Loan Processor - Heredia - Auxis

Descripción

Job Summary:

The Loan Processor will be responsible for providing high-quality customer service assistance when responding to emails and loan applications from customers and prospective customers. You will provide accurate and up-to-date answers to prospects and customers, while observing all compliance regulations.

Responsibilities:

• Drive customer obsession through excellent customer service by opening customer applications, reviewing them for completeness and requesting any additional information.

• Review and evaluate client's financial documents (bank statements, pay stubs, award letters) and research financial history.

• Calculate income for Underwriting submission
• Collaborate with Underwriters to process loan applications in an expedited fashion.
• Adhere to work schedule, assigned daily duties, and work activities.
• Attend all mandatory training and meetings
• Ensure compliance with company policies and regulatory requirements

Skills and Experience:

• English – Spanish Language (Oral and writing 80 % or higher), (B2+ or above).
• 1 year of experience in customer service roles and strong analytical skills.

• The resource will work on a flexible schedule. Within our Hours of Operation

• Must be available to work on weekends.

• Must have a high school diploma.
• A genuine interest in working with and helping customers.
• Must be detail-oriented.
• Demonstrated experience in providing high levels of customer satisfaction in the back office field.
• Good presentation and a polite, tactful and friendly character.