What are the responsibilities and job description for the Loan Specialist (High-Net-Worth) position at Revolution Technologies?
6 months contract
Pay rate - 23/h-26/h
Local candidates only
Remote 2 days and onsite 3 days
Schedule is 8 AM to 5 PM or 8:30AM to 5:30PM
Laptop provided
**Must have at least 1 year of experience processing HNW (High Net Worth - (USD)1MM ) loans**
**Experience with Encompass POS system background preferred**
**Must be articulate and well spoken with strong customer service background**
Duties
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
Very professional
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
Education: Minimum of High School Diploma or GED
Salary : $23 - $26
