Loan Assistant

Does this describe you?

Organized

Adaptable

Disciplined

Detail-Oriented

If so, let’s talk!!

We are currently seeking a self-motivated, professional individual to join our team as a LOAN ASSISTANT.

This role exists to support the growth and management of the funeral home lending portfolio. This position plays a crucial role in assisting with new loan opportunities and managing existing loans by gathering documentation, coordinating loan processes, and ensuring compliance with loan terms. Reporting directly to the Director of Funeral Home Lending, the Loan Assistant’s contributions are essential in facilitating smooth loan transactions, maintaining accurate records, and supporting the overall efficiency of the lending team.

Essential Duties/Responsibilities:

• 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
  
  

Required Skills/Abilities:

• 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
  
  

Education and Experience:

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

About Directors Investment Group

Directors Investment Group (DIG) offers an award-winning workplace that is truly one-of-a-kind.

DIG has been recognized with numerous workplace awards, including the prestigious FORTUNE magazine “Best Small & Medium Workplaces” List, the “Best Workplaces in Finance & Insurance” List, the “Best Workplaces for Millennials” List, and the “Best Workplaces in Texas” List. The company is also a winner of the top 100 “Best Companies to Work for in Texas,” published by Texas Monthly.

Based in Abilene, TX, DIG offers a unique corporate culture and benefits that our employees love! Founded on Christian principles of leadership through service, integrity, honesty, and respect, the company is dedicated to serving the funeral profession and helping funeral homes enhance their service to families in a rapidly changing marketplace. In fact, our mission is "to be known as the best, most-respected provider of service to the funeral industry."

So, what makes DIG such a great place to work? We apply these same principles to how we treat our employees: offering excellent compensation, a fun, friendly, and supportive work environment, and more benefits and perks than we can mention; including employer-paid health coverage, 401(k) matching, life insurance, an on-site clinic, a 24-hour fitness center, free fresh fruit and beverages, a corporate university, book studies, and many personal growth opportunities for mind, body, and soul.

An Equal Opportunity Employer

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