Processing assistant

Cascade Financial Services•AZ, AZ

1d•Remote

About The Position

As the Processing Assistant, you are responsible to assist the Senior Loan Processors in gathering and organizing information for the loan file. Make timely follow up calls to quickly compile accurate file information. This role involves ordering services, continually following up on requested items, and working efficiently. You will also be responsible for customer service by working with vendors, AMC’s, title companies, and banks to gather necessary information for a complete loan file. Ensuring accuracy and completeness of loan documentation is crucial for loan approval and closing. Additionally, you will order appraisals based on the mortgage channel, research information through various websites, and progress through phase training to advance to Loan Processor as positions open. You will also assist with other duties as necessary.

Requirements

2+ years in an administrative or customer service position.
Must be computer literate including email, typing, managing multiple monitors, searching the internet, recognizing internet connectivity issues due to remote position, setting up user names and passwords, working with multiple software at a time (outlook, excel, word, etc)
Experience in a high-pressure, fast-paced work environment.
Working knowledge of Microsoft Office, specifically Word and Excel.
Excellent listening, organizational, and time management skills, and ability to learn quickly.
Ability to interpret and make conclusions based on available information.

Nice To Haves

Knowledge of mortgage or banking practices a plus, but not required.

Responsibilities

Assisting the Senior Processor - Order services needed and as directed by Sr. Processor for file packaging.
Following-up continually on all requested items, and working in an efficient manner.
Customer service - Working with vendors, AMC’s, title companies, banks, etc. to gather the necessary information for a complete loan file.
Ensuring accuracy and completeness if loan documentation necessary for loan approval and closing.
Ordering Appraisals based on mortgage channel.
Researching the information through various websites.
Progressing through phase training to advance to Loan Processor as positions open.
Assisting with other duties as necessary.