REAL ESTATE LOAN ASSISTANT
On-site · Billings, Montana, United States
Job Summary
Loan Assistant for the Real Estate department handling loan documentation, tickler list management, loan file maintenance, and related clerical duties. Responsibilities include processing loan documentation for lenders, developing expertise in loan documentation and general credit skills, maintaining compliance files, coordinating with title and insurance companies, communicating professionally with customers and Realtors, managing loan-related mailings and lobby traffic, handling credits and disclosures, preparing notes and modifications, quoting payoffs, ordering appraisals and title work, pulling credit reports, delivering loan applications to Processing Center, and performing general clerical duties. Notary public duties, greeting customers, and ensuring timely, professional service are included. Typical schedule is Monday–Friday, 8:00 AM to 5:00 PM, with potential changes as needed.
Required Qualifications
- 2-year college level course of study in Business Administration and/or financial Institution or related field experience or equivalent training and/or experience.
- Excellent customer service skills.
- Strong communication and organizational skills.
- Must be able to work independently and to prioritize multiple tasks.
Desired Qualifications
- Previous loan processing experience/real estate processing experience
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