Loan Processing Specialist

Description

The Home Loan Specialist is an entry-level role supporting various channels. As a key contributor, you will help facilitate efficient and effective processes that support business and customer service objectives.

Key Responsibilities:

Perform routine data entry and validation tasks

Initiate third-party orders (title, appraisal, hazard, flood cert, credit, etc.)

Review and validate loan documents, including credit reports, tax documents, and loan applications

Act as the first team to receive and structure loan files, ensuring completeness and accuracy

Communicate effectively with internal teams and external partners

Handle routine calls, emails, and/or chat responses

Monitor work queues and intervene as needed

Perform other related duties as required and assigned

Demonstrate behaviors aligned with the organization’s culture and values

Top 3 Skill Sets:

Loan Structuring & Document Review – Ability to understand and organize loan files, review credit, tax, and income documentation, and ensure compliance with lending guidelines.

Team Collaboration & Communication – Strong interpersonal and communication skills to work effectively across departments and with third-party vendors.

System Proficiency & Financial Acumen – Comfortable using loan origination systems (e.g., Encompass), with a foundational understanding of finance; a finance degree is a plus.

Qualifications:

Additional Skills & Qualifications

Good communication

Attention to details

Experience Level

Entry Level