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
Apply Now
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
Apply Now