Processing Specialist - Apex

Firstrust BankHorsham, PA
84d

About The Position

The Processing Specialist is responsible for two critical stages of the loan lifecycle; coordinating front end due diligence on loan requests prior to entering underwriting status and completing back end due diligence post approval to ensure a smooth and successful loan closing.

Requirements

  • A minimum of 2 years commercial real estate/title work/processing or similar experience.
  • Bachelor’s degree preferred.
  • Strong verbal and written communication skills.
  • Detail-oriented with the ability to multi-task and balance time sensitive priorities.
  • Teamwork oriented mindset.
  • Excellent work ethic, including accountability, sense of urgency, and ability to problem solve.

Responsibilities

  • Complete basic collateral review and data entry into a 3rd party system to begin the appraisal process, flood certifications and collect environmental data.
  • Utilize DocuSign to send out conditional loan approvals to borrowers and brokers.
  • Complete due diligence up front to review loan applications for completeness and accuracy.
  • Review loan approvals to ensure compliance with company established guidelines.
  • Draft commitment letters with necessary conditions for loan requests.
  • Correspond with Borrowers & Brokers to secure all conditions outlined in commitment letter.
  • Order title and work closely with agents to identify and resolve title issues.
  • Request insurance certificates including building, flood, windstorm & condominium, as applicable.
  • Prepare LaserPro loan documents.
  • Assist in the development of new business for APEX. Is alert to expressed customer/prospect needs to suggest appropriate services. Direct customers to appropriate person to establish business relationships.
  • Coordinate and prepare all parties for loan closings including requesting payoffs as needed.
  • Draft closing instructions to be sent to title company.
  • Maintain accurate checklists, fee ledgers and accurate notes regarding the status of files.
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