Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Loan Assistant

cen.ai

Senior Loan AssistantThe Senior Loan Assistant assists Loan officers and designated personnel with gathering information and loan documentation for credit analysis, underwriting, closings, and maintenance of commercial loan portfolios, client information, and loan files.Essential duties and responsibilities include:Working with Loan officers, customers and others to obtain required information and documentation necessary to properly analyze commercial credit requests.Working closely with the Loan Operations Staff to insure efficient, thorough and accurate preparation of loan documentation.Assisting Loan Officers with the data entry into various spreadsheets, analytical software and bank data systems.May prepare lien perfection documents, loan exhibits and other forms and ancillary loan documents and proofreads all loan documents for accuracy.Coordinates loan closings with loan processing and clients and checks documents for proper signatures, authorities, dates, and verifies accuracy of closing statements.Prepares and maintains credit files for assigned areas.Assisting in the preparation and proper documentation of draw requests.Answering phone and written inquiries concerning loan processing, servicing and information or file maintenance.Assisting in the timely obtaining of all tracked/required information required from clients and regularly reviews document exception reports to insure timely elimination of items.The ability to work in a constant state of alertness and in a safe manner.Perform any other related duties as required or assigned.Completes required BSA/AML training and other compliance training as assigned.Responsibilities for work of others: No supervision.Qualifications:To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.Education and experience: Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, 4 years related experience and/or training, and 7 - 11 months related management experience.Communication skills: Ability to read, analyze, and understand general business/company related articles and professional journals; Ability to speak effectively before groups of customers or employees.Mathematical skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.Critical thinking skills: Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, or diagram formats.Required certificates, licenses, registrations: Not indicated.Preferred certificates, licenses, registrations: Not indicated.Software skills required:Basic: 10-Key, Accounting, Alphanumeric Data EntryIntermediate: Presentation/PowerPointAdvanced: Word Processing/Typing, SpreadsheetWorking conditions:Somewhat disagreeable working conditions. Exposed to any number of elements noted in Degree 2, with one or two elements present continuously. May involve some travel and/or work is at times, in the evening or during the night hours.Environmental conditions:The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Physical activities:The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.Semi-repetitive, low physical. Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.While performing the functions of this job, the employee is regularly required to stand, walk, reach with hands and arms; continuously required to sit, use hands to finger, handle, or feel, talk or hear; occasionally climb or balance. The employee must regularly lift and/or move up to 10 pounds; occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include color vision.Additional information: Not indicated.QualificationsEducation: Preferred Bachelors or better.Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Loan Assistant in West Palm Beach, FL vacancy
  •  ...Description Our mortgage team is growing and we're seeking an experienced senior loan processor to join our group of lending professionals. The ideal candidate will have several years of experience as a loan processor, excellent time management and customer service... 
    Senior

    Northpointe Bank

    West Palm Beach, FL
    1 day ago
  • $60k - $100k

    A reputable mortgage firm in West Palm Beach is seeking an experienced Senior Loan Processor. Responsibilities include facilitating timely loan closings, verifying loan documentation, and ensuring compliance with lending guidelines. The ideal candidate will possess a bachelor... 
    Senior

    WizeHire, Inc

    West Palm Beach, FL
    4 days ago
  • $60k - $100k

     ...Our mortgage team is growing and we’re seeking an experienced senior loan processor to join our group of lending professionals. The ideal...  ...and reports as needed for residential home loans, and assist underwriters in clearing conditions as requested Qualifications... 
    Senior

    National Mortgage Team

    West Palm Beach, FL
    1 day ago
  • $18 per hour

     ...Senior Retail Stocking Associate | Harbor Freight ToolsA Senior Retail Stocking Associate (full-time) is a valued member of a high performing team who is empowered & equipped to do their job. You will know why your work matters and be able to take pride in what you do... 
    Senior
    Hourly pay
    Full time
    Temporary work
    Shift work
    Weekend work
    Afternoon shift

    Harbor Freight Tools

    West Palm Beach, FL
    23 hours ago
  • $97.39k

     ...state and federal civil and criminal courts, from trial courts to the Supreme Court of the United States. Position Summary: This Senior Assistant Attorney General position is in the Office of the Attorney General within the General Civil Litigation Unit in West Palm Beach... 
    Senior
    Work at office
    Monday to Friday
    Flexible hours

    State of Florida

    West Palm Beach, FL
    3 days ago
  • $81.9k - $126.96k

     ...unable to use this online application and need an alternative method to apply, please contact ****@*****.*** for assistance. Export Control Regulations For positions requiring access to controlled technology subject to export control regulations,... 
    Senior
    Work at office
    Remote work
    Flexible hours

    ServiceNow

    West Palm Beach, FL
    16 hours ago
  •  ...Job Description Job Description We’re searching for a detail-oriented mortgage loan officer assistant. This position will play a vital part in communicating with referral partners, current and past clients, real estate agents, lenders, and underwriters to nurture... 

    Parada Mortgage LLC

    Palm Beach, FL
    15 days ago
  •  ...New Edge Associates a Talent Acquisition Firm in Florida seeks a senior relationship manager to serve real estate investors, developers,...  ...through closing and ongoing portfolio management. You will lead loan origination, underwriting, risk management, and cross-functional... 
    Senior

    New Edge Associates a Talent Acquisition Firm

    West Palm Beach, FL
    3 days ago
  •  ...upcoming law‑school graduates (December 2026 and May 2027) for assistant public defender positions for spring and summer 2027. We also accept...  ...benefits are included. Opportunity to qualify for student‑loan and housing‑cost relief. Benefits Approximately 13 annual holidays... 
    Permanent employment
    Full time
    Summer work
    Internship
    Work at office

    Palm Beach County

    West Palm Beach, FL
    2 days ago
  •  ...Senior Real Estate Associate AttorneyA prestigious and highly respected law firm is seeking a Senior Real Estate Associate Attorney to...  ...transactional documents, including purchase and sale agreements, loan documents, leases, and ancillary agreements.Advise clients on strategic... 
    Senior

    Capstone Search Partners

    West Palm Beach, FL
    4 days ago
  •  ...Seacoast Bank is seeking a Mortgage Underwriter responsible for independently assessing conventional and government residential loan applications. You will evaluate credit risk, ensure compliance with agency and investor guidelines, and support efficient borrower experiences... 
    Senior

    Seacoast Bank

    West Palm Beach, FL
    4 days ago
  • Metropolitan Commercial Bank seeks a Senior Relationship Manager, CRE for West Palm Beach, FL to originate and oversee commercial real estate loans. You will underwrite, structure, and close loans while managing an existing portfolio, ensuring covenant compliance and exceptional... 
    Senior

    Metropolitan-Commercial-Bank

    West Palm Beach, FL
    3 days ago
  •  ...proactively resolve guest concerns while sticking to company policy. You're a team player - teamwork! You're always willing to assist your team in getting the job done. You've got integrity! You do the right thing and you always adhere to AEO's policies & procedures... 
    Senior
    Full time
    Part time
    Seasonal work
    Local area
    Flexible hours
    Shift work
    Weekend work
    Afternoon shift

    American Eagle Outfitters

    West Palm Beach, FL
    21 hours ago
  • JPMorgan Chase in Florida seeks a Senior Home Lending Advisor to guide clients through the home loan process and deliver exceptional customer service. You will coordinate with branch teams and bankers to expand mortgage originations while ensuring adherence to regulatory... 
    Senior

    JPMorganChase

    West Palm Beach, FL
    2 days ago
  • Jobot in Florida is seeking a Senior Mortgage Underwriter. You will underwrite Conventional, FHA, and VA loans and work with branch partners to review complex files. The role is primarily remote with occasional onsite meetings to support collaboration. Ideal candidates... 
    Senior
    Remote job

    Jobot

    West Palm Beach, FL
    3 days ago
  • Northmarq in West Palm Beach is seeking a Senior Investment Analyst to support the Production Debt + Equity team. You will underwrite CRE deals, package loan requests, perform due diligence, and assist with closing while maintaining strong client service and timely communication... 
    Senior
    Work at office
    Immediate start

    CRE Finance Council

    West Palm Beach, FL
    3 days ago
  • $90k - $105k

     ...QM Underwriters to support the growth of their Correspondent Lending business. The role involves reviewing and underwriting mortgage loans, ensuring compliance with guidelines. Ideal candidates will have a minimum of three years of experience underwriting non-QM loans... 
    Senior

    Onity Group

    West Palm Beach, FL
    4 days ago
  •  ...delivering customized financial solutions across financing, cash management, and advisory services. You will originate and monitor loans, grow the portfolio, and collaborate with internal partners to meet client needs while maintaining strong credit discipline and superior... 
    Senior

    Td Wealth Management

    West Palm Beach, FL
    3 days ago
  • JPMorgan Chase & Co. is seeking a Senior Home Lending Advisor in Chase Home Lending to serve as the primary contact for customers throughout the loan lifecycle. You will leverage regulatory knowledge and marketing initiatives to promote home lending products while ensuring... 
    Senior

    JPMorganChase

    West Palm Beach, FL
    2 days ago
  • $5,000 per month

    Why You Should Work With Us: As a Sinceri Senior Living company, we are a fun loving, employee-centric community like no other! Maybe that...  ...process? Come visit us and our staff will be happy to assist you! Sinceri Senior living is proud to be an Equal Employment Opportunity... 
    Senior
    Work at office
    Flexible hours

    Senior living

    Boynton Beach, FL
    5 days ago
  •  ...Commercial Bank is seeking an experienced Commercial Lender to develop high-quality C&I borrowing relationships and manage an existing loan portfolio. The role involves underwriting, structuring, and closing loans while maintaining credit quality. A four-day in-office... 
    Senior
    Work at office
    Remote work

    Metropolitan Commercial Bank

    West Palm Beach, FL
    2 days ago
  •  ...recently expanding to Florida, seeks an accomplished Commercial Lending professional to develop and manage a portfolio of high-quality C&I loans. You will originate new business, underwrite transactions, structure deals, and close loans while maintaining strong client... 
    Senior
    Remote job

    Metropolitan-Commercial-Bank

    West Palm Beach, FL
    1 day ago
  • $15 - $16 per hour

     ...Shift Leader) position Follow the Career Path and apply for an Assistant Manager position which includes a 6-month training program to...  ...with customers in person and on the phone Processing sales, loans, and extensions Performing opening and closing store duties... 
    Traineeship
    Immediate start
    Shift work

    EZCORP

    West Palm Beach, FL
    1 day ago
  •  ...expert product knowledge, they utilize proper selling techniques to assist customers throughout every step of the transaction process,...  ...development courses, tuition reimbursement, $100 monthly student loan support and various mentorship programs - that encourage our associates... 
    Hourly pay
    Temporary work
    Part time
    Seasonal work
    Flexible hours

    New Balance

    Palm Beach, FL
    2 days ago
  •  ...Administrative AssistantKimley-Horn is looking for an Administrative Assistant to join our team in West Palm Beach, FL! This is not a remote...  ...holidays, and half-day Fridays.Financial Wellness: Student loan matching in our 401(k), and performance-based bonuses.Professional... 
    Flexible hours

    Kimley-Horn

    West Palm Beach, FL
    4 days ago
  • $16 - $21 per hour

     ...eligible participant contributions to the plan, qualified student loan repayments, or a combination of both Sales recognition programs...  ...off for the birthing parent) Up to $8K per year in tuition assistance Discounts up to 50% off on Verizon products and services Additional... 
    Hourly pay
    Full time
    Temporary work
    Work experience placement
    Summer work
    Immediate start
    Shift work
    Weekend work
    Afternoon shift

    Verizon

    West Palm Beach, FL
    1 day ago
  • TAPCO Credit Union seeks a Member Service Representative in Boynton Beach to enhance the member experience through exceptional service and relationship building. Responsibilities include managing transactions, mentoring team members, and supporting community engagement....
    Senior

    TAPCO Credit Union

    Boynton Beach, FL
    1 day ago
  •  ...future generations. Position Summary: The Assistant Registrar is an essential member of the...  ...Curatorial Department, reporting directly to the Senior Registrar & Collections Manager (SRCM)....  ...of the Norton Museum’s collection and loans, which encompasses over 10,000 objects.... 
    Permanent employment
    Full time
    Contract work
    Temporary work
    Apprenticeship
    Work at office
    Local area
    Monday to Friday
    Flexible hours
    Shift work
    Weekday work

    Seregistrars

    West Palm Beach, FL
    4 days ago
  • $240.7k - $303.2k

     ...documents infrastructure that supports them. The Senior Director of Software Engineering will...  ...engineering practices — including AI‑assisted and agentic development workflows — to raise...  ...with underwriting/decisioning systems, loan origination or servicing pipelines, or... 
    Senior
    For contractors

    Ring Inc

    West Palm Beach, FL
    3 days ago
  • About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to...  ...SAFE team member. This position includes assisting customers without taking an application and...  ...in a LO position also must meet the Loan Originator requirements under Regulation... 
    Senior
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    Palm Beach, FL
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Loan Assistant. Be the first to apply!