Middle Market Lending Specialist supports middle market lending activities with administrative, analytical, and client support activities. Collects and reviews middle market loan development information and prepares required analysis and documentation. Being a Middle Market Lending Specialist establishes good client relationships and potential for future referrals or cross-sell opportunities by responding to requests for information, answering questions about products, and coordinating other service resources. Performs loan portfolio tracking and generates reports to measure compliance with lending terms and policies. Additionally, Middle Market Lending Specialist keeps abreast of lending products, services, and policies. Typically requires a bachelor's degree. Typically reports to a manager. The Middle Market Lending Specialist occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Middle Market Lending Specialist typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Are you detail-oriented with a passion for finance and customer service? We're seeking a Loan Officer Assistant / Loan Set Up Specialist to join Equitable Lending's dynamic team. In this role, you'll play a crucial part in facilitating the loan process from start to finish, ensuring seamless transactions for our clients.
Responsibilities:
- Review the 1003, pull credit, and complete the loan application.
- Review loan details and terms to ensure accuracy and compliance.
- Communicate with clients to collect necessary loan documents and maintain clear channels of communication throughout the process.
- Ensure accuracy of fees on the loan 1003 application.
- Prepare Loan Estimates for the loan agent to present to clients, upon request from sales.
- Conduct income calculations to assess borrower eligibility.
- Order Verification of Employments (VOEs) as necessary for loan processing.
- Send completed loan files to the processing department for further action.
- Restructure loans for Automated Underwriting System (AUS) approval or alternative options such as Non-Qualified Mortgages (NQM).
Requirements:
- Bachelor's degree in Finance, Business Administration, or related field preferred.
- Previous experience in mortgage lending or financial services highly desirable.
- Strong attention to detail and ability to multitask in a fast-paced environment.
- Excellent communication skills, both verbal and written, with a customer-centric approach.
- Proficiency in loan origination software and Microsoft Office Suite.
- Familiarity with loan processing procedures and regulatory requirements.
- Ability to work collaboratively within a team and independently when necessary.
- Willingness to adapt to changing industry trends and regulations.
If you're ready to take the next step in your career and make a meaningful impact in the world of lending, apply today! Join Equitable Lending in helping individuals achieve their homeownership dreams while fostering financial success.
Compensation:
- $42,000 / Year
- $150 Bonus per funded file
Job Type: Full-time
Pay: From $42,000.00 per year
Benefits:
Schedule:
Experience:
Work Location: In person
Clear All
0 Middle Market Lending Specialist jobs found in Newhall, CA area