SGS Technologies, we are a software development and staffing company that doesn’t simply talk services – we accomplish them. With two decades of experience, we use a combination of latest technological knowledge, future-driven ideas, and specialized skills for multiple forms of IT requirements.
SGS has served numerous clients nationwide in various industries and we want you to be a part of that growth and opportunity!
looking for a Loan Specialist II (2 Opening) to work on a Contract role, 12+ Months (Role has high Potential to extend OR Convert Full-time) = Hybrid at St. Petersburg, FL 33716 with a Financial Direct Client = only on W2 for US Citizen or Green Card Holders.
Important Notes:
• 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 Encompass POS system background preferred**
**Must be articulate and well-spoken with strong customer service background**
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
Must Haves:
**Experience with Encompass 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
Minimum of High School Diploma or GED
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