Bilingual Loan Processor - High Volume Calls
About The Position
Our client is a leading provider of PACE (Property Assessed Clean Energy) financing solutions, helping homeowners access affordable funding for home improvement projects that conserve energy and water. Their mission is to make sustainable home upgrades accessible while delivering an exceptional customer experience throughout the financing process. We are seeking a Bilingual Loan Processor (Spanish/English) to join a fast-paced, high-volume lending team. This role is ideal for candidates with experience in consumer lending, mortgage servicing, banking, call centers, or financial services who enjoy helping customers while managing multiple priorities. The Loan Processor is responsible for supporting borrowers and contractors throughout the loan process, handling inbound and outbound communications, processing loan applications, and ensuring compliance with lending regulations. The ideal candidate thrives in a customer-focused environment, is detail-oriented, and can effectively manage a large loan pipeline while maintaining quality standards.
Requirements
- Fluent in both Spanish and English (written and verbal).
- Minimum 1-2 years of experience in a high-volume call center environment.
- Experience in one or more of the following: Consumer lending, Mortgage loan processing, Banking, Auto lending, Financial services, Loan servicing
- Strong customer service and communication skills.
- Ability to multitask and navigate multiple computer systems simultaneously.
- Strong attention to detail and data entry accuracy.
- Comfortable working in a fast-paced, performance-driven environment.
- Self-motivated and able to manage competing priorities and deadlines.
Nice To Haves
- Strong problem-solving abilities.
- Excellent verbal and written communication skills.
- Ability to build trust with borrowers and contractors.
- Adaptability and flexibility in a changing environment.
- Commitment to delivering world-class customer service.
- Team-oriented mindset with a willingness to support business goals.
Responsibilities
- Handle inbound and outbound calls with borrowers and contractors regarding loan applications and loan status updates.
- Manage a high-volume pipeline of consumer loan applications from origination through closing.
- Accurately collect, review, and enter borrower information into various loan processing systems.
- Partner with Sales Managers, Client Success Managers, Underwriting, and contractors to ensure smooth loan processing.
- Communicate lending decisions, application status updates, and next steps to customers and contractors.
- Deliver exceptional customer service while working toward first-call resolution.
- Maintain accurate loan records and documentation throughout the lending process.
- Meet established production, quality, and turnaround-time expectations.
- Identify opportunities for process improvement and support implementation of operational enhancements.
- Ensure compliance with lending regulations, company policies, and quality standards.
- Resolve customer concerns professionally while maintaining a positive customer experience.
Benefits
- Medical, dental & vision
- Critical Illness, Accident, and Hospital
- 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
