Job Title: Loan Assistant
Duration: 12+ Months (extension or conversion for right fit)
Location: San Diego, CA, 92121
Work Schedule: Monday - Friday, 8 AM - 5 PM
Evaluate and analyze income documentation submitted for review and consideration.
Enter data into the system of record.
Any other tasks as requested or required within the scope of the department.
• BA or BS degree and/or 1-2 years work experience in the financial services industry preferred.
• Requires knowledge and review of various taxable and non-taxable income documentation and sources.
• Experience in reviewing and analysis of personal and business income tax returns and schedules
• Proficiency in the use of Ms. Excel, attention to detail, and effective communication skills.
• Understanding of taxable income events preferred.
• Previous mortgage processing or underwriting experience a plus but not required.