Loan Consultant

(US citizens and Green Card Holders and those authorized to work in the US are encouraged to apply. We are unable to sponsor H1b candidates at this time.)

Job Description:

Summary:

The Loan Processor is responsible for managing the intake, documentation, and preparation of loan files to ensure they are complete, accurate, and ready for underwriting review. This role plays a critical part in driving efficiency across the lending process by proactively identifying missing information, coordinating third-party requirements, and supporting the underwriter in clearing conditions.

The ideal candidate is highly organized, detail-oriented, and capable of managing multiple loan files in a fast-paced environment while maintaining a high standard of accuracy and communication.

Job Description:

• Collect, review, and organize documentation to ensure completeness and accuracy prior to underwriting submission
• Prepare loan files in accordance with internal policies and underwriting guidelines
• Identify and resolve documentation gaps, inconsistencies, or errors
• Review underwriting conditions and coordinate with relevant parties to obtain required documentation
• Support underwriter by maintaining clean, well-documented files and responding to follow-up requests

• Order and track third-party services (i.e., appraisals, credit reports, judgement and lien searches, UCCs)
• Ensure all external documentation is received, reviewed, and uploaded in a timely manner
• Maintain an organized pipeline of active loan files, ensuring all deadlines are met
• Proactively follow up on outstanding items to prevent delays
• Communicate status updates to stakeholders and accelerate risks or delays, as necessary

• Ensure loan files meet internal standards, bank requirements, and audit readiness
• Maintain accurate and complete records
• Adhere to all company policies, procedures, and confidentiality requirements

• Bachelor’s degree in finance, business, or related field preferred
• 2+ years of experience in loan processing, underwriting support, banking, or financial services
• Strong attention to detail and commitment to accuracy
• Excellent organizational and time management skills
• Ability to manage priorities and meet deadlines in a fast-paced environment
• Strong communication skills, both written and verbal
• Working knowledge of loan documentation and underwriting processes
• Proficiency in Microsoft Excel, Word, and document management
• Experience working with invoices, reconciliations, and billing processes
• Problem analysis and problem-solving skills

A reasonable, good faith estimate of the minimum and maximum annual salary for this position is $60,000 to $60,000 with full ben