$23/hr Phone Agent (Loans Closing)

TEKsystems•Moorpark, CA

4d•$23 - $23•Onsite

About The Position

The Loan Phone Agent plays a key role in supporting the Closing, Funding, and Financial departments by facilitating communication between brokers, settlement agents, and internal teams. This position ensures smooth and compliant loan closings through document coordination, issue resolution, and exceptional customer service. While primarily back-office focused, the role includes handling inbound calls and troubleshooting third-party service orders.

Requirements

High school diploma or equivalent required; additional education or certifications in finance, real estate, or related fields preferred
Previous experience in loan processing, title, escrow, or mortgage is preferred but not required
Recent graduates with strong communication and organizational skills are encouraged to apply
If no degree, must have at least 1 year of relevant work experience
Ability to obtain certification in Fee Collaboration and Closing
Familiarity with Encompass software is a plus

Responsibilities

Handle 15–25 inbound calls daily from brokers, settlement agents, and internal departments
Respond to portal messages, emails, and chat inquiries professionally and efficiently
Coordinate loan closings by scheduling, preparing documentation, and ensuring readiness across all parties
Perform back-office tasks including document preparation, title clearance, and appraisal eligibility reviews
Troubleshoot third-party orders (title, appraisal, hazard insurance, flood certification, credit reports)
Evaluate loan applications for product and regulatory compliance
Maintain accurate records of loan closing activities and ensure documentation is properly filed
Demonstrate behaviors aligned with the organization’s culture and values