Part time Office Assistant: Banking or Insurance Experience

Job Type

Job Category


Date Posted

Feb 2, 2024

  • Anywhere

Why Work Here?

This terrific opportunity for a well-established company in Southwest Florida

We are hiring for a terrific opportunity for a qualified part-time office assistant for a commercial lending department in Fort Myers. The ideal candidate will have worked in the insurance or title/real estate industries and be knowledgeable of various types of insurance policies. This position is for a small boutique lender with job hours 25 a week. The starting pay is based on experience and qualifications.

  • The ideal candidate has two years plus of commercial loan and construction loan experience.
  • SBA knowledge would be ideal.
  • Organizational skills needed to coordinate the loan closing process, with good working knowledge of Microsoft products. Open to learning new software specific to the SBA program.
  • Knowledge of loan documents, mortgage, and lien recording items.
  • Ability to effectively manage & coordinate multiple projects simultaneously, managing time and resources to ensure work is completed efficiently and within established timeframes.
  • Ability to establish and maintain effective work relationships both internally and with external partners.
  • Performs other duties as required by management.
  • Demonstrated leadership, communication, planning, and analytical skills are required.
  • Review the SBA Loan Application package for accuracy and obtain all required documents and signatures.
  • Prepare, submit, and coordinate with SBA the issuance of an SBA Loan Number and SBA authorization.


  • Insurance industry experience
  • Prior work experience in banking or the insurance industry
  • Clerical office skills


  • Multitask
  • Good time management
  • Knowledge of standard banking practices
  • Strong clerical skills
  • Strong leadership qualities
  • Ability to work under pressure.

About Lori Lane Personnel Services, Inc.:

Since 1995 Lori Lane Personnel Services, Inc. has provided job seekers and companies throughout Southwest Florida with the finest exceptional personnel services. We welcome the opportunity to put our experience to work for you.
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