Loan Clerk needs 1 year of experience in lending (servicing, booking, or both).

Loan clerk requires:

• Experience with consumer, commercial, or both types of loans.

• Proficiency in CRM systems and lending system knowledge.

• Familiarity with Microsoft Outlook and Office (Word and Excel).

• Ability to track GL entries and production metrics.

• Experience with Appian or similar workflow management tools.

• Commercial lending experience.

Banking

Loan clerk duties

•Review loan documents for accuracy and completeness.

•Ensure all parts of loan agreements are correctly entered into the system.

•Manage commercial loan renewals and modifications.

•Handle high volumes of loan booking tasks (80-90 per day).

•Track GL entries for loan bookings and fee collection