Skip to content

Characteristics of a Talented Loan Assistant

What makes a good loan assistant?

Loan assistants are very busy people and perform many different tasks. Therefore, a good loan assistant is very organized and detail-oriented. He or she should also be skilled at using a wide variety of banking systems, such as document management software, spreadsheets, and CRMs.

Continue reading about loan assistants.


AccuSystems develops document management and exception tracking software for financial institutions. Trusted by more than 15,000 bankers worldwide, AccuAccount automates exception tracking, streamlines audits, and simplifies loan imaging. Request a demo, register for a webinar, or download a free whitepaper.

First published on 04/25/2021

Filed under: 
Filed under operations as: 

Banker Store View All

From training, policies, forms, and publications, to office products and occasional gifts, it’s available here:

Banker Store

hot right now

image description

Looking for effective, convenient training on a particular subject?

BOL Learning Connect offers more than 200 courses ON-DEMAND or on CD ROM from AML to Reg Z and every topic in between.

Search Topics