Senior Loan Specialist
2 weeks ago
Contract to hire
Loan Specialist II
Start: 04/08/2024
End: 08/09/2024 contract will lead to the permanent position, contingent on performance and attendance
Department: Mortgage Banking Ops
Local candidates only - can work remote 3 days and onsite on Tuesday & Wednesday. 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
**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
Required Skills:
AUDITS
CLARIFY
CLOSINGS
ACCOUNTING
CUSTOMER SERVICE ORIENTED
Additional Skills:
CODING
COMMERCIAL LOANS
CREDIT
CUSTOMER SERVICE
DISBURSEMENT
DISCLOSURES
DOCUMENTATION
DUE DILIGENCE
FEDERAL REGULATIONS
FINANCE
FINANCIAL MARKETS
HUMAN RESOURCES
LEGAL DOCUMENTS
LIABILITY
LOAN DOCUMENTATION
LOAN PROCESSING
LOANS
PROBLEM SOLVING
RETAIL
TRAINING
AUDIT
CLERICAL LOAN
MIDDLE MARKET
RETAIL MARKETING
RETAIL SALES
Languages:
Minimum Degree Required: Completed High School (Diploma or GED)
# of Positions: 1
Location:
St. Petersburg, FL
Start Date: 04/08/2024
Estimated End Date: 08/09/2024
Hours Per Week: 40.00
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