Loan Processor

Job Description

Integral to the booking/boarding process. The goal of this position is to fund new loans successfully, efficiently, and accurately book the new loan into the Underwriting system.

Responsibilities

Review incoming documentation for accuracy.

Prepare funding package for new loans and ensuring automated data quality checks are in place.

Satisfaction of lien requests/processing and insurance policies.

Pull/schedule payments in accordance with the agreement when necessary, such as doc fees and other payments that may apply.

Communicate with sales representatives and lending partners on all deals.

Book/board new loans into appropriate systems.

Deactivate loans sold to our Business Partners.

File documentation or send it to appropriate locations via FedEx.

Verbally confirm loan information with customers.

Prepare/request contract documentation.

Qualifications

Analyze and interpret complex financial data and produce relevant insights and reports.

Detail-oriented with strong organizational skills and the ability to manage multiple tasks concurrently.

Ethical behavior and ability to maintain confidentiality.

Excellent verbal and written communication skills, with the ability to present financial information to key partners.

Proficiency in Salesforce CRM platforms and software

Ability to work independently and in a team environment.

Aptitude to quickly master new software applications and systems used within the organization.

Self-motivated, with the ability to take initiative and work autonomously.

Demonstrates enthusiasm and eagerness to learn.

Experience working in financial analysis or related role, a plus!

Hours, Compensation, & Benefits:

This is a full-time position, approx. 40 hours/week expected.

401k

Salary

Health Benefits

Vacation/Sick Time

Access to Event Tickets to UBS Arena

Full-time