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Loan Associate - Retail Loans (2 Opening)

Loan Associate - Retail Loans (2 Opening)

SGS TechnologieSt. Petersburg, FL, United States
4 days ago
Job type
  • Full-time
Job description

SGS Technologies, we are a software development and staffing company that doesn’t simply talk services – we accomplish them. With two decades of experience, we use a combination of latest technological knowledge, future-driven ideas, and specialized skills for multiple forms of IT requirements.

SGS has served numerous clients nationwide in various industries and we want you to be a part of that growth and opportunity!

looking for a Loan Associate (2 Opening) to work on a Contract role, 12+ Months (Role has high Potential to extend OR Convert Full-time) = Hybrid at St. Petersburg, FL 33716 with a Financial Direct Client = only on W2 for US Citizen or Green Card Holders.

Important Notes :

  • Local candidates only- can work remote 2 days and onsite on Tuesday, Wednesday and Thursday. Schedule is 8 AM to 5 PM or 8 : 30AM to 5 : 30PM
  • Laptop provided
  • One round of panel interviews and decision will be made thereafter
  • 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
  • Must Haves :

  • Very professional
  • 2-7 years of retail mortgage loan processing experience
  • Experience managing a pipeline of at least 35 loans at a time
  • 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

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