Loan Operations Analyst - Entry Level

About the role

The Loan Operations Analyst helps handle the full lifecycle of loan products from start to finish. The position makes sure loan transactions are carried out accurately and on schedule while staying in line with internal policies and regulatory rules.

Requirements

• A bachelor's degree in Finance, Accounting, Business Administration, or a comparable discipline

• Careful attention to detail and precision when entering data and handling documents

• Skilled in Microsoft Excel and common office software

• Strong abilities in staying organized and managing time

• Capable of contributing well within a team-based setting

• Solid skills in both written and spoken communication

Responsibilities

1. 1

   Carry out and service loan transactions such as draws, payments, payoffs, and modifications

2. 2

   Check and confirm loan paperwork for correctness and completeness

3. 3

   Balance loan accounts and address any mismatches promptly

4. 4

   Keep precise records in loan management systems

5. 5

   Help with reporting and data integrity reviews for portfolio management

6. 6

   Assist internal and external audit requests by providing documentation and analysis