Administrative Loan Processing Assistant Real Estate

Our Client:

This client is a leading commercial mortgage brokerage firm with several locations throughout the US. The company is known for taking care of its employees with competitive compensation, an excellent benefits package, 401K, and a family first environment. This is a full-time, direct hire opportunity.

Who We’re Looking For:

You are an accomplished Administrative Assistant with a background in Commercial Real Estate and Finance. You are an extremely disciplined and organized self-starter who enjoys working in a fast-paced team environment. You have advanced Excel skills and have worked with formulas to manage financial information. Your PowerPoint skills are also well-developed, and you are great at gathering information to create the content and graphics to produce the material requested.

How You’ll Make an Impact:

Your superb interpersonal communication skills are used daily to interact with all levels of internal staff. You enjoy supporting senior level mortgage brokers and underwriters by helping them complete the required documentation to process loans with the bank. You have a strong sense of urgency and can change gears quickly when necessary. You excel at having a broad range of responsibilities.

What to Expect as an Administrative Loan Processing Assistant:

• Assist with the daily functions connected with loan processing
• Work closely with Senior Brokers & Underwriters to submit documents
• Generate various loan application forms/disclosures for borrowers
• Review commercial loan application files to verify that application data is complete and meets establishment standards
• Set up and organize documents for deals in proper format to be sent to lending institutions
• Manage financial information via Microsoft Excel. Must know how to use basic formulas
• Create and edit PowerPoint presentations
• Update and maintain spreadsheets and other electronic data repositories related to corporate organization

Qualifications for Success:

• Bachelor’s degree in related field a big plus, or equivalent combination of experience and education
• Minimum of 2 years’ experience working in a commercial mortgage brokerage firm
• Proficient in data entry and data management
• Advanced Excel, PowerPoint, Word, Outlook skills
• Ability to work under pressure and meet deadlines with minimal supervision
• Maintains the strict confidentiality of sensitive information
• Excellent verbal and written communication skills; ability to present clean, organized, and thorough information and data appropriate for the intended audience

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