Loan Processing Specalist

Loan Processing Specialist

Department: Loan Operations

Location: Remote

Role Type: Full-Time

About Our Client Our client is a well-established financial services provider with a strong history of delivering tailored lending solutions to customers across various industries. They are committed to fostering a collaborative, customer-focused culture, where employees can thrive and make a meaningful impact. With a dynamic environment and a commitment to excellence, the organization values innovation, teamwork, and service integrity.

Job Description The Loan Processing Specialist plays a pivotal role in ensuring seamless loan operations and delivering "best-in-class" customer service. This individual will act as the primary contact for day-to-day customer inquiries and assist in the loan underwriting process by verifying documentation and maintaining compliance standards. The role demands a proactive attitude, attention to detail, and strong organizational skills to support efficient loan processing and enhance customer satisfaction.

In this role, the ideal candidate will:
• Serve as the first point of contact for customer inquiries, delivering exceptional support with a professional demeanor.
• Assist in the loan underwriting process by facilitating the intake of applications and verifying required documentation.
• Collaborate with internal teams, including Sales and Sales Support, to streamline operations and maintain application timelines.
• Maintain accurate loan files and ensure all activities comply with regulatory standards.

Duties and Responsibilities
• Provide outstanding customer service, promptly addressing questions and concerns.
• Facilitate communication between clients and internal departments to ensure smooth loan processing.
• Verify and organize essential documentation, including credit reports and financial statements.
• Schedule loan closings and inspections as needed.
• Create and maintain loan files using tools like Synthesis and SharePoint.
• Conduct compliance-related searches, such as UCC, ITS, and PACER searches, and maintain accurate records.
• Support Area Managers with loan closing and execution of loan documents.
• Assist in preparing and reviewing documentation to ensure adherence to compliance standards.

Required Experience/Skills
• Minimum of 3+ years in a customer relations or similar role, with excellent interpersonal and communication skills.
• Proven ability to manage multiple priorities and tasks effectively in a fast-paced environment.
• Strong attention to detail and accuracy.
• Exceptional organizational and time management skills.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Office 365).
• A proactive problem-solver with a team-player attitude.
• Ability to work efficiently under pressure and meet strict deadlines.

Nice-to-Haves
• Experience in loan operations or financial services.
• Familiarity with compliance requirements and loan underwriting processes.
• Working knowledge of Synthesis or SharePoint.
• Interest or passion for financial services and lending operations.

Education
• Bachelor's degree in Business Administration, Finance, or a related field preferred.

Pay & Benefits Summary
• Competitive salary.
• Comprehensive health benefits.
• 401(k) with employer match.
• Paid time off and holiday schedule.
• Flexible working environment.
• Opportunities for professional growth and development.

Ready to join a team that values collaboration and excellence? Apply today to take the next step in your career as a Loan Processing Specialist!

Loan Processing | Customer Service | Compliance | Loan Underwriting | Financial Services | Microsoft Office | Detail-Oriented | Team Collaboration | Remote Work Opportunity

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