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Loan Specialist

2 months ago

St Petersburg, United States ICONMA Full time

Location: St. Petersburg, FL/Hybrid
Duration: 4 months

Description:
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

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

Required
Clarify
Closings
Accounting
Customer service oriented
Audits

As an equal opportunity employer, ICONMA provides an employment environment that supports and encourages the abilities of all persons without regard to race, color, religion, gender, sexual orientation, gender identity or express, ethnicity, national origin, age, disability status, political affiliation, genetics, marital status, protected veteran status, or any other characteristic protected by federal, state, or local laws.