Loan Processing Specialist - Remote

Overview

This position guides clients or/and partners through the loan approval process, ensuring a seamless and efficient application experience. Delivers exceptional client service while collaborating effectively with internal teams to facilitate successful outcomes. Maintains accurate records and tracks key performance metrics to support continuous improvement and excellent service delivery.

In Short

• Evaluates the completeness and accuracy of loan applications.
• Provides clients with quotes rates, payments and terms for loans and leases.
• Gathers necessary documentation for loan approval.
• Assists in the preparation of loan files for underwriting.
• Collaborates with outside sales in cultivating client engagement.
• Develops and maintains strong relationships with origination partners.
• Documents client and prospect interactions.
• Reports on standard key performance indicators (KPIs).
• Maintains a comprehensive understanding of loan processes and procedures.
• Effectively communicates risk management strategies.

Requirements

• Associate’s degree in business administration, finance, economics, or related field.
• Comprehensive knowledge of loan and lease products.
• In-depth understanding of industry regulations and compliance standards.
• Proficiency in CRM platforms, particularly Salesforce.
• Strong analytical skills for documenting client interactions.
• Excellent communication and interpersonal abilities.
• High level of self-motivation and resiliency.

Benefits

• Hybrid model – up to 50% work from home.
• Flexible schedules including ample flexibility in the summer months.
• Up to 9% towards 401k.
• Comprehensive benefits package including medical, dental, and vision.
• Vacation, sick leave, holidays, and parental leave.
• Learning and development programs.
• Mentorship programs.
• Professional membership/certification reimbursement.