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Loan Assistant

Loan Assistant

ConfidentialNashik
30+ days ago
Job description

Description

The Loan Assistant plays a crucial role in supporting loan officers by assisting in the processing of loan applications and providing excellent customer service to clients. This entry-level position is ideal for freshers looking to start their career in the financial services industry.

Responsibilities

  • Assist loan officers in processing loan applications
  • Gather and verify financial and personal information from applicants
  • Prepare loan documents and ensure all required documentation is complete
  • Maintain and update customer records in the loan management system
  • Communicate with customers regarding their loan status and any additional information required
  • Assist in the evaluation of loan applications and make recommendations
  • Provide excellent customer service and support throughout the loan process

Skills and Qualifications

  • Strong understanding of financial products and services
  • Excellent verbal and written communication skills
  • Detail-oriented with strong organizational skills
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
  • Ability to work in a fast-paced environment and manage multiple tasks
  • Basic knowledge of credit analysis and risk assessment
  • Strong interpersonal skills to interact with clients and team members effectively
  • Skills Required

    Loan Processing, Data Entry, Customer Service, Financial Analysis, Documentation Management, Regulatory Compliance, credit assessment, Microsoft Excel, Attention To Detail, Time Management

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