Loan Specialist Job at Phaxis, Los Angeles, CA

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  • Phaxis
  • Los Angeles, CA

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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