Financial Transaction Specialist
3 days ago
Job Summary:
As a Financial Transaction Specialist at Jobot, you will play a critical role in ensuring the smooth processing of mortgage applications. Your primary responsibility will be to review and verify mortgage applications, ensuring all necessary documentation is complete and accurate.
Main Responsibilities:
- Review mortgage applications to ensure all required information and documentation are provided
- Verify applicant information, including employment history, income, credit reports, and property details
- Communicate with borrowers, loan officers, underwriters, and other parties to obtain any additional documentation or clarification as needed
- Prepare and submit mortgage files to underwriting for approval, ensuring compliance with regulatory requirements and company policies
- Coordinate with appraisers, title companies, insurance agents, and other third-party vendors to obtain necessary reports and documentation
- Update loan processing software with accurate and up-to-date information throughout the mortgage approval process
- Follow up with borrowers and other parties to ensure timely completion of required tasks and to address any concerns or issues that arise
- Assist in resolving any discrepancies or problems with mortgage applications or documentation
- Maintain confidentiality and security of all applicant information and documentation
- Stay informed about changes in mortgage regulations, guidelines, and industry trends
About You:
This role requires strong analytical and problem-solving skills, with the ability to work independently and as part of a team in a fast-paced environment. You should also have excellent communication and interpersonal skills, with the ability to effectively interact with borrowers, loan officers, underwriters, and other parties.
Estimated Salary:$75,000 per year
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