
Administrative Specialist/Assistant
1 week ago
Overview
Loan Processing & Documentation role involving data entry, document verification, file maintenance, customer service, administrative support, and compliance with lending regulations.
Responsibilities- Data Entry: Accurately input loan application data into the company's database.
- Document Verification: Review and verify loan applications and supporting documents (e.g., income proofs, credit reports) for completeness and accuracy.
- File Maintenance: Organize and maintain loan files, ensuring proper documentation and confidentiality.
- Answering Inquiries: Respond to customer inquiries regarding loan applications, loan status, payment schedules, and other loan-related matters.
- Providing Information: Offer basic information about loan products, eligibility criteria, and interest rates.
- Resolving Issues: Assist in resolving customer complaints and issues related to loan processing and servicing.
- Scheduling & Appointments: Schedule loan appointments and meetings.
- Communication: Communicate with borrowers, lenders, and other relevant parties regarding loan applications and updates.
- Reporting: Prepare reports on loan application status, loan performance, and other relevant metrics.
- Ensure Compliance: Ensure adherence to all relevant lending regulations and company policies.
- Maintain Records: Maintain accurate records of all loan transactions and activities.
- Strong Organizational & Time Management Skills: Ability to prioritize tasks, meet deadlines, and manage multiple responsibilities effectively.
- Excellent Communication & Interpersonal Skills: Ability to communicate clearly and effectively with both internal and external stakeholders.
- Attention to Detail: Meticulous attention to detail is essential for accurate data entry and document verification.
- Proficiency in Computer Software: Strong proficiency in Microsoft Office Suite (Word, Excel) and loan processing software.
- Customer Service Orientation: A strong focus on providing excellent customer service and building positive relationships with borrowers.
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