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Loan Specialist
loanDepot
Maitland, FL, United States
Job Details - this job has expired, please see similar jobs below
General Purpose:
The Loan Specialist supports the Loan Consultant or Sales Manager in loan origination activities and administrative actions related to serving the clients and borrowers. The Loan Specialist is licensed, however, will not be engaged in personal loan production.
Essential Duties and Responsibilities:
• Qualify prospective borrowers
• Provide estimated worksheets and rate quotes to prospective borrowers
• Meet with borrowers to complete loan application
• Provide a list to borrowers of the items they need for successful loan fundings
• Meet externally with realtors and builders to develop business for assigned Loan Consultant/Sales Manager
• Help facilitate open communication with borrowers and Loan Processors at the branch or in the Corporate office
• Interact with the processing organization and operations to ensure that all files are closed on behalf of assigned Loan Consultant
• Provide daily / weekly status to the Loan Consultant regarding status of all files currently in progress
• Attend any identified mandatory Loan Consultant meetings.
• Assist Loan Consultant / Sales Manager with identified CRM activities
• Comply with organizational standards, polices, and procedure
• Perform other related duties as assigned and required
Education and/or Experience/Licenses and/or Certificates:
• 1-3 years in the financial services industry
• MUST be bilingual in Spanish
• NMLS loan originator license required
• Continuing education classes required by licensing authority
• Continuing training classes required by the company to meet CFPB requirements