Operations Assistant

Our client in the Southbury/Oxford CT area is looking for an Operations Assistant to add to their team. This role supports the end-to-end loan application process for both new and existing clients. This role serves as a key liaison between the Sales Team and internal departments, ensuring efficient communication and exceptional client service.

Monday-Friday 8am-5pm

Pay $23-$25/BOE

Duties

• Assist with loan processing and documentation to ensure compliance with regulatory standards.
• Conduct credit analysis to evaluate potential borrowers' creditworthiness.
• Utilize accounting software for accurate record-keeping and financial reporting.
• Support loan origination processes by gathering necessary information from clients.
• Provide excellent customer service by addressing inquiries and resolving issues promptly.
• Collaborate with underwriters to facilitate the approval process of loans.
• Negotiate terms and contracts with clients as needed, ensuring clarity and mutual agreement.
• Participate in financial sales initiatives to promote products and services effectively.

Qualifications

• Associate degree required; Bachelor’s degree preferred
• Excellent communication and relationship-building skills
• Detail-oriented, organized, and able to multitask in a fast-paced environment
• Proficient in Microsoft Office and general business software
• Able to handle confidential information with integrity