Loan assistant vs loan services representative

Differences between loan assistant and loan services representative duties and responsibilities

Loan assistant example responsibilities.

• Keep the ATM balance and fill.
• General teller duties, responsible for balancing cash drawer, ATM, vault.
• Background in commercial real estate lending, A/R lending, SBA, construction loans, and consumer lending.
• Iprocess all NSF returns including and not limit to checks, ACH, chargebacks and all cash items.
• Request and work with all SBA offices for loan documents as needed for disputes or proof of debt request.
• Support streamlined document management for residential mortgage origination company.
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Loan services representative example responsibilities.

• Manage customer relations with internal personnel, group administrators, brokers and members as related to Medicare insurance.
• Track, compile, and send HUD and VA binders off to respective government agency.
• Approve final numbers on HUD closing contract, turn in final sign contract to lender for funding.
• Provide research support functions to management and sales representatives on check copies, ACH maintenance and speed-pay income.
• Complete address changes, respond to emails, opt out requests, return mail, ACH inquiries and enrollment.
• Provide internal and external customers with require foreclosure documents while meeting require deadlines.
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