Loan Specialist

1 day ago


California, Missouri, United States Insight Global Full time
Loan Specialist Role

We are seeking an experienced Loan Specialist to play a critical role in the processing and underwriting of various loan products, with a primary focus on Bridge Loans, Value Add Loans, and Permanent Portfolio Loans.

Key Responsibilities:
  • Process and underwrite loan applications, ensuring compliance with company policies and regulatory requirements.
  • Conduct thorough financial analysis, including cash flow analysis, balance sheet analysis, and tax return analysis.
  • Work closely with smaller real estate investors to understand their entity structures, including LLC borrowers, and provide guidance on KYC processes.
  • Develop and maintain strong relationships with clients, providing exceptional customer service and support.
Requirements:
  • 3+ years of experience in underwriting and processing.
  • Knowledge of overall lending processes, including underwriting, funding, and loan processing.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
Benefits:
  • Competitive salary and benefits package, including medical, dental, and vision insurance.
  • 401k retirement account access with employer matching.
  • Opportunities for professional growth and development.


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