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Characteristics of a Talented Loan Assistant

Question: 
What makes a good loan assistant?
Answer: 

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.

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Continue reading about loan assistants.

Vendor: 

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

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