Loan Specialist II

Raymond James


Date: 8 hours ago
City: Saint Petersburg, FL
Salary: $79.9 per year
Contract type: Contractor
Essential Duties And Responsibilities

  • 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

Knowledge, Skills, And Abilities

  • Experience with Encompass POS system
  • 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

This is the pay range that Magnit reasonably expects to pay for this position: $59.92/hour - $79.90/hour

Benefits: Medical, Dental, Vision, 401K

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