Job Title: Loan specialist
Location: St Petersburg, FL
Duration: For 4 months (Opportunity for extension or conversion based on attendance/performance)
Pay Rate : $26.00 per hour
**Must have 3-5 years of experience processing HNW (High Net Worth - (USD)1MM+) loans**
**Experience with Mortgage Cadence POS system background preferred**
**Must be articulate and well-spoken with strong customer service background**
Local candidates only- can work remote 3 days and onsite on Tuesday & Wednesday. Schedule is 8 AM to 5 PM or 8:30AM to 5:30PM
Laptop provided
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
**Experience with Mortgage Cadence POS system background preferred**
- Very professional
- 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
Education:
- Minimum of high School Diploma or GED