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Loan Assistants and Customers

Question: 
When would a loan assistant interact with a customer?
Answer: 

Loan assistants provide administrative support to free up lenders to focus on higher impact lending activities. This means that a loan assistant would likely interact with customers whenever new documentation is required on a loan, such as following up on a missing tax return.

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Read more about loan assistants and front-line staff.

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 02/06/2022

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