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Loan Operations Specialist

Independence, Ohio, EE. UU. Sol. nº 162
lunes, 19 de agosto de 2019

The Loan Operations Specialist position is an entry level position that is responsible but not limited to administrative functions of the loan approval process to include post-closing document review and delivery. 

Complete standard tasks

  • Order and confirm 3rd party employment verifications (current and past) to review, compare and verify against provided information

  • Order real estate appraisals or evaluation to ensure closing timeline is met

    • Conventional, FHA and VA

  • Confirm and send lender’s title order request

  • Complete Real Estate contract review – confirm customary fees, title company, seller credits and identify milestones to ensure a smooth transaction

  • Contact Real Estate Agent to confirm licensing information and title company details

Document Processing

  • Manage incoming mail and email folders, including but not limited to scanning, logging and distribution

  • Manage web-based document center to identify a wide spectrum of mortgage documents to label and confirm

  • Manage Document Recognition system to accurately identify and categorize for LOS System


  • Review deeds, mortgages and title policies to ensure correct fees on “Final” Closing Disclosure

  • Scan and overnight original deeds, mortgages and title policies to forward to investor for post-closing

Additional Duties

  • Request Foreign Credit Reports

  • Complete GEO Coding

  • Review and update the system periodically with confirmed details obtained from 3rd parties

  • Work within established regulations and always adhere to industry requirements

  • Any other duties as assigned


  • Knowledge of the mortgage industry is preferred but not required

  • Enthusiastic attitude and thrives in a fast-paced environment

  • Must be able to handle a fluctuating pipeline including daily follow up and prioritization of new tasks

  • Ability to excel in a detail-oriented, deadline-driven environment

  • Strong work ethic with a positive, can-do attitude

  • Excellent written and verbal communication skills

  • Maintain current and fluid knowledge of industry and investor guidelines changes

  • High school graduate mandatory

  • College degree preferred but not necessary

Otros detalles

  • Tipo de pago Por hora
  • Independence, Ohio, EE. UU.