Job Description

Job Summary:

Are you a recent college graduate eager to start your career in finance? We’re offering a contract-to-hire opportunity for an entry-level Loan Operations Assistant with the potential to grow into an Account Executive role. In this position, you’ll gain hands-on experience supporting both consumer and business loan processing, learning the ins and outs of financial documentation, client communication, and compliance.

Key Responsibilities:

Consumer Loan Support:

• Assist with reviewing and organizing loan applications for personal loans, auto loans, and lines of credit.
• Verify applicant information including income, employment, and credit history.
• Ensure all loan files are complete and meet regulatory and internal policy standards.
• Coordinate with underwriters and loan officers to help resolve documentation issues.
• Support the preparation of loan closing packages and fund disbursements.

Business Loan Support:

• Help process small business and commercial loan applications, including SBA loans, lines of credit, and equipment financing.
• Assist in reviewing financial statements, tax returns, and bank records.
• Verify collateral and ownership documentation.
• Organize loan packages and track post-closing requirements.
• Ensure documentation meets all compliance, underwriting, and audit standards.

What You’ll Gain:

• Exposure to both consumer and commercial lending processes.
• Mentorship from experienced financial professionals.
• The chance to grow into an Account Executive role with client-facing responsibilities and ownership over your own accounts.

Qualifications:

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Strong attention to detail and organizational skills.
• Clear and professional communication skills.
• Familiarity with Microsoft Office Suite; experience with any financial or CRM systems is a plus.
• Eagerness to learn, take initiative, and grow within a fast-paced financial environment.

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