What are the responsibilities and job description for the Loan Specialist II position at Raymond James Financial, Inc.?
Essential Duties and Responsibilities
- Obtains required loan documentation and may process less complex loan applications.
- Orders credit verifications and third party services.
- Tracks receipt of and reviews legal documents.
- Sets up and monitors loan and financial ticklers to ensure accuracy and timeliness of receipt of documents.
- Verifies loan files and supporting documents for accuracy and completeness. Follows up on missing documentation.
- Prepares and compiles documents for review and approval.
- May prepare or review for accuracy, disclosures required by relevant consumer regulations.
- May perform basic loan calculations
- Interact with financial advisors, mortgage consultants, banking consultants and the client
Knowledge, Skills, and Abilities:
- Experience with Encompass POS system background preferred**
- Very professional
- 3-5 years of retail mortgage loan processing experience
- Experience managing a pipeline of at least 35 loans at a time
- Understanding of TRID Regulatory Guidelines
- Exceptional customer service skills
- Clear and professional written and oral communications skills (will be 'client-facing' over the phone and will frequently interact with internal and external customers)
- Ability to multi-task within a fast paced environment
- Minimum of High School Diploma or GED
This is the pay range that Magnit reasonably expects to pay for this position: $00.00/hour - $00.00/hour
Benefits: Medical, Dental, Vision, 401K
QUALIFICATION/LICENSURE
Work Authorization : Green Card, US Citizen, Other valid work visa
Preferred years of experience : 3 years
Travel required : No travel required
Shift timings :
