Clerical Assistant

Description

We are looking for a highly organized and detail-oriented professional to join our team as a Loan Documentation & Administrative Specialist. This role supports the preparation, processing, and compliance review of loan documentation across consumer, business, and commercial portfolios. The position involves managing customer communications primarily via email, coordinating document signatures through DocuSign, and ensuring all documentation meets regulatory and internal standards.

Key responsibilities include:

Preparing and reviewing loan documents for accuracy and compliance

Managing the DocuSign process for customer signatures

Handling administrative tasks such as emailing, filing, outbound mail, and occasional phone support

Responding to customer inquiries via email

Collaborating with branch personnel to resolve documentation issues

Staying current with departmental procedures and regulatory changes

Supporting onboarding and booking of new loans

Additional Skills & Qualifications

Required:

High school diploma or GED with at least 2 years of loan processing/review experience

-OR- Associate’s degree with 1 year of relevant experience

-OR- Bachelor’s degree in a related field

Experience with various loan types: retail, business, commercial real estate, and non-real estate

Ability to work in a fast-paced, deadline-driven environment

Strong problem-solving and critical thinking skills