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
Loan Specialist II
Obtains required loan documentation and may process less complex loan applications. Must have 3-5 years of experience processing HNW (High Net Worth - (USD)1MM+) loans. Sets up and monitors loan and financial ticklers to ensure accuracy and timeliness of receipt of documents. Verifies loan files and...
Loan Specialist II
Obtains required loan documentation and may process less complex loan applications. Must have 3-5 years of experience processing HNW (High Net Worth - (USD)1MM+) loans. Sets up and monitors loan and financial ticklers to ensure accuracy and timeliness of receipt of documents. Verifies loan files and...
Loan Specialist II
Obtains required loan documentation and may process less complex loan applications. 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. May perform basic loan calculati...
Loan Specialist II
Obtains required loan documentation and may process less complex loan applications. Verifies loan files and supporting documents for accuracy and completeness. May perform basic loan calculations. ...
Home Loan Specialist II
The Home Loan Specialist II is a skilled role supporting various Channels within the Mortgage Fulfillment Division (MFD). As the Home Loan Specialist, you will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. The Home Loa...
Home Loan Specialist II
Evaluate loan applications for compliance with product guidelines. ...
Sr. Credit Analyst
Credit Analyst to support our Credit Operations team. This remote position will be responsible for supporting lending efforts by underwriting new and renewed loans in accordance with company credit policy and sound credit practices. Present recommendations to senior management and credit committees....
Administrative Assistant
Provide administrative support to management and/or department. Provide administrative support to management and/or department. ...
Consumer Loan Sales Specialist
Consumer Loan Sales Specialists empower customers listening to their needs and providing access to friendly, fast, and affordable financing for lifes expenses. Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Fina...
Commercial Banking Credit Analyst Intern, Summer 2025
Our Commercial Banking Credit Analyst Internship is an exciting opportunity to learn the fundamentals of commercial lending through credit analysis and risk assessment. This role will make credit decisions and recommendations in accordance with sound credit-granting principles and in compliance with...