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Become A Loan Assistant

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Working As A Loan Assistant

  • Processing Information
  • Interacting With Computers
  • Communicating with Persons Outside Organization
  • Getting Information
  • Performing for or Working Directly with the Public
  • Deal with People

  • Unpleasant/Angry People

  • Mostly Sitting

  • Repetitive

  • Stressful

  • $37,710

    Average Salary

What Does A Loan Assistant Do At Texana Bank

* 1. Assists in collecting financial and other related data.
* Work past due accounts as needed.
* Make calls on existing customers as needed.
* Check off new loans each morning.
* Maintains credit, collateral, and other loan files according to established procedures.
* Contacts past due customers to resolve delinquencies.
* Responds to customer s inquiries as appropriate.
* Accepts loan payments from customers; processes funds transfers as needed, 9.
* Prepares adverse notice notifications and forms, documents, and correspondence as needed.
* Processes wire transfer transactions.
* Answers phone as needed.
* May perform title work on vehicles, boats, etc. as needed.
* Maintains confidentially in all bank and customer information.
* Performs other tasks requested by supervisor as they relate to the Bank and its

What Does A Loan Assistant Do At Central Bank

* Lock, cancel and extend interest rates for secondary market loans
* Prepare recertification’s for all Investors
* Keeping all internal rate engines up to date
* Attend all required training.
* Quality Assurance:
* Audits recently submitted application files for compliance with initial disclosure requirements and initiates corrections as necessary
* Prepares and/or reviews the Loan Estimate—thereby binding the Bank to a cost guarantee
* Prepares all necessary documents including worksheets required to ensure compliance with regulatory guidelines
* Communicates with loan processors, loan officers, and all other related parties
* Follows loan processing methods established for adherence to policies and procedures and documentation requirements.
* Acts as liaison with all interested parties to facilitate a prompt, efficient resolution to documentation requirements.
* Recommends changes and process improvements when appropriate
* May work as a back-up to loan processors and closers as is required
* Remains abreast of changes in regulations and procedures.
* ADDITIONAL DUTIES AND RESPONSIBILITIES:Assist others in the department as needed and/or directed.
* May be assigned other duties and responsibilities.
* May be assigned work or training at other assigned

What Does A Loan Assistant Do At First American Bank

* Prepare retail payoff letter request, which includes assessing fees.
* Prepare release deed filings, process paid loans and release collateral interest.
* Generate batch of disbursement checks and miscellaneous transmittals.
* Process subordination fees and file subordination agreements.
* Service incoming lender and customer phone requests regarding payoff letters.
* Remit county recorder documents and assist in periodic file audits.
* Assist in scanning, other document imaging related functions and special projects as needed.
* Operate miscellaneous computer systems and software to include but not limited to Windows, MS Access, Word processing, imaging systems, and Silverlake core system.
* Perform other duties as assigned by management

What Does A Loan Assistant Do At University of Iowa Community Credit Union

* Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change
* Adheres to the Credit Union's core values in serving with truth, trust, mentoring, openness, risk-taking, communication, giving credit, integrity, caring, and respect in carrying out the UICCU's mission and vision
* Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival.
* Consistent usage of the members name during contact and always thanking them for their business
* Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities
* Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events on an annual basis
* Ensures confidentiality of member information
* Builds and maintains relationships in the real estate community, which includes but is not limited to realtors, attorneys, abstractors, and insurance companies
* Delivers initial application and initial disclosures to borrowers if necessary.
* Fields and returns calls from the mortgage group phone line and fields and returns phone calls/emails from borrowers regarding their loan
* Schedules initial appointments and schedules closings with members and all other involved parties
* Orders appraisal, flood determination, credit report, pre-closure credit report, verification of deposit, verification of employment, verification of mortgage or rents and other documents necessary to support the loan application and ensure complete documentation of the loan file
* Orders the necessary title work through abstract/title companies and attorney's office.
* This would include but is not limited to (abstract update, 900/901 searches, buyer's searches and day of closing searches).
* Reviews and verifies title work is clear to close and works with all parties involved to clear title objections
* Collects and verifies completeness of requested credit documents.
* Processes documents by correctly entering information into on-line computer system and scans original documents into loan software

What Does A Loan Assistant Do At Global Channel Management, Inc.

Customer Experience Branch Support Actively markets and sells all branch products and services to individuals and merchants Personal Loan Specialist needs 1 year loan/office experience Personal Loan Specialis

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How To Become A Loan Assistant

A high school diploma or equivalent is typically required for most financial clerk jobs. These workers usually learn their duties through on-the-job training.


Financial clerks typically need a high school diploma or equivalent to enter the occupation. Employers of brokerage clerks may prefer candidates who have taken some college courses in business or economics and, in some cases, require a 2- or 4-year college degree.


Most financial clerks learn how to do their job duties through on-the-job training. Some formal technical training also may be necessary; for example, gaming cage workers may need training in specific gaming regulations and procedures.


Financial clerks can advance to related occupations in finance. For example, a loan interviewer or clerk can become a loan officer, and a brokerage clerk can become a securities, commodities, or financial services sales agent, after obtaining the required education and license.

Important Qualities

Communication skills. Financial clerks should have good communication skills so that they can explain policies and procedures to colleagues and customers.

Math skills. The job duties of financial clerks, including calculating charges and checking credit scores, require basic math skills.

Organizational skills. Strong organizational skills are important for financial clerks because they must be able to find files quickly and efficiently.

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Loan Assistant jobs

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Loan Assistant Career Paths

Loan Assistant
Loan Processor Office Manager
Account Manager
5 Yearsyrs
Mortgage Loan Processor Office Manager Accounts Payable Clerk
Accounts Payable Manager
7 Yearsyrs
Accounts Payable Clerk Accounts Receivable Specialist
Accounts Receivable Manager
6 Yearsyrs
Mortgage Loan Processor Loan Officer Office Manager
Administrative Manager
6 Yearsyrs
Loan Specialist Specialist Property Manager
Asset Manager
7 Yearsyrs
Loan Processor Loan Officer
Branch Manager
6 Yearsyrs
Branch Manager District Manager Loan Officer
Branch Manager/Loan Officer
5 Yearsyrs
Specialist Operation Supervisor Assistant Branch Manager
Branch Operations Manager
6 Yearsyrs
Loan Officer Account Executive Office Manager
Business Office Manager
8 Yearsyrs
Credit Analyst Mortgage Loan Processor Senior Loan Processor
Client Relations Manager
6 Yearsyrs
Loan Coordinator Service Specialist Credit Analyst
Credit Manager
5 Yearsyrs
Loan Specialist Underwriter Assistant Vice President
Credit Officer
5 Yearsyrs
Accounting Clerk Legal Assistant Assistant Office Manager
Executive Assistant/Office Manager
6 Yearsyrs
Loan Officer Branch Manager Account Executive
Office Manager
5 Yearsyrs
Accounts Payable Clerk Payroll Specialist
Payroll Manager
7 Yearsyrs
Specialist Account Manager Realtor
Property Management Specialist
6 Yearsyrs
Senior Loan Processor Service Specialist Personal Banker
Relationship Manager
6 Yearsyrs
Branch Manager Finance Manager Chief Finance Officer
Senior Executive Assistant
7 Yearsyrs
Loan Coordinator Mortgage Loan Processor
Senior Loan Processor
6 Yearsyrs
Senior Loan Processor Underwriter Senior Underwriter
Underwriting Manager
8 Yearsyrs
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Loan Assistant Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • Mandarin

  • Korean

  • Portuguese

  • Chinese

  • German

  • Cantonese

  • Italian

  • Russian

  • Hebrew

  • Vietnamese

  • Greek

  • Japanese

  • Filipino

  • Afar

  • Albanian

  • Serbian

  • Armenian

  • Shan

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Loan Assistant

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Loan Assistant Education

Loan Assistant

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Top Skills for A Loan Assistant


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Top Loan Assistant Skills

  1. Loan Officers
  2. Loan Documents
  3. Loan Applications
You can check out examples of real life uses of top skills on resumes here:
  • Worked directly with loan officers to ensure data integrity.
  • Ordered and reviewed commercial and agricultural loan documents for loan officers.
  • Submitted loan applications to the underwriter for verification and recommendations.
  • Provided above average internal and external customer service to provide assistance for inqiuries regarding loan and demand deposit accounts.
  • Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.

Top Loan Assistant Employers

Loan Assistant Videos

A Career in Banking - Lending Services Officer ANZ (JTJS62011)

Life of a Mortgage Loan Officer

loan officer and processor conversation