Under direct supervision, process loans for individuals, trusts, or entities, completing tasks associated with loan approval and closing documents
Job Summary
Under direct supervision, process loans for individuals, trusts, or entities, completing tasks associated with loan approval and closing documents.
Obtain required documentation, order credit verifications, track receipt of legal documents, and verify loan applications for accuracy and completeness.
Assist financial advisors and clients with moderately complex inquiries and problems, and may prepare or review disclosures for accuracy.
Matching Summary
Under direct supervision, process loans for individuals, trusts, or entities, completing tasks associated with loan approval and closing documents.
Skills & Requirements
Must-have
Complex loan application processing
Loan documentation verification
Third-party service ordering
Financial advisor and client support
Nice-to-have
Problem-solving and decision-making
Independent and collaborative work
Calm and professional demeanor
Key Requirements
Minimum two years of loan processing experience
Associate's degree or equivalent experience
Knowledge of Fannie Mae and Freddie Mac guidelines
Familiarity with multi-state real estate practices