Loan Processor

Triad Financial Services • Jacksonville, FL

15h

About The Position

As a Loan Processor, you will support mortgage lending operations by processing loan files from application to closing. After completing training and a probationary period as a Trainee, you will collect and review borrower documents, communicate with customers, and work with Loan Officers and Underwriters to ensure loan applications are processed accurately and on time. The role involves maintaining organized loan files, coordinating with third-party vendors, and providing a positive borrower experience while meeting closing deadlines.

Requirements

• High school diploma or equivalent.
• Two to three years of experience in a professional office setting, ideally in an administrative or mortgage assistant role.
• Understanding of loan products, including conventional, FHA, VA, adjustable-rate, and fixed-rate mortgages.
• Highly driven and goal-oriented, with strong customer service and communication capabilities.
• Comfort working in a dynamic, fast-paced environment.
• Ability to manage a loan pipeline and associated tasks to meet designated turn times.
• Proficiency in Microsoft Office and ability to quickly learn proprietary mortgage software.
• Ability to safely and proficiently perform essential job functions and meet productivity criteria.
• Consistent, punctual attendance.
• Clear and articulate telephone communication.
• Ability to sit at a workstation for extended periods.
• Physical typing proficiency.

Nice To Haves

• College degree in finance or banking.

Responsibilities

• Collect and review borrower documents, including income verification, credit reports, and property information, for completeness and accuracy.
• Process loan files in compliance with company policies, regulatory guidelines, and investor requirements.
• Communicate with customers to request documents or information, provide status updates, and answer inquiries.
• Work with Loan Officers and Underwriters to resolve issues, address conditions, and clear loan files for approval.
• Maintain detailed, organized loan files and ensure documentation is properly recorded and stored.
• Verify data in the loan origination system and other relevant software platforms.
• Coordinate with third-party vendors, including appraisers and title companies, to facilitate loan transactions.
• Meet established timelines and service level agreements to support closing deadlines.
• Provide exceptional customer service throughout the loan process.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED