What are the responsibilities and job description for the Loan Specialist position at SGS Technologie?
Local candidates only- will work onsite Tuesdays, Wednesday and Thursdays and remote on Mondays and Fridays 8 AM- 5 PM or 8:30 AM- 5:30 PM
Opportunity for extension or conversion based on attendance and performance
Experience with Encompass software is a huge plus- department will be transitioning to Encompass in January
**Must have 1-2 years of experience processing HNW (High Net Worth - (USD)1MM ) loans**
**Experience with Mortgage Cadence POS system background preferred**
**Must be articulate and well spoken with strong customer service background**
Main Duties:
Obtains required third party loan documentation and may process less complex loan applications.
Orders third party services
Verifies loan files and supporting documents for accuracy and completeness. Follows up on missing documentation. Ensures all documentation is completed within a timely manner by the deadline.
Prepares and compiles documents for review and approval.
Will prepare and review disclosures for accuracy
May perform basic loan calculations
Must be able to demonstrate quality level in line with internal compliance audits
Interact with mortgage consultants and third party vendors
Skills:
Very professional
1-2 years of retail mortgage loan processing experience
Experience managing a pipeline of at between 40-50 loans at a time
Understanding of TRID Regulatory Guidelines
Exceptional customer service skills
Technical and/or organizational skills required
Must have experience using Excel and SharePoint
Clear and professional written and oral communications skills for internal and external partners
Ability to multi-task within a fast paced environment
Loan processing and/or closing experience is preferred
