About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Position overview

Confidential Client is hiring a Loan Assistant I to support commercial lending operations in Savannah, GA. This entry-level role focuses on accurate loan documentation, timely loan processing, coordination of closings, and providing excellent client service. Ideal for candidates beginning a career in commercial lending who are detail-oriented, organized, and customer-focused.

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What you’ll do (Primary responsibilities)

• Assist in tracking and managing the loan pipeline, loan maturities, uninsured reports, and past due reports to ensure deadlines are met.
• Collect, organize, and verify borrower documentation (income verification, credit reports, identification, etc.).
• Accurately input loan data into the loan processing system and maintain loan files.
• Order title searches, UCC searches, appraisals, and flood certifications as needed.
• Coordinate loan closings with lenders, attorneys, insurance agents, and clients.
• Initiate disbursement of closing funds and issue loan proceeds via checks or wires.
• Review closed and funded loans for document completion and timely booking.
• Maintain a tickler system for outstanding post-closing documentation and report status in weekly meetings.
• Provide backup coverage for other Loan Assistants during PTO and absences.

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Client & borrower support

• Maintain clear, responsive communication with lenders, clients, and internal stakeholders.
• Provide exceptional client service by answering inquiries, resolving discrepancies, and escalating issues when necessary.
• Act as a reliable point of contact throughout the loan lifecycle.

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Culture, confidentiality & compliance

• Demonstrate and promote the client’s core values by delivering prompt, professional service.
• Maintain confidentiality of sensitive materials and route documents appropriately.
• Adhere to all State and Federal lending regulations, internal policies, and consumer protection guidelines to prevent fraud and protect customer assets.
• Participate in learning and development activities to support continuous improvement.

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Skills & competencies

• Strong time management, organizational skills, and attention to detail.
• Excellent written and verbal communication and interpersonal skills.
• Proficient with Microsoft Office; comfortable spending significant time working with computer systems.
• Ability to prioritize tasks, work independently, exercise sound judgment, and solve problems with limited supervision.

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Qualifications & education

• High school diploma or equivalent required. Bachelor’s degree or coursework in banking, finance, or lending is an asset.
• Preferred: 1+ year of commercial lending documentation experience or 1+ year supporting commercial banking/client service functions within a financial institution.

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Training, physical demands & work environment

• Required annual compliance training and new employee orientation.
• Frequent computer use; role may be performed sitting or standing with appropriate workstation adjustments.
• Typical office setting (cubicle or private office). If telecommuting/hybrid, candidates must maintain a secure, quiet home office with reliable wired internet (no hotspot-only connections).

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Travel

• Occasional travel may be required for lender/client meetings, all-hands events, site visits, or merger/acquisition support.

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Location & pay

• Work location: 25 Bull Street #100, Savannah, GA 31401.
• Estimated pay: $54,770 per year (estimated). Actual pay may vary based on experience and local laws.

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Reasonable accommodations & EEO

Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Careertakes and our client are Equal Opportunity Employers, including consideration for disabled veterans and other protected classes.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.