The Purpose of Your Role

The Loan Assistant role is an integral part of our lending team that takes incoming calls from our customers, works with walk in customers to address their needs, while also works hand in hand with our loan officers to ensure our borrowers have top notch customer service. 

We are looking for candidates who wish to gain financial expertise while growing professionally. Our Loan Assistants work with our borrowers to meet their needs, which includes a broad range of needs including answering questions about their account balances and taking payments, to guiding them to the appropriate resources. The goal remains consistent for all interactions: help customers feel more confident, make clearer decisions, and achieve their own dreams.

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