Loan Specialist

The Quality Assurance Specialist is a multi-task-oriented position requiring excellent customer service and organizational skills, computer literacy, and attention to detail.

After ensuring the documentation is prepared efficiently and accurately, the QAS must review the documents with our owners and ensure the product the company will deliver is the product that was presented properly to the buyers.

Specific Duties And Responsibilities

• Efficient and accurate preparation of contact documents for all product types including sales, samplers, equity trades, owner reloads, downgrades and conversions.
• Review documents with owners / new owners and ensure signatures are obtained and consistent on all required lines.
• Reinforce the sale with a positive, enthusiastic presentation of the closing.
• Answer questions in confident, competent manner; provide accurate information to owners.
• Ensure every owner confirmation interview is properly recorded.
• Confirm owners leave with all legally required documents and ownership materials and with an understanding and a realistic expectation of ownership.
• Prepare contract package and submit timely to sales accounting.
• Responsible for process that may include contract preparation through booking including follow up calls, rescission cancellations, insufficient funds, tracking reports, SPI notes, correspondence and customer service-related issues.
  
  

Requirements

• 1-year general office experience
• Clerical administrative support, standard office equipment, screening calls, corporate policies and procedures.
• Professional and friendly demeanor.
• Excellent verbal and written communication skills.
• Ability to deal effectively with all levels of the organization.
• Outstanding phone etiquette with the ability to multi-task.