Mid Level Loan Assistant Jobs
Mid level loan assistant jobs call for professionals ready to own loan files end to end, guide junior staff through processing questions, and resolve underwriting issues with minimal oversight. Roles are concentrated in Banking & Financial Services, Electronics & Hardware, and Fintech, with a mix of on-site, remote, and hybrid settings, and employers like Rocket, KeyBank, and Bank of Hope hiring at this level now.
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Overview
Responsible for all aspects of construction administration as required in the approved loan structure and related construction and non-construction disbursement procedures. Reviews all facets of construction contracts, budgets, initial project review reports, contractor approval, and initial project setup through voucher control. Monitors construction throughout the disbursement phase, including the processing of routine and complex loan draws for both construction and non-construction loans, balancing the budget, collecting additional funding sources when required, and interacting with general contractors, borrowers, and voucher control companies throughout the process, as required. Ensures that members, prospective members, and employees are promptly and professionally served. Performs other support functions as assigned. This position requires excellent verbal, written, and interpersonal communication skills and a general understanding of Credit Union policies and procedures. It requires a high level of knowledge of and proficiency in all aspects of construction lending, monitoring, and processing using Credit Union systems, as well as strong Word, Excel, and organizational skills. Flexibility, efficiency, professionalism, attention to detail, a proactive approach, and the ability to work well with others are vital to success in this position.
Responsibilities
* Duties and Responsibilities:
- Sets up or reviews the initial construction loan draw budget for individual loans as prescribed by the approved Credit Union credit memorandum and Credit Union policy.
- Reviews construction contracts and related documentation to ensure adherence to the approved Credit Union credit memorandum and Credit Union policy.
- Processes and monitors all varieties of construction and non-construction loan draws throughout the entire disbursement phase.
- Interacts with contractors, voucher control agents, and other vendors throughout the entire process.
- Ensures that the construction project remains lien-free and within allocated funding parameters. Oversees the request for additional funding sources as required throughout the loan funding process.
- Stays current on construction laws, guidelines, and industry changes, which vary by state.
- Maintains a listing of approved and declined general contractors.
- Reviews and maintains all lien and other correspondence via U.S. mail or email in an organized manner. At the end of the construction disbursement process, sends all properly organized documentation to the Credit Union’s document imaging department to be imaged.
- Assists in corresponding with the member at the direction of Loan Processors, Manager, and other department personnel as may be necessary.
- Is able to work under tight time deadlines and handle multiple tasks and loans at one time, with the ability to handle pressure without sacrificing quality.
- Assists the SBA Operations Manager with review and maintenance of voucher control companies as well as changes to department-related construction loan policies.
- Performs special projects and all other duties as directed by management.
- Assists and supports department personnel as needed.
- Addresses questions and problems promptly, courteously, and professionally.
- Attends and participates in meetings and/or training sessions as assigned.
- Ensures that lending operations are conducted in accordance with established Credit Union policies and are legally compliant.
- Assumes responsibility for establishing and maintaining effective and professional business relationships with members:
- Ensures that members’ requests, questions, and issues are promptly and courteously resolved.
- Ensures that the Credit Union’s quality and professional reputation are projected and maintained.
- Maintains frequent telephone and email contact with voucher control companies, contractors, other vendors, and members.
- Assumes responsibility for establishing and maintaining effective working relations with Credit Union personnel and management:
- Coordinates activities with other departments and facilitates effective communication as needed.
- Supports training assignments and functions as needed and assigned.
- Communicates all concerns and problems to management promptly and effectively.
Qualifications
* High school graduate or equivalent
* Coursework in general office skills
Required Knowledge
* Knowledge of Credit Union policies and procedures
* Knowledge of related computer applications including Laser Pro, InBranch, LoanPro, CSAir, Flex, Imaging, Word, Excel and other web applications
* Knowledge of SBA One and/or PCFS (creditwrx and loan manager) preferred.
Experience Required
* 3+ years of experience with SBA loan processing/closing.
* Working knowledge of SBA SOP’s.
* 3+ years of Document Preparation.
* Working knowledge of SBA SOP’s.
* New Accounts or teller experience preferred
* One year general office experience, preferably in financial environment
* Loan quality assurance or loan secretary experience helpful.
Skills/Abilities
* Strong word processing skills
* Professional appearance and attitude.
* Organized, Accurate and attentive to detail
* Excellent communication (verbal, written, listening), public relations and telephone skills
* Able to use PC and related applications, printer, phones and basic business equipment
* Self-driven, ability to work independently and as part of a team.
* Must be able to exercise discretion and good judgment
Overview
Responsible for all aspects of construction administration as required in the approved loan structure and related construction and non-construction disbursement procedures. Reviews all facets of construction contracts, budgets, initial project review reports, contractor approval, and initial project setup through voucher control. Monitors construction throughout the disbursement phase, including the processing of routine and complex loan draws for both construction and non-construction loans, balancing the budget, collecting additional funding sources when required, and interacting with general contractors, borrowers, and voucher control companies throughout the process, as required. Ensures that members, prospective members, and employees are promptly and professionally served. Performs other support functions as assigned. This position requires excellent verbal, written, and interpersonal communication skills and a general understanding of Credit Union policies and procedures. It requires a high level of knowledge of and proficiency in all aspects of construction lending, monitoring, and processing using Credit Union systems, as well as strong Word, Excel, and organizational skills. Flexibility, efficiency, professionalism, attention to detail, a proactive approach, and the ability to work well with others are vital to success in this position.
Responsibilities
* Duties and Responsibilities:
- Sets up or reviews the initial construction loan draw budget for individual loans as prescribed by the approved Credit Union credit memorandum and Credit Union policy.
- Reviews construction contracts and related documentation to ensure adherence to the approved Credit Union credit memorandum and Credit Union policy.
- Processes and monitors all varieties of construction and non-construction loan draws throughout the entire disbursement phase.
- Interacts with contractors, voucher control agents, and other vendors throughout the entire process.
- Ensures that the construction project remains lien-free and within allocated funding parameters. Oversees the request for additional funding sources as required throughout the loan funding process.
- Stays current on construction laws, guidelines, and industry changes, which vary by state.
- Maintains a listing of approved and declined general contractors.
- Reviews and maintains all lien and other correspondence via U.S. mail or email in an organized manner. At the end of the construction disbursement process, sends all properly organized documentation to the Credit Union’s document imaging department to be imaged.
- Assists in corresponding with the member at the direction of Loan Processors, Manager, and other department personnel as may be necessary.
- Is able to work under tight time deadlines and handle multiple tasks and loans at one time, with the ability to handle pressure without sacrificing quality.
- Assists the SBA Operations Manager with review and maintenance of voucher control companies as well as changes to department-related construction loan policies.
- Performs special projects and all other duties as directed by management.
- Assists and supports department personnel as needed.
- Addresses questions and problems promptly, courteously, and professionally.
- Attends and participates in meetings and/or training sessions as assigned.
- Ensures that lending operations are conducted in accordance with established Credit Union policies and are legally compliant.
- Assumes responsibility for establishing and maintaining effective and professional business relationships with members:
- Ensures that members’ requests, questions, and issues are promptly and courteously resolved.
- Ensures that the Credit Union’s quality and professional reputation are projected and maintained.
- Maintains frequent telephone and email contact with voucher control companies, contractors, other vendors, and members.
- Assumes responsibility for establishing and maintaining effective working relations with Credit Union personnel and management:
- Coordinates activities with other departments and facilitates effective communication as needed.
- Supports training assignments and functions as needed and assigned.
- Communicates all concerns and problems to management promptly and effectively.
Qualifications
* High school graduate or equivalent
* Coursework in general office skills
Required Knowledge
* Knowledge of Credit Union policies and procedures
* Knowledge of related computer applications including Laser Pro, InBranch, LoanPro, CSAir, Flex, Imaging, Word, Excel and other web applications
* Knowledge of SBA One and/or PCFS (creditwrx and loan manager) preferred.
Experience Required
* 3+ years of experience with SBA loan processing/closing.
* Working knowledge of SBA SOP’s.
* 3+ years of Document Preparation.
* Working knowledge of SBA SOP’s.
* New Accounts or teller experience preferred
* One year general office experience, preferably in financial environment
* Loan quality assurance or loan secretary experience helpful.
Skills/Abilities
* Strong word processing skills
* Professional appearance and attitude.
* Organized, Accurate and attentive to detail
* Excellent communication (verbal, written, listening), public relations and telephone skills
* Able to use PC and related applications, printer, phones and basic business equipment
* Self-driven, ability to work independently and as part of a team.
* Must be able to exercise discretion and good judgment
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Who's Hiring
Top Industries Hiring
- Banking & Financial Services33
- Electronics & Hardware6
- Fintech3
- Investment & Asset Management3
- Consulting & Professional Services3
Mid Level Loan Assistant Jobs: Frequently Asked Questions
How do I get a mid level loan assistant job?
Position your experience around ownership, not just task completion. Highlight files you managed independently, problems you resolved without escalation, and any process improvements you contributed to. Tailor your resume to show progression within loan processing or underwriting support, and demonstrate familiarity with loan origination software. Applications that show range of product experience, such as conventional, FHA, or commercial, tend to stand out at this level.
Which companies hire mid level loan assistants?
Companies hiring mid level loan assistants right now include Rocket, KeyBank, and Bank of Hope, based on current listings on Migrate Mate as of November 2026. Hiring at this level comes primarily from regional banks, credit unions, independent mortgage companies, and larger financial institutions that need experienced support staff who can operate with limited supervision.
Are there remote mid level loan assistant jobs?
Yes, though availability varies by employer and loan type. About 21% of mid level loan assistant openings are remote or hybrid as of November 2026, reflecting the document-heavy, software-driven nature of the work. Lenders handling high volumes of standardized products are more likely to offer remote arrangements than community banks or institutions that prioritize in-person client relationships.
How do I move up to a mid level loan assistant role?
Moving from entry level into a mid level loan assistant role takes consistent progression in the complexity and independence of your work. Seek out opportunities to manage files from application through closing without hand-holding, learn multiple loan product types, and build fluency in origination and document management systems. Demonstrating measurable impact, such as reducing processing errors or shortening cycle times, signals readiness for greater ownership.
Which industries hire the most mid level loan assistants?
Mid Level loan assistant roles concentrate in Banking & Financial Services, Electronics & Hardware, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors drive hiring at this level because they handle sustained loan volume that requires experienced support staff capable of managing complexity across diverse product types and regulatory requirements.