Job Summary Required Qualifications and Skills
A direct hire opportunity is available for a Loan Specialist in Columbia, SC within the education industry. This role is ideal for a professional with 3-5 years of experience who enjoys working with loan documentation, account review, financial data, and customer-focused support in a banking/lending environment.
The Loan Specialist will help ensure loan files, records, transactions, and related processes are accurate, compliant, and handled with professionalism. This opportunity offers the ability to contribute to an organization focused on education while working in a collaborative environment with supportive leadership, clear processes, and a team-oriented culture. Candidates who value accuracy, service, accountability, and long-term career stability may find this role to be a strong fit.
Key Responsibilities
- Review, process, and maintain loan documentation, account records, payment information, and related financial data.
- Support loan servicing activities, including account updates, payoff information, status changes, reconciliations, and issue resolution.
- Communicate with internal teams, borrowers, vendors, or other stakeholders to gather information and resolve loan-related questions.
- Ensure loan files and financial records are accurate, complete, organized, and compliant with internal policies and applicable requirements.
- Research discrepancies, prepare reports, and support audit, compliance, and month-end finance activities as needed.
- Provide professional customer service while maintaining confidentiality and attention to detail.
Compensation and Benefits
- Salary range: $42,000.00 to $50,000.00 per year.
- Job type: Direct hire.
- Location: Columbia, SC.
- Process and maintain loan documentation, account updates, and related financial records.
- Research and resolve loan account discrepancies, payment questions, and documentation issues.
- Support reporting, reconciliation, compliance, and internal finance processes.
- Communicate professionally with internal and external stakeholders regarding loan-related matters.
- 3-5 years of relevant experience in loan processing, loan servicing, finance, banking, accounting, or a related financial operations role.
- Strong understanding of loan documentation, account maintenance, payment processing, and financial recordkeeping.
- Proficiency with Microsoft Excel, financial systems, loan servicing platforms, or similar business software.
- High level of accuracy, organization, confidentiality, and follow-through.
- Strong written and verbal communication skills with the ability to explain financial information clearly and professionally.
- Ability to manage multiple priorities, meet deadlines, and work effectively in a team-oriented environment.
Preferred Qualifications
- Experience in the education industry, student loan servicing, financial aid, banking, credit, or finance.
- Associate or bachelor’s degree in finance, accounting, business administration, or a related field.
- Experience supporting audits, compliance reviews, reconciliations, or financial reporting.
- Familiarity with loan servicing systems, ERP platforms, CRM tools, or document management systems.
Equal Opportunity Employer / Disabled / Protected Veterans
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For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
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We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.