Lend Investors Capital · 1 week ago
Senior Client Relations Specialist
United States
Full-time
Remote
Mid, Senior Level
2+ years expLend Investors Capital is a nationwide private business purpose lender, offering innovative financing solutions to a wide spectrum of real estate investors. The Sr. Client Relations Specialist / Loan Processor serves as the professional customer service point of contact for their assigned loan pipeline, responsible for maintaining and managing a pipeline of files for their full life cycle and providing exceptional customer service to borrowers and business partners.
Financial Services
Responsibilities
Proactively communicate and build positive relationships with our borrowers, business partners, sales team, closing agents, and other internal functions
Proactively follow-up, communicate, and initiate actions in order to finish loan files fast & efficiently
Proactively order, request, and receive loan requirements from vendors, customers, business partners, and closing agents; ensure outstanding loan requirements are received timely, and without delay
Order other program required documents, including but not limited to: credit, background checks, inspections, entity reviews, appraisal reviews, assets, proof of funds, etc. – in order to complete processing requirements
Prepare summaries, complete required checklists, and make clear & factual conversation log notes on each file
On all items received, conduct preliminary review to ensure quality, accuracy, and preliminary validation based on current loan programs, and company policy requirements
Submit validated items& loan documentation received to Credit UW for review and acceptance
Achieve Minimum Productivity requirements: Units funded, #Service times elapsed, Pipeline Conversion, Customer survey results, and Meet Closing on-time expectations
Collect and prepare all necessary documentation for the loan package
Properly file all received and required items for loan retention and delivery
Submit documentation & loan files to the designated Underwriter
Comply & meet all established policies, regulations and legal requirements
Follow-up with clients to verify important information
Ensure loan pipeline is 100% up-to-date and reflects accurate information daily
Use internal reporting and internal tools to drive efficiencies and reduce service times
Ensure all pipeline loans are properly dispositioned and filed accurately
Adheres to approved daily work schedule and achieves attendance standards in order to satisfactorily perform all position requirements
Remains current on changes within the legal, regulatory, economic, competitive, and technology environments that may affect the business
Perform other duties as assigned
Qualification
Required
A minimum of 2 years' experience as a Loan Processor or equivalent role
In-depth knowledge of loan processes, required loan documentation, closing procedures, and the loan process
Good understanding of lending computer software and MS Office
Excellent communication skills, both written and verbal
Good multitasking abilities with outstanding time management skills
Excellent people & customer service skills
Open to learning new technology systems and a paperless environment
Ability to work in a team-oriented environment; and a commitment to providing exceptional customer service
Must take initiative and focus on achievement of position & company objectives
Benefits
Health Insurance – We’ve got you covered! Lend Investors Capital pays 100% of your medical insurance premiums to keep you healthy and stress-free, offering a PPO and HSA plans.
Competitive Compensation – We offer competitive wages that reward your expertise and hard work.
Paid Time Off – Take time to recharge with 3 weeks of paid time off each year.
Paid Holidays – Enjoy 10 paid holidays throughout the year so you can spend quality time with family, friends, or doing whatever you love.
Company
Lend Investors Capital
Lend Investors Capital is a nationwide private mortgage lender specializing in real estate investment financing.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase