Top 9 Loan assistant Jobs in Charlotte, Nc

Loan Assistant
South State Bank —Charlotte, NC
- Full-time
- Mid-level
- Office
- 3 years
- Paid time off
Administrative Assistant
Synchrony Pharmacy - Charlotte —Charlotte, NC
- From $20 an hour
- Full-time
- Office
- High school diploma or GED
- Travel
- Loan repayment program
- Health insurance
Administrative Assistant, Office of Academic Affairs
Queens University Of Charlotte —Charlotte, NC
- $22.76 an hour
- Weekends as needed
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
11d
Commercial Loan Assistant
ServisFirst Bank —Charlotte, NC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
Quick Apply
Mortgage Processing Manager - Reverse
Mutual of Omaha Mortgage —Charlotte, NC
- Full-time
- Remote
- Mid-level
- Organizational skills
- Leadership
- Paid holidays
- Health insurance
Quick Apply
11d
Mortgage Loan Officer Assistant
Acrisure Mortgage LLC —Charlotte, NC
- From $40,000 a year
- Full-time
- CRM software
- Background check
- Mid-level
- Wellness program
- Health savings account
Quick Apply
Loan Originator NE - Charlotte, NC
PrimeLending —Charlotte, NC
- Full-time
- Mid-level
- Office
- High school diploma or GED
Commercial Portfolio Manager
South State Bank —Charlotte, NC
- Full-time
- Microsoft Word
- Customer service
- Research
- On-the-job training
AVP, Business Development - East
Genesis Capital —Charlotte, NC
- Full-time
- Data analysis skills
- Mid-level
- Business development

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Shane Smith Law —Charlotte, NC
Valid driver's license and reliable personal vehicle required for daily post office trips (mileage reimbursed). Answer and direct incoming phone calls.
$15 an hour
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9d
Macro Desk - Administrative Assistant
U.S. Bank National Association —Charlotte, NC
Decision-making: The role requires teammates to make independent decisions on a daily basis, addressing the best way to handle specific activities.
$22.50 - $30.00 an hour

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UNION HOME MORTGAGE CORP —Dublin, OH
Responsible for managing communications, taking initial loan applications, support and guidance to customers throughout the loan process, and supporting the…
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Workforce Operations Assistant
Eckerd Connects —Columbus, OH
Must have appropriate and valid state driver's license and be able to meet requirements for Eckerd's Auto Insurance and be able to drive for business purposes.
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Loan Assistant

South State Bank -
Charlotte, NC

Apply Now

Job Details

Full-time

Benefits

Paid time off

Qualifications

Computer operation
Commercial banking expertise
Customer communication
High school diploma or GED
Desktop applications
Productivity software

Full Job Description

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.

We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!

SUMMARY/OBJECTIVES

The responsibility of a Loan Assistant II is to direct the timely processing and fulfillment of Commercial loans. Additional tasks may be assigned at the direction of the Market Leaders. As a Loan Assistant II, you will play a critical role with the deal team managing simple and semi complex commercial loans and basic to semi complex client relationships. You will be responsible for the accuracy and uniformity of all loan documents to minimize the risk of loss to the Bank. Additionally, you will assist with loan issue investigations and resolution.

This position requires a solid understanding of loan products and procedures, making it ideal for candidates with prior experience in loan processing and customer service within the commercial lending industry.

ESSENTIAL FUNCTIONS

PRIMARY RESPONSIBILITIES

Assist in tracking and management of the loan pipeline, loan maturities, the uninsured reports, and past dues reports , ensuring timely processing and adherence to deadlines.

Prioritize tasks effectively to meet processing goals and customer expectations.

Provide back-up support to other Loan Assistants to cover PTO requests, and absences.

Remain knowledgeable of all State and Federal lending and documentation regulations as well as Bank policies and guidelines ensuring compliance

Collect and organize all necessary documentation from borrowers, such as income verification, credit reports, and identification.

Input data into loan processing systems accurately and efficiently.

Order title searches, UCC searches, appraisals and flood certifications as needed.

Coordinate closings with lenders, attorneys, insurance agents and clients.

Initiate the disbursement of closing funds and issues loan proceeds via checks and/or wires.

Review closed and funded loans for document completion, ensure that loans are booked in a timely and accurate manner.

Contact settlement agents, register of deeds, and title insurance agencies to obtain post-purchase documentation, as necessary. Maintain a tickler system on any outstanding post-closing documentation (collateral and exception monitoring) and report on status during weekly meetings

Lender / Customer Support

Maintain clear and effective communication with an increased number of lenders (up to 2-3), and other stakeholders throughout the loan process.

Provide exceptional client service through offering assistance and responding to questions and requests for information

Notify clients of any issues or discrepancies that may arise and assist in resolving them.

Culture Champion

Advocate our culture by providing prompt, efficient, and exceptional customer service.

Build internal and external relationships with customers.

Demonstrate a commitment to the Company’s core values.

Strong work ethic, results driven, committed to meeting deadlines and achieving company and department goals.

Participate with community organizations and in community projects.

Actively participate in learning and development for continued personal and professional development.

Confidentiality and Compliance

Ensures confidentiality of all sensitive material and matters, directs documents to the appropriate parties, obtains approvals as necessary, and ensures deadlines are met.

Adhere to compliance, security and internal guidelines and requirements for position and applicable compliance and consumer protection regulations, preventing fraud and protecting customer assets.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

COMPETENCIES

SKILLS NECESSARY

Excellent time management, organizational skills, and attention to detail required.

Excellent communication, and interpersonal skills.

Excellent computer skills required, especially Microsoft Office.

Ability to prioritize tasks, think and work independently.

Ability to exercise good judgment to analyze and problem solve situations that arise.

Ability to exercise personal and professional responsibility and work with limited direction.

Qualifications, Education, and Certification Requirements

Education : A high school diploma or equivalent is required. Bachelor’s degree or additional course work in banking, finance or lending is an asset.

Experience :
3-4 years of experience in commercial lending documentation.

3-4 years of Loan Assistant I or comparable experience.

TRAINING REQUIREMENTS/CLASSES
Required annual compliance training, New Employee Orientation

PHYSICAL DEMANDS
Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.

WORK ENVIRONMENT
This position could be in a cubicle or private office environment that may be loud throughout the day. If applicable telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by use of cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology are delivered.

TRAVEL
Travel may be required to meet with lender and/or client meetings as needed. In addition, travel may be required to attend all hands meetings, career development, site visits, acquisition/merger support, etc.

Work Location: 110 East Boulevard Charlotte, North Carolina 28203

Equal Opportunity Employer, including disabled/veterans.

Apply Now

Refine Your Search

loan assistant jobs in charlotte, nc

Loan Assistant

Administrative Assistant

Administrative Assistant, Office of Academic Affairs

Commercial Loan Assistant

Mortgage Processing Manager - Reverse

Mortgage Loan Officer Assistant

Loan Originator NE - Charlotte, NC

Commercial Portfolio Manager

AVP, Business Development - East

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