Collateral Loan Reviewer

TEKsystemsPensacola, FL
$28 - $28Hybrid

About The Position

We’re seeking a detail-oriented, customer-focused professional to support members through the mortgage assumption and ownership transfer processes. This role blends high-volume phone support, document review, and compliance work, often helping members during important or sensitive life events.

Requirements

  • Strong phone and customer service skills
  • Ability to multitask in a fast-paced, phone-driven environment
  • High attention to detail and organization
  • Comfortable being on the phone most of the day

Nice To Haves

  • Empathetic and professional in sensitive situations
  • Self-motivated, dependable, and detail-oriented
  • Able to work independently while contributing to a team
  • Strong communicator with a “go-getter” mindset

Responsibilities

  • Handle 15–20+ inbound calls daily, plus outbound follow-ups
  • Guide members through the mortgage assumption application process
  • Respond to email inquiries and maintain accurate loan records
  • Perform administrative tasks (ordering documents, system notes, follow-ups)
  • Support processors/examiners by reviewing and validating files
  • Track applications from initial contact through closing
  • Review legal/mortgage documents (deeds, trusts, POAs, probate filings)
  • Validate ownership and Successor in Interest status
  • Ensure compliance with regulatory and investor guidelines
  • Identify discrepancies and maintain accurate documentation

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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