Loan processor

Description : Overview :

Overview :

Role supporting Consumer Direct Lending. The individual acts as the primary consumer contact to guide a consumer through the loan origination process after the licensed discussion with a loan officer.

The individual is a key contributor to facilitating efficient and effective processes that support business and customer service objectives.

Responsibilities may be limited within a specific function / channel or across functions / channels within the Mortgage Fulfillment Division (MFD).

Responsibilities :

• Receive inbound calls and make outbound calls to consumers
• Receive inbound text messages (where the consumer has provided express consent) and facilitate outbound text messages to consumers
• Effectively manage a pipeline of up to 75 loans
• Performing routine data entry and validation tasks
• Handling routine calls, emails and / or chat responses with Pennymac employees, consumers & / or authorized 3rd parties
• Monitoring work queues and intervening as needed
• Interacting with multiple departments to expedite processing and / or issue resolution
• Conduct preliminary or basic research in order to accurately resolve and respond to customer inquiries.
• Must request assistance for escalated and / or more complex issues to department associates or supervisors.
• Meet outlined production and quality standards.
• Follow established Policy and Procedures
• Performing other related duties as required and assigned
• Demonstrating behaviors which are aligned with the organization’s desired culture and values

Top Skills Details :

Customer service,Data entry,loan processing,encompass,loan origination

Additional Skills & Qualifications :

Qualifications :

• Mortgage and / or financial services call center experience is a plus
• Bilingual Spanish is a plus (not required)
• General understanding of applicable Federal, State and Local mortgage regulations a plus
• Must be a team player with strong attention to detail and able to work independently
• Proven track record at delivering timely and accurate information in a fast-paced environment
• Excellent critical thinking, problem solving, mathematical skills and sound judgment
• Effective time management skills to deliver work on time
• Capable communicator, written and oral
• Strong negotiation skills with ability to effectively resolve problems
• Demonstrated proficiency with computers and mainstream computer applications (Microsoft, Google, etc.)

About TEKsystems :

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity.

We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia.

As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change.

That's the power of true partnership. TEKsystems is an Allegis Group company.

Last updated : 2024-05-14