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NextGen Person

Administrative Loan Agent in Dallas, TX at NextGen

Date Posted: 11/5/2018

Job Snapshot

  • Employee Type:
  • Location:
    Dallas, TX
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

Administrative Loan Agent

3 Months contract-to-possible

Dallas, Tx 75240

Department overview:
The Agent Team specializes in providing loan agents with administrative outsourcing services. The Agent Services Analyst is responsible for maintaining data in the database in a timely and accurate manner.


  • Set up new Lenders, Borrowers, Bank Deals and Assets in the database - Maintain details; update administrative details information (wire instructions, contacts, etc.) including getting approvals from all Clients who have that Lender in their deals
  • Process Change Allocations based on documentation provided by client; review admin details and tax forms
  • Reporting - run and manipulate standard reports; create new reports; work with consulting team to scope custom reports
  • Special projects, as needed

Education and Experience

  • Bachelor's Degree Required (finance, accounting, economics preferred)

Ability to multi task and adhere to deadlines
Proficient PC skills (Excel, Word, Outlook)
Communication Excellent communications skills (verbal and written)
Teamwork Work well in a team environment