Job Description

We are currently seeking a Loan Assistant to join a reputable investment banking firm in the Beverly Hills area.

Key Responsibilities:

• Obtain and review required loan documentation for completeness and accuracy.
• Process less complex loan applications and order credit verifications and third-party services as needed.
• Track receipt of legal documents and verify loan files for accuracy.
• Follow up on missing documentation and ensure timely receipt.
• Set up and monitor loan and financial ticklers to ensure accuracy and timeliness of document receipt.
• Prepare compliance and accounting records and reports as required by management and regulatory agencies.
• Schedule and coordinate loan closings and clear disbursement of proceeds.
• Perform pre-closing/post-closing
• Assist customers with basic inquiries or problems related to loan processing.
• Prepare client communications on loan terms as needed.
• Maintain currency in loan processing policies and procedures.
• Review property and liability insurance to ensure compliance with bank policy.

Your Skills & Experience:

• 2+ years of experience in loan processing or related financial services role.
• Knowledge of loan documentation requirements, compliance regulations, and financial calculations.
• Strong attention to detail and ability to prioritize tasks effectively.
• Excellent communication and customer service skills.
• Proficiency in Microsoft Office Suite and loan servicing systems.
• Ability to work independently and collaboratively in a team environment.

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