Loan specialist

Revolution Technologies
Petersburg, FL Full Time
POSTED ON 9/26/2024 CLOSED ON 10/7/2024

What are the responsibilities and job description for the Loan specialist position at Revolution Technologies?

Contract - 4 months

Pay rate - 26 / h (not negotiable)

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

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

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

Last updated : 2024-09-26

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