Loan Specialist II 35823400

Pitisci & Associates

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Loan Specialist II 35823400

Saint Petersburg

IDj-37525Posted 3/18/2025

Loan Specialist II

W2 Contract

Hybrid

St. Petersburg, FL

Requirements:

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
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

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
Experience with Encompass POS system background preferred**

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