Job Title : Loan Specialist II
Job Location : Saint Petersburg, FL-33716
Job Duration : 4 months contract
Duties :
- Local candidates only- can work remote 2 days and onsite on Tuesday , Wednesday and Thursday. Schedule is 8 AM to 5 PM or 8 : 30AM to 5 : 30PM
- Laptop provided
- One round of panel interviews and decision will be made thereafter
- 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
Skills : Must Haves
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
4 days ago