- Review and process incoming loan applications and supporting documentation for completeness and accuracy
- Perform initial intake assessment of borrower information and financial data
- Verify and organize documents submitted through CRM or document management systems
- Enter, update, and maintain accurate records in internal systems and spreadsheets
- Use Microsoft Excel to track, analyze, and validate application data
- Communicate with internal teams to clarify missing or inconsistent application details
- Coordinate with cross-functional departments (credit, underwriting, operations) to support loan processing workflow
- Ensure timely handling of applications while meeting strict deadlines and SLA requirements
- Identify discrepancies, errors, or missing information and escalate when necessary
Microsoft ExcelMicrosoft OfficeData entry+2 more