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Loan Specialist II

2 months ago

St Petersburg, United States eTeam Full time
Job Title: Loan Specialist II
Job Location: Saint Petersburg, FL-33716
Job Duration: 4 months contract
Duties:
  • Local candidates only- can work remote 2 days and onsite on Tuesday , Wednesday and Thursday. Schedule is 8 AM to 5 PM or 8:30AM to 5:30PM
  • Laptop provided
  • One round of panel interviews and decision will be made thereafter
  • Must have 3-5 years of experience processing HNW (High Net Worth - (USD)1MM+) loans
  • Experience with Mortgage Cadence POS system background preferred
  • Must be articulate and well spoken with strong customer service background
Duties
  • 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

Skills:
Must Haves
  • Experience with Mortgage Cadence POS system background preferred
  • Very professional
  • 3-5 years of retail mortgage loan processing experience
  • Experience managing a pipeline of at least 35 loans at a time
  • Understanding of TRID Regulatory Guidelines
  • Exceptional customer service skills
  • Clear and professional written and oral communications skills (will be 'client-facing' over the phone and will frequently interact with internal and external customers)
  • Ability to multi-task within a fast paced environment
Education:
  • Minimum of High School Diploma or GED