Loan Specialist Job at SGS Technologie, Saint Petersburg, FL

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  • SGS Technologie
  • Saint Petersburg, FL

Job Description

Local candidates only- will work onsite Tuesdays, Wednesday and Thursdays and remote on Mondays and Fridays 8 AM- 5 PM or 8:30 AM- 5:30 PM

Opportunity for extension or conversion based on attendance and performance

Experience with Encompass software is a huge plus- department will be transitioning to Encompass in January

**Must have 1-2 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**

Main Duties:

Obtains required third party loan documentation and may process less complex loan applications.

Orders third party services

Verifies loan files and supporting documents for accuracy and completeness. Follows up on missing documentation. Ensures all documentation is completed within a timely manner by the deadline.

Prepares and compiles documents for review and approval.

Will prepare and review disclosures for accuracy

May perform basic loan calculations

Must be able to demonstrate quality level in line with internal compliance audits

Interact with mortgage consultants and third party vendors

Skills:

Very professional

1-2 years of retail mortgage loan processing experience

Experience managing a pipeline of at between 40-50 loans at a time

Understanding of TRID Regulatory Guidelines

Exceptional customer service skills

Technical and/or organizational skills required

Must have experience using Excel and SharePoint

Clear and professional written and oral communications skills for internal and external partners

Ability to multi-task within a fast paced environment

Loan processing and/or closing experience is preferred

Job Tags

Local area, Monday to Friday,

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