Loan Specialist II
7 days ago
eTeam is seeking a skilled Loan Specialist II to join our team. As a Loan Specialist II, you will be responsible for processing high net worth loans, managing a pipeline of loans, and providing exceptional customer service.
Key Responsibilities- Obtain and review loan documentation, and process less complex loan applications.
- Order credit verifications and third-party services, and track receipt of legal documents.
- Set up and monitor loan and financial ticklers to ensure accuracy and timeliness of receipt of documents.
- Verify loan files and supporting documents for accuracy and completeness, and follow up on missing documentation.
- Prepare and compile documents for review and approval, and may prepare or review disclosures required by relevant consumer regulations.
- Perform basic loan calculations, and interact with financial advisors, mortgage consultants, and clients.
- 3-5 years of retail mortgage loan processing experience, with a background in Mortgage Cadence POS system.
- Experience managing a pipeline of at least 35 loans at a time, and understanding of TRID Regulatory Guidelines.
- Exceptional customer service skills, and clear and professional written and oral communication skills.
- Ability to multi-task within a fast-paced environment, and a minimum of a High School Diploma or GED.
eTeam is a leading provider of financial services, and we are committed to delivering exceptional results to our clients. If you are a motivated and detail-oriented individual with a passion for finance, we encourage you to apply for this exciting opportunity.
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