Loan Processing Assistant

Loan Processing Assistant - Irving, TX
 

Agility 360 is searching for Loan Processing Assistant for a contract to perm position with our growing client.The Loan Processing Assistant will support the Senior Loan Processor by obtaining and managing third-party documentation for loan files. Responsibilities include ordering appraisals, tax transcripts, condo documents, and insurance updates; verifying employment; collecting borrower payment details; and ensuring all forms are accurate and compliant with client's and investor's requirements. The role also involves uploading results, tracking payments, and performing additional tasks as assigned by management.

Job Responsibilities:

• Assist the Senior Loan Processor with obtaining third party documentation for the loan file.
• Order appraisals of the subject property.
• Obtain borrower credit card information and place orders.
• Follow up with any order issues and keep the Loan Processor informed.
• Order tax transcripts and ensure accuracy of the 4506T form.
• Retrieve results and ensure they are complete and uploaded for review.
• Order condo documentation and review HOA contact.
• Follow up with HOA for additional items needed.
• Upload completed documents for review.
• Order verbal and written verification of employment and complete verification forms.
• Order updated hazard and/or flood insurance policies.
• Ensure proper verification of credit card charges for any third party orders.
• Track payment details and receipts for management.
• Review and ensure all documentation is complete, accurate, verified, and compliant.
• Perform any additional duties assigned by management.

Experience:

• High School Diploma or GED Equivalent required.
• Excellent interpersonal, verbal, and written communication skills.
• Strong customer service skills with the ability to build rapport quickly.
• Technology savvy with experience in email platforms.
• High level of accuracy and attention to detail.
• Excellent time management skills and ability to organize, prioritize, and handle multiple tasks simultaneously.
• Mortgage experience is a plus but not required.
• Working knowledge of Encompass is preferred

Job Details:

• Contract to Perm role with a growing lender
• Schedule: Hybrid (M-Th: in office, F: remote)
• Location: Irving, TX 75039
• Pay range: depending on experience
• Employment is contingent on passing a background check and drug screening