Key Responsibilities:

  • Review initial loan approval and work with the borrower to gather appropriate documentation
  • Collect all required documentation for the loan package and work out potential borrower’s capacities
  • Submit complete files necessary for client review
  • Satisfy all conditions once the application has been received
  • Ensure that approval falls within the established lending guidelines
  • Communicate with other professionals, including bank personnel, attorneys,
  • Manage all client information to the system provided, including but not limited to uploading, encoding, etc.
  • General clerical task, such as converting emails and documents to PDFs, manages email accounts, audit files, merging of documents from Excel to Word document, sending emails and updating information into databases, properly files documents, updates various processes,
  • Other related-tasks that may be assigned by client
  • Enter in client details into our database, AFG, Flex, and AOL
  • Enter in applications from Broker Engine and
  • Generate documents
  • Lodge settlements
  • Fix minor settlement problems with contracts and client


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