Loan Document Specialist

TEKsystemsPhoenix, AZ
10d$22 - $22Onsite

About The Position

The Home Loan Specialist is an entry‑level role supporting multiple business channels within the mortgage organization. This position plays a key role in ensuring efficient loan processing activities while delivering high‑quality service to internal partners and customers. The ideal candidate is detail‑oriented, organized, and eager to build a career in the mortgage and financial services industry.

Requirements

  • Mortgage industry or mortgage operations knowledge
  • Banking or financial services experience
  • Customer service orientation
  • Attention to detail and time management
  • Ability to work in a fast‑paced, production‑driven environment

Responsibilities

  • Perform routine data entry and data validation tasks with accuracy and attention to detail
  • Initiate and track third‑party orders, including title, appraisal, hazard insurance, flood certifications, and credit reports
  • Review and validate loan documentation to ensure completeness and compliance
  • Respond to routine inbound and outbound communications via phone, email, and/or chat
  • Monitor assigned work queues and escalate or intervene as necessary to meet service level expectations
  • Support additional operational tasks as assigned
  • Demonstrate behaviors aligned with the organization’s culture, values, and customer‑first mindset

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

Entry Level

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

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