Loan Specialist

24 hours ago


Chula Vista, California, United States Secure Funding Group Inc Full time
Job Summary

We are seeking a highly skilled Loan Specialist to join our team at Secure Funding Group Inc. As a Loan Specialist, you will play a critical role in the mortgage operations process, ensuring the smooth execution of loan transactions.

Key Responsibilities
  • Loan Estimate & Loan Disclosures: Review loan files for completeness and accuracy, efficiently use DocMagic or DocuSign systems for borrowers, and utilize loan pricing engines to ensure timely and accurate loan disclosures.
  • Appraisal Order and HOA Cert Order: Track orders until inspection dates are set, review appraisals, and send value notifications upon receipt. Order SSRs, COCs, value rebuttals, and 1004Ds as necessary, and order HOA certs and limited or full questionnaires when applicable.
  • Loan Submission: Ensure files have cleared disclosures and are in line for underwriting, request escrow doc packages, and track and update milestone notifications.
Requirements
  • Qualifications and Education: No experience required for Loan Specialist III, 1 year of mortgage or real estate experience for Loan Specialist II, and 2 years of mortgage or real estate experience for Loan Specialist I. DISC test required.
  • Preferred Skills: Strong communication skills, high organizational skills, ability to work in a team environment, and ability to work without supervision.
Additional Notes

See Role and Responsibilities Addendum for additional job requirements.



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