Loan Processing Specialist

JX Enterprises•Hartland, WI

14h•Onsite

About The Position

About Us: At JX, we are driven by a commitment to excellence, guided by our core values: Honoring Commitments, Creating Positive Experiences, Fostering Lifelong Learning, Exhibiting a Pioneering Spirit, and Demonstrating Good Stewardship. These principles shape our business and support a positive, growth-oriented culture. We are seeking motivated individuals to join our team and contribute to our continued success. Shift: Monday - Friday 8:00am - 4:30pm Job Purpose Reporting to the Office Manager, the Loan Processing Specialist prepares, reviews and processes loan documentation. The Loan Processing Specialist provides excellent telephone etiquette and administrative support to JX Financial.

Requirements

High School or Equivalent
1-3 yrs of related experience in loan documentation or loan processing required.
Have the ability to exercise independent judgment and discretion
Excellent customer service and communication skills

Nice To Haves

Post-High School education preferred, but not required
Intermediate experience with Google Applications is preferred
Valid Driver’s License

Responsibilities

Prepare direct loan documents, extension, rewrites, leases, etc. for their respective Finance / Insurance Sales Representative which includes proofing approval and making corrections, demonstrating a commitment to accuracy and attention to detail.
Review documents for completeness and proper execution after deal closes, ensuring compliance and adherence to procedures.
Follow up for title and lien perfections, fulfilling legal obligations and protecting the company's interests.
Greet customers in a positive, professional manner, creating a welcoming and helpful first impression.
Follow up on deficiencies with the dealership, providing timely and constructive feedback to improve processes and customer service.
Maintain a positive and helpful attitude when interacting with customers, colleagues, and dealership personnel, fostering a positive and collaborative work environment.
Stay informed about changes in finance and insurance regulations, documentation requirements, and industry best practices to ensure accurate and compliant processing.
Identify and suggest process improvements to streamline document preparation, review, and submission, enhancing efficiency and accuracy.
Complete funding documents and submit to the bank along with required deal documents, ensuring accurate and timely processing of financial transactions.
Create files, file labels, title labels and enter new customer insurance, maintaining organized and accessible records.
Process and file insurance policy updates as received, ensuring accurate and up-to-date records.
Follow up on insurance expirations, cancellations, and renewals, providing timely reminders and support to customers.
Scan insurance documentation and completed files for electronic storage, contributing to efficient record-keeping and information management.
Adapt to the evolving needs of the organization and undertake additional responsibilities as required, reflecting our commitment to flexibility and responsiveness in meeting business objectives.