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Loans Assistant Jobs in Indiana (NOW HIRING)

Citizens Bank

Loan Servicing Specialist

Mooresville, IN · On-site

Assist in developing and updating procedures.Reviewing loan approvals to ensure and monitor the closed loan files meet the approval in all requirements.Scanning, indexing, and uploading documents to ...

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 ...

Longview-Bank

Mortgage Loan Officer

Covington, IN · On-site

$55K - $84K/yr

Support a positive and team-oriented work environment. * Assist with addressing customer concerns beyond front-line staff capabilities. * Oversee administration of loans you originate. * Prepare ...

New

First Financial Bank NA

Mortgage Loan Processor

Evansville, IN · On-site

$34K - $47K/yr

Perform basic financial calculations and assist in evaluating loan applications against guidelines. * Ensure compliance: Follow underwriting standards, regulatory requirements, and internal policies ...

First Financial Bank NA

Mortgage Loan Processor

Carmel, IN · On-site

$37K - $52K/yr

Perform basic financial calculations and assist in evaluating loan applications against guidelines. * Ensure compliance: Follow underwriting standards, regulatory requirements, and internal policies ...

First Financial Bank NA

Mortgage Loan Processor

Fort Wayne, IN · On-site

$39K - $54K/yr

Perform basic financial calculations and assist in evaluating loan applications against guidelines. * Ensure compliance: Follow underwriting standards, regulatory requirements, and internal policies ...

Longview-Bank

Ag/Commercial Loan Officer

Covington, IN · On-site

$55K - $84K/yr

Support a positive and team-oriented work environment. * Assist with addressing customer concerns beyond front-line staff capabilities. * Oversee administration of loans you originate. * Prepare ...

New

Hilltop Holdings

Loan Originator NE

Indianapolis, IN · On-site

Presents terms and conditions of loans with customers. * Stays abreast of trends and developments ... May supervise and direct the activities of other loan officer(s), loan officer assistant(s), or ...

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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.

Loan Servicing Specialist

Mooresville, IN • On-site

Citizens Bank
See more jobs at Citizens Bankexternal

Full-time

Posted 24 days ago

Job description

Summary of Job Responsibilities:
Under general supervision, Responsible for performing all duties associated with servicing the Bank's Mortgage and Consumer lending portfolio. Provide superior customer service to the Bank's customers, lending personnel, and branches. Maintain a comprehensive knowledge of loan products and state and federal regulations.
Essential Duties:
  • Various functions related to loan payoffs including, but not limited to: process and apply payoffs received via mail and wire transfer daily, preparing paid in full letters, process overage checks, clear escrow accounts, pull titles, and process mortgage releases.
  • Handle various Consumer CRM cases pertaining but not limited to: pulling titles for same day payoffs, research and resolve issues related to title delivery discrepancies, and preparing lien releases.
  • Research and resolve servicing issues in support of lending officers and customers within scope of authority and expertise by any means including CCC transfers, phone, mail, CRM cases, and in person requests.
  • Ensure compliance with state and federal regulations, Bank policy and department procedures.
  • Assist in developing and updating procedures.
  • Reviewing loan approvals to ensure and monitor the closed loan files meet the approval in all requirements.
  • Scanning, indexing, and uploading documents to imaging system.
  • Assist with audit prep
  • Meet deadlines with an appropriate sense of urgency.
  • Identify and communicate servicing issues and trends.
  • Maintain customer confidentiality and confidence while performing servicing functions and conversations.
  • Responsible for ensuring that the Bank's internal and external customers receive an adequate level of service and ensures all questions or concerns have been addressed.
  • Strictly adheres to Bank Secrecy Act requirements, applies organizational policies and procedures in all activities.
  • Adheres to all regulatory laws and adheres to compliance policies and regulations.
  • Completes assigned regulatory compliance training courses.
  • Will back up for Consumer, Mortgage, and Escrow Loan Servicing Specialist as needed.
  • Other duties as assigned.

Other Essential Duties:
  1. Responsible for special projects and/or duties relating to departmental functions as assigned by the senior loan officer.
  2. Works directly with the VP Mortgage, Consumer and Compliance Department in assuring the Bank is up to date with all changes. This may require policy or procedure changes.

Skills and Abilities Required:
  1. Ability to work independently in a multi-tasking environment while meeting critical deadlines
  2. Proven ability to solve complex issues, and complete assigned tasks with minimal supervision
  3. Strong interpersonal communication with a focus on providing excellent customer service
  4. Must have excellent organizational skills; be detail-oriented, accurate and self-motivated.

Minimum Level of Preparation and Training Required:
  1. Minimum of two years' experience in banking related industry
  2. Minimum of two years' customer service experience preferred
  3. Minimum of two years' experience in loan processing preferred
  4. Knowledge of consumer and mortgage loan documentation preferred
  5. Strong knowledge of the various types of financial instruments specific to the repayment of debt preferred.

Working Conditions:
  1. Generally good. Some exposure to adverse conditions when making business development calls.
  2. Exposed to potentially hazardous conditions (i.e. robbery/hostage). Receives detailed instructions concerning procedures to be followed during a robbery/hostage situation.

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