Role details

Loan Servicing Administrative Assistant

New York   •  Temporary

Bullet points

  • Bank located in Midtown West is seeking a Loan Servicing Admin Assistant
  • Temp to perm opportunity with a leading bank in New York City

About Our Client

Our client is a private bank designed to meet the needs of a select group of high net-worth individuals, where classic relationship banking meets modern wealth management. Their highly experienced private bankers tailor banking and wealth management solutions to meet the needs of their clients' dynamic financial lives. Their mission is to deliver extraordinary client service to a clientele that deserves nothing less.

Job Description


  • Schedule Management and Directors Credit Committee meetings, prepare agendas for items delivered, and distribute materials to committee members and other participants, as directed


  • Assemble packages for C & I portfolio reviews. Materials to be collected and delivered by Commercial Markets


  • Assemble packages for CRE portfolio reviews for materials delivered by Commercial Real Estate


  • Collect materials placed into specified computer directories for auditors quarterly loan reviews, in response to auditors Opening Day Letters, as directed by the Chief Credit Officer or the Deputy Chief Credit Officer
  • Distribute materials placed into specific computer directories for internal/external auditors, as directed by the Chief Credit Officer or the Deputy Chief Credit Officer
  • Daily back up of quality control functions



  • Assist in the formatting of memos, policies, and procedures, as directed by the Chief Credit Officer or the Deputy Chief Credit Officer



  • Daily Letter Mailings of: Financials, Replenishment, Maturity, and Late notices


  • Prepare daily summary report of notices sent


  • Insurance Policies: Initial phone call to insurance brokers prior to maturity of policies


  • Advise Loan Servicing on insurance policies received


  • Maintenance of physical credit files (vault control) - file movement
  • Updating of control log for credit files, as directed


  • Movement of paid off physical credit files


  • Packing and inventory of paid off credit files to be sent for archival storage


  • Updating inventory listing of archived credit files, as directed
  • Assembly of reports and documents for the monthly activity reports






  • Serve as support for QC during peak times including data entry on loan information into the QC logs (i.e. missing documents, legal documents log, and collateral management report).
  • Perform QC daily proofs, as directed by the Deputy Chief Credit Officer
  • Daily proof and verification of new loans and maintenance changes.

The Successful Applicant

  • College degree with strong abilities in Microsoft Office
  • Fiserv computer - exposure to operation area / loan servicing system
  • Candidate must have familiarity working in a loan servicing role in banking

What's on Offer

  • Temp to perm role
  • Competitive hourly rate and annual salary
  • Full benefits, vacation, sick days, and personal days
  • Opportunity to work with a motivated, hardworking team
  • Career progression and opportunity for growth and promotion

Apply for this job

Click the Apply or LinkedIn button below or contact Anne Marie Schulte quoting job reference 1202914
As you are using an Apple iOS device we are unable to offer you the CV upload function. Please apply with your Linkedin profile below or contact Anne Marie Schulte quoting job reference 1202914