Loan Analyst
Core
Process loan applications, collect documents, and prepare loans for underwriting decisions while serving as the primary point of contact for customers and third parties.
Role type
Loan Analyst (Operations)
Builds
Residential real estate loans for REIs
Domain
Fintech / Mortgage Lending
Required skills
Loan analysis, document collection, customer communication, credit policy review, data analysis, problem definition
Preferred skills
Microsoft Excel/Google Suite, cross-functional collaboration, process improvement
Responsibilities
Analyze loan applications and collect essential documents; Review documents against credit policy to prepare for underwriting; Serve as primary point of contact for customers and third parties; Meet daily and monthly quotas for application reviews; Identify roadblocks and collaborate with sales/operations teams; Contribute to cross-functional projects like testing new systems or training new hires.