Chartwell Investment Partners seeks a part-time Loan Specialist to process small business loans and prepare settlement documents remotely. The ideal candidate will have experience in loan processing, strong communication skills, and a solid understanding of banking principles
Job Summary
Under general supervision, uses specialized knowledge and skills obtained through training and experience to process small business loans and prepare settlement documents.
Extensive contact with internal and external customers is required to obtain, clarify or provide facts and information and to identify, research, and resolve problems.
This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.
Matching Summary
Match Score: 85
Chartwell Investment Partners seeks a part-time Loan Specialist to process small business loans and prepare settlement documents remotely. The ideal candidate will have experience in loan processing, strong communication skills, and a solid understanding of banking principles.
Skills & Requirements
Must-have
Process small business loan packages
Prepare settlement documents
Balance and reconcile client and lender positions
Respond to customer inquiries
Input loan data into SBA systems
Nice-to-have
Maintain currency in loan processing policies
Contribute to continuous evolution of the firm
Work with and through others to achieve desired outcomes
Key Requirements
Associate's Degree
1-3 years of small business loan processing experience