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SGS Technologie · 1 day ago

Loan Associate - Retail Loans (2 Opening)

St. Petersburg, FL

Contract

Hybrid

Entry, Mid Level

2+ years exp

SGS Technologie is a software development and staffing company with two decades of experience in IT services. They are seeking a Loan Associate to assist with processing loan applications and managing documentation in a hybrid work environment.

AnalyticsAppsDigital MarketingInternetSEOSoftwareWeb AppsWeb DesignWeb DevelopmentWeb Hosting

No H1B

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

Qualification

Encompass POS systemRetail mortgage loan processingCustomer service skillsPipeline managementMulti-taskingClear communication

Required

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 be articulate and well-spoken with strong customer service background

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

Very professional

2-7 years of retail mortgage loan processing experience

Experience managing a pipeline of at least 35 loans at a time

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