Job Title: Mortgage Loan Processor

Location: San Diego, CA (Hybrid)

Company: TaliMar Financial

About Us: TaliMar Financial is a leading private real estate debt fund specializing in providing innovative financing solutions for real estate investors and developers. Our team is dedicated to delivering customized financial products and exceptional service to our clients.

Position Overview: We are seeking a motivated and detail-oriented Loan Processor to join our team. The ideal candidate will work closely with our sales and loan officers to manage and coordinate all aspects of the loan application process. The Loan Processor will play a crucial role in our lending operations to ensure a smooth and timely loan approval process through support of the loan underwriting process.

Key Responsibilities

Application Review:

Thoroughly review loan applications for completeness and accuracy. Verify and validate applicant information, ensuring compliance with company policies and regulatory requirements.

Documentation Collection:

Request and gather all necessary documentation from clients, including income verification, credit reports, and other supporting documents. Collaborate with clients to address any missing or incomplete information.

Communication:

Maintain open and clear communication with loan officers, underwriters, and clients throughout the loan processing period. Provide regular updates on the status of loan applications to all stakeholders.

Underwriting Support:

Collaborate with senior underwriters to address any outstanding items or conditions. Assist in preparing files for underwriting review, ensuring all required documentation is in order.

Compliance:

Ensure all loan files adhere to company policies, industry regulations, and compliance standards.

Customer Service:

Provide excellent customer service by addressing client inquiries and concerns professionally and promptly. Guide clients through the loan process, offering support and assistance as needed.

*To be considered, applications must be located in San Diego and willing to work in-office up to 3 days per week*

Qualifications

Bachelor's degree in finance, real estate, business, or a related field (preferred).
Strong analytical skills and attention to detail.
Proven experience as a Loan Processor in a mortgage lending environment.
Proven experience as a Loan Processor in a direct lending environment.
Proficiency in Microsoft Excel.
Excellent communication and interpersonal skills.
Ability to work collaboratively in a team environment.
Detail-oriented with strong organizational and time management abilities.
Ability to manage multiple tasks, prioritize effectively, and meet deadlines.
Detail-oriented mindset with a commitment to accuracy and compliance.
Customer-focused attitude and a demonstrated ability to deliver excellent service.

What We Offer

Opportunities for professional growth and development.
A dynamic and collaborative work environment.
Exposure to a wide range of real estate financing transactions.
Salary range $55,000-70,000 + Performance based bonus.
Comprehensive benefits package including health, dental and retirement plans.
3 weeks of company PTO + 6 paid holidays.

TaliMar Financial

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Mortgage Loan Processor