Loan/Accounting Data Processor (Contract only)
Prestigious bank in Manhattan is looking for a sharp person to join their team. This is a 6 month contract, you will act as a liaison between potential clients and our growing financial institution, researching credit records, and preparing loan package documentation.
- Collect and prepare all necessary documentation for the loan package.
- Research applicant credit status and current financial position.
- Prepare and maintain all paperwork for existing and new loans, including loan disclosures.
- Create repayment plans.
- Complete loan contracts and ensure clients are kept informed of the rules and requirements.
- Work with clients to establish their needs and recommend suitable types of loans.
- Ensure you comply with the established regulations and law requirements.
- Follow-up with clients to verify important information
- Must have banking experience
- Must have exceptional excel skills (VLookUps)
- Strong data analytical and accounting skills
- Bachelors degree in Accounting or related field