DLoan Specialist - 2089
Fantastic opening with our San Francisco Client great compensation package!
Description:
As a Loan Specialist, you are responsible for ensuring that all single and multi-family residential and commercial lines/loans are set up, processed & underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities primarily focus on customer care and relationship management.
Duties and Responsibilities:
• Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level
• Review set-up loan files for completeness and identify missing documentation and/or problems
• Analyze each loan file, ensuring the LAW form, loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and client's loan program criteria and are accurately documented
• Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance requirements
• Prepare pre-qualification and/or commitment letters for loan officer review
• Cross train other team members, when applicable
• Perform duties & responsibilities specific to department functions & activities
• Adhere to and comply with the applicable, federal and state laws, regulations and guidance including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.)
• Identify and report suspicious activity to the AML Officer
• Knowledge of The Dodd-Frank Act
Requirements:
• High school diploma required (college degree preferred)
• Extensive work experience in residential processing & underwriting is required, commercial and/or construction loan processing and underwriting preferred
• Advance computer skills are required
• Additional work experience with an emphasis on customer service preferred
Fantastic opening with our San Francisco Client great compensation package!
Description:
As a Loan Specialist, you are responsible for ensuring that all single and multi-family residential and commercial lines/loans are set up, processed & underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities primarily focus on customer care and relationship management.
Duties and Responsibilities:
• Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level
• Review set-up loan files for completeness and identify missing documentation and/or problems
• Analyze each loan file, ensuring the LAW form, loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and client's loan program criteria and are accurately documented
• Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance requirements
• Prepare pre-qualification and/or commitment letters for loan officer review
• Cross train other team members, when applicable
• Perform duties & responsibilities specific to department functions & activities
• Adhere to and comply with the applicable, federal and state laws, regulations and guidance including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.)
• Identify and report suspicious activity to the AML Officer
• Knowledge of The Dodd-Frank Act
Requirements:
• High school diploma required (college degree preferred)
• Extensive work experience in residential processing & underwriting is required, commercial and/or construction loan processing and underwriting preferred
• Advance computer skills are required
• Additional work experience with an emphasis on customer service preferred