Loan Assistant

Loan Assistant

This role supports the growth and management of our funeral home lending portfolio. Reporting directly to the Director of Funeral Home Lending, you will assist with new loan opportunities and manage existing loans through documentation gathering, coordinating loan processes, and ensuring compliance with loan terms.

• Assist the Director of Funeral Home Lending in processing and closing new loans.
• Utilize loan and workflow software to manage loan applications.
• Prepare and review loan documents for accuracy and completeness.
• Collect and apply loan payments.
• Ensure loan covenant items are received and documented.
• Assist in monitoring loan maturities and renewals.
• Produce monthly, quarterly, and annual reports.
• Provide administrative support to the loan team as needed.
• Maintain accurate and organized loan files.
• Other responsibilities as needed.

• Proficient knowledge and extensive use of Microsoft Office.
• Experience using workflow software (preferred).
• Experience using loan administration software (preferred).
• Strong organizational and interpersonal skills.
• Ability to maintain confidentiality when dealing with sensitive information.
• Ability to work effectively as part of a team.
• Strong attention to detail and accuracy.
• Ability to manage multiple tasks and prioritize effectively.
• Excellent written and oral communication skills.

• 1-3 years of previous finance experience or an associate’s degree (finance preferred).

Directors Investment Group (DIG) offers an award‑winning workplace recognized with numerous workplace awards including Fortune magazine’s “Best Small & Medium Workplaces” List, “Best Workplaces in Finance & Insurance” List, “Best Workplaces for Millennia ls” List, and “Best Workplaces in Texas” List. Based in Abilene, TX, DIG is dedicated to serving the funeral profession.

An Equal Opportunity Employer.

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Finance and Sales
• Industries:
  Internet Publishing