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Job Description

The Loan Team Assistant provides administrative and operational support to the Loan Care group—the team that drives onboarding activities when new branches are acquired. This role ensures a smooth, consistent experience for newly onboarded branch leaders and loan teams by coordinating schedules, tracking workflow readiness, maintaining onboarding checklists, and keeping documentation and data clean and current. The assistant partners closely with the Loan Care Manager (e.g., Valeria Valencia) and cross‑functional stakeholders to keep onboarding milestones on track and visible.

What You’ll Do

Onboarding Coordination

Coordinate onboarding tasks for new Branch Managers and Loan Officers, including adding new team members to systems and updating start dates. [Danielle P...ck in chat | Teams]

Schedule and track live file training sessions for new and existing team members; organize agendas, invites, and materials.

Maintain the Loan Care Checklist to promote consistent client service and file quality across branches.

Monitor and update the Unassigned Loans Board to ensure accurate, up‑to‑date workflow tracking during onboarding.

Communication & Calendar Support

Manage group inbox triage (routing, drafting, and tracking responses) and coordinate calendars for onboarding meetings, trainings, and stakeholder check‑ins.

Prepare meeting notes and follow‑ups; log action items and track completions.

Documentation, Data & Systems

Collect, organize, and audit onboarding documentation (policies, checklists, rosters, credentials, access requests).

Enter and validate onboarding data across core systems (e.g., Encompass or similar LOS; Outlook; Teams; Excel/Sheets; CRM).

Create simple templates (emails, trackers, checklists) to standardize repeatable onboarding workflows.

Reporting & Continuous Improvement

Compile onboarding status reports and KPIs for quarterly or ad‑hoc reviews; assist with light analytics using Excel or AI‑based tools.

Capture process feedback from new branches; recommend updates to checklists, training materials, and workflows.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

1–2+ years in administrative, operations, or coordination roles (mortgage/financial services preferred).

Proficiency with Microsoft 365 (Outlook, Excel, Teams) and collaborative tools; ability to learn LOS/CRM platforms quickly (e.g., Encompass or similar)