Loan Specialist II
About The Position
Obtains required loan documentation and may process less complex loan applications. Orders credit verifications and third party services. Tracks receipt of and reviews legal documents. Sets up and monitors loan and financial ticklers to ensure accuracy and timeliness of receipt of documents. Verifies loan files and supporting documents for accuracy and completeness. Follows up on missing documentation. Prepares and compiles documents for review and approval. May prepare or review for accuracy, disclosures required by relevant consumer regulations. May perform basic loan calculations Interact with financial advisors, mortgage consultants, banking consultants and the client
Requirements
- 5+ years experience processing HNW (High Net Worth - (USD)1MM+) loans
- Experience managing a pipeline of at least 35 loans at a time
- Understanding of TRID Regulatory Guidelines
- Strong customer service experience
- Minimum HS Diploma
Nice To Haves
- Experience w/ Encompass POS system preferred
Responsibilities
- Obtains required loan documentation
- Processes less complex loan applications
- Orders credit verifications and third party services
- Tracks receipt of and reviews legal documents
- Sets up and monitors loan and financial ticklers
- Verifies loan files and supporting documents for accuracy and completeness
- Follows up on missing documentation
- Prepares and compiles documents for review and approval
- Prepares or review for accuracy, disclosures required by relevant consumer regulations
- Performs basic loan calculations
- Interact with financial advisors, mortgage consultants, banking consultants and the client
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
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
