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Loans Assistant Jobs in Indiana (NOW HIRING)

Mmbba

Mortgage Loan Originator

Evansville, IN · On-site

... loans. * Understand and apply all federal rules and regulations associated with mortgage lending. * Develop and maintain working relationships with realtors. * Attend purchase loan closings. * Assist ...

Centier

Loan Originator

Greenwood, IN · On-site

$12.28/hr

... mortgage loans, developing banking relationships, and cross-selling services. (Outside Loan ... training to assist in growing in career. What is needed to be successful in this position:

Centier

Loan Originator

Carmel, IN · On-site

$12.28/hr

... mortgage loans, developing banking relationships, and cross-selling services. (Outside Loan ... training to assist in growing in career. What is needed to be successful in this position:

Centier Bank

Loan Originator

Carmel, IN · On-site

$12.28/hr

... mortgage loans, developing banking relationships, and cross-selling services. (Outside Loan ... training to assist in growing in career. What is needed to be successful in this position:

Centier

Loan Originator

South Bend, IN · On-site

$12.28/hr

... mortgage loans, developing banking relationships, and cross-selling services. (Outside Loan ... training to assist in growing in career. What is needed to be successful in this position:

Centier

Loan Originator

Fort Wayne, IN · On-site

$12.28/hr

... mortgage loans, developing banking relationships, and cross-selling services. (Outside Loan ... training to assist in growing in career. What is needed to be successful in this position:

Citizens Bank

Mortgage Loan Originator

Avon, IN · On-site

Most of the time will be spent originating mortgage loans, interviewing borrowers, explaining the ... Will assist mortgage loan processor with answers to questions or guidance pertaining to mortgage ...

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Loans Assistant information

What does a loans assistant do?

A Loans Assistant supports the loan application process at financial institutions like banks or credit unions. Their responsibilities typically include assisting customers with loan paperwork, verifying financial documents, inputting data into loan systems, and responding to customer inquiries. They work closely with loan officers to ensure applications are complete and processed efficiently. Loans Assistants also help maintain accurate records and may perform basic administrative tasks related to lending operations.

What are the key skills and qualifications needed to thrive as a loans assistant, and why are they important?

To thrive as a Loans Assistant, you need strong attention to detail, basic financial acumen, and at least a high school diploma or equivalent, with some employers preferring relevant experience or coursework. Familiarity with loan processing software, CRM systems, and Microsoft Office Suite is commonly required. Excellent organizational skills, customer service orientation, and effective communication are crucial soft skills in this role. These competencies enable accurate loan processing, regulatory compliance, and positive client interactions, all of which are vital for a successful lending operation.

How does a loans assistant typically collaborate with loan officers and other departments throughout the loan process?

As a Loans Assistant, you will work closely with loan officers, underwriters, and customer service teams to ensure loan applications are processed smoothly and efficiently. Your daily tasks may involve gathering and verifying applicant documentation, updating loan files, and communicating with both clients and internal stakeholders to clarify requirements or resolve issues. Collaboration is key, as you often serve as a liaison between clients and loan officers, helping to facilitate timely approvals and accurate record-keeping. This teamwork-oriented environment can help you develop strong communication and organizational skills while providing insight into the broader lending process.

What is the difference between Loans Assistant vs Loan Officer?

AspectLoans AssistantLoan Officer
CredentialsHigh school diploma or equivalent; some roles may require banking certificationsHigher education often required; certifications like NMLS may be preferred
Work EnvironmentBank branches, loan processing centersClient meetings, bank branches, remote work
Employer & IndustryBanks, credit unions, mortgage companiesFinancial institutions, mortgage lenders, banks
Primary ResponsibilitiesAssist in processing loan applications, gather documents, support loan officersEvaluate loan applications, approve or deny loans, advise clients

While both roles support the loan process, a Loans Assistant primarily handles administrative tasks and supports loan officers, whereas a Loan Officer actively evaluates and approves loan applications, often engaging directly with clients.

Is loan processing a stressful job?

Loan processing is a detail-oriented role that can involve managing tight deadlines and verifying extensive documentation, which may contribute to stress levels. The job requires strong organizational skills and attention to accuracy, but stress varies depending on workload and workplace environment.

What cities in Indiana are hiring for Loans Assistant jobs?

Cities in Indiana with the most Loans Assistant job openings:

Loans Assistant jobs near you
Infographic showing various Loans Assistant job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 2% Hybrid, and 1% Remote job distribution.

Commercial Banking Administrative Assistant

Richmond, IN • On-site

Richmond Mutual Bancorporation, Inc.
See more jobs at Richmond Mutual Bancorporation, Inc.external

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

The Commercial Banking Administrative Assistant position provides assistance to Senior Commercial Banking Officers (Sr. CBO's) in the lending process with prospective and existing commercial loan clients. They will assist in the loan underwriting process and the entire loan process from origination to closing. They will assist in coordinating loan closings with borrowers, attorneys and title companies as needed. They will follow-up as needed for ongoing financial information, collateral reporting, borrowing base certificates, construction draw requests and payment collection activities. The Assistant will be required to have strong customer relations skills.
Requirements
Job Responsibilities
1. They will have direct contact with clients to gather financial information, legal documentation for underwriting, prepare New Loan Request Worksheets, prepare Appraisal Request forms and other documents needed to deliver to Credit Analysts. (25%)
2. Assist in the preparation of Term Sheet proposals and other correspondence for clients and prospects with the direction of Sr. CBO's. (15%)
3. Communicate with existing and prospective clients to maintain strong relationships. Manage and monitor on-going financial reporting, audit requests, documentation needed for participant banks, assist in hazard/flood insurance requirements and construction monitoring activities. Answer incoming calls and assist clients with loan issues. Review, track and follow up with customers for exceptions and ticklers within the loan process. (35%)
4. Assist the Sr. CBO's in review and preparing the Loan Closing Checklist to prepare for loan closings. Coordinate required documents needed for closing with borrowers, attorneys and title companies. (20%)
5. Assist Sr. CBO's in the application and processing of SBA 7A and SBA 504 loans. (5%)
6. Other Duties as Assigned.

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