests.
- Responds to general customer inquiries regarding loan statements, document copies, loan balances, etc.
- Uploads various documents and other financial information as received by borrowers.
- Assists with management of the imaged file and various periodic file management projects.
- Assists Portfolio Manager and Credit Manager with re-indexing files as necessary.
- Reviews borrower imaged file to ensure current insurance certificate and related information have been properly and timely uploaded.
- Works closely with the Portfolio Manager in the initial preparation of Letters of Interest and Letters of Approval.
- Assists the Portfolio Manager with the setup of the electronic working file and the uploading of periodic information received by the customer.
- With respect to loan reviews; orders site inspections, Westlaw Reports, credit reports, UCC searches and various other information on an as needed basis.
- Performs other duties and tasks as requested by the Credit Manager, Portfolio Manager or Credit Analyst.
- Other duties as assigned.
QUALIFICATIONS
- 1 year experience in lending administration environment, banking or financial institution preferred.
- Knowledge of CASH Suites, Sales Force and FIS Horizon preferred.
- Knowledge of commercial lending terminology preferred.
- Proficient computer skills including Microsoft Office (Word, Excel, Outlook), lending software applications and platform preferred.
A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $16.51 to $24.76. Actual compensation will vary based on various factors including but not limited to location, experience, and performance. A discretionary bonus and/or business line incentive may be provided, in addition to a medical and other benefits, dependent on the position. For more information regarding our benefits, please visit https://www.ppbi.com/careers.html
Job Summary
Full Time
Ancillary Healthcare
$79k-107k (estimate)
04/14/2024
06/12/2024
oppinc.com
FORT ATKINSON, WI
200 - 500
1966
BARBARA LE DUC
$10M - $50M
Ancillary Healthcare
Related Companies
About OPPORTUNITIES, INC.
Opportunities, Inc. is a Community Rehabilitation Program based in Fort Atkinson, Wisconsin, with additional locations in Watertown, Madison and Oconomowoc. For over 50 years the agency has continued to expand its comprehensive vocational training and employment services, social integration, academic programs, and supportive home care for individuals with barriers, to include those with disabilities, limited work experience, AODA issues, language challenges, economic disadvantages, employment dislocation, re-entry and veterans. Opportunities, Inc. is also a leader in social enterprise; through... co-manufacturing, staffing and custom design and print services it offers a quality driven service for its business partners while promoting positive advances for the community. MISSION: Provide services for individuals for the purpose of maximizing their success and enhancing their abilities to be independent, contributing members of the community.
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The job skills required for Loan Assistant include Microsoft Office, etc. Having related job skills and expertise will give you an advantage when applying to be a Loan Assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Loan Assistant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Loan Assistant positions, which can be used as a reference in future career path planning. As a Loan Assistant, it can be promoted into senior positions as a Top Branch Administration Executive that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Loan Assistant. You can explore the career advancement for a Loan Assistant below and select your interested title to get hiring information.
If you are interested in becoming a Loan Assistant, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Loan Assistant for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Loan Assistant job description and responsibilities
Setting up commercial loan files, responsible for maintaining department files in an accurate and efficient manner.
03/29/2022: Binghamton, NY
Order required due diligence items (i.e. Appraisals, Environmental Reports, Property Inspections, Flood Searches and UCC searches)
02/16/2022: Cincinnati, OH
Prepare and review internal documentation for loan closings as needed.
05/09/2022: Biloxi, MS
Works with third-party professionals (attorneys, appraisers, inspectors, etc.) in order to close loans in conformity with approved terms and conditions.
02/12/2022: Olympia, WA
Reviews all loan documents prior to closing to ensure that they will cover the intended collateral and documentation of the borrower’s and guarantor’s obligations to the bank.
04/23/2022: Norwich, CT
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Loan Assistant jobs
Remain current on all pertinent consumer/agricultural lending and other financial institution-related laws and regulations.
03/08/2022: Kansas City, KS
Cover phone calls and customer meetings as necessary and keep manager informed of all activities within department.
04/02/2022: Mcallen, TX
Actively participate in training programs to maintain and acquire additional job knowledge and skills.
03/05/2022: Wichita Falls, TX
Update collateral values, as needed, on commercial and residential real estate loans.
03/16/2022: Lebanon, PA
Balance and maintain residential and commercial real estate construction loan file.
03/12/2022: Evansville, IN
Step 3: View the best colleges and universities for Loan Assistant.
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