Loan Refinance Specialist
About The Position
TheThe Bilingual Loan Refinance Specialist will function as a clerical liaison between the loan officer, clients, escrow companies and operational fulfillment support during the process of a home loan refinance. This role will effectively manage the administrative tasks involved in the full submission and condition gathering requirements of a refinance. The RLS will not discuss loan terms, interest rates, fees, closing costs or any other functions which require loan originator licensing. The The Bilingual Loan Refinance Specialist will: Assist in fulfilling the crucial milestone dates associated with the real estate transaction, such as deadlines for loan approval condition and inspection contingency removals Ensure proper communication based on each defined stage of the buying process (planner, shopper, closer) while meeting deadlines and administering phone calls or email reminders to the real estate agent Gather all necessary documentation for the loan approval and closing Monitor and assess the progress of the refinance so that important deadlines are met and contingencies are released Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization’s desired culture and values
Requirements
- Bilingual /Spanish
- 1+ years of relevant work experience in an administrative, customer service, or related role
- Demonstrated ability to provide value-added customer service in a fast-paced environment, crucial for maintaining positive client relationships
- Excellent written and verbal communication skills, enabling clear and professional interaction with clients and stakeholders, essential for communication coordination
- Proficiently utilized Microsoft Office Suite and/or Google Workspace to manage customer communications, organize data, and streamline support workflows
- Ability to effectively manage deadlines, prioritize tasks, and maintain accurate records, directly supporting deadline management and progress monitoring responsibilities
Nice To Haves
- Understanding of financial services and, ideally, the mortgage industry, to facilitate efficient navigation of the refinance process preferred
Responsibilities
- Assist in fulfilling the crucial milestone dates associated with the real estate transaction, such as deadlines for loan approval condition and inspection contingency removals
- Ensure proper communication based on each defined stage of the buying process (planner, shopper, closer) while meeting deadlines and administering phone calls or email reminders to the real estate agent
- Gather all necessary documentation for the loan approval and closing
- Monitor and assess the progress of the refinance so that important deadlines are met and contingencies are released
- Perform other related duties as required and assigned
- Demonstrate behaviors which are aligned with the organization’s desired culture and values
Benefits
- Comprehensive Medical, Dental, and Vision
- Paid Time Off Programs including vacation, holidays, illness, and parental leave
- Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations)
- Retirement benefits, life insurance, 401k match, and tuition reimbursement
- Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
