Collateral Loan Reviewer

Collateral Loan Reviewer I (Mortgage Assumptions Support)

Hybrid – Pensacola, FL (3 days onsite)

Schedule:

Monday–Friday | 8:00 AM – 4:30 PM CST

We’re seeking a highly professional, detail-driven individual accustomed to working in structured, deadline-oriented environments—such as financial services, banking, insurance, or other high-volume operations. This role requires strong judgment, composure, and precision while managing sensitive borrower situations and complex loan documentation. You will serve as a critical point of contact guiding members through mortgage assumption and ownership transfers, ensuring accuracy, compliance, and a seamless experience from initial inquiry through closing.

• Manage a high-volume pipeline of 15–20+ inbound calls daily, along with outbound follow-up communications
• Serve as the primary contact for members navigating mortgage assumptions and ownership changes
• Maintain strict attention to detail while documenting interactions and updating loan systems in real time
• Balance competing priorities in a deadline-driven environment with measurable productivity expectations
• Partner with processors and examiners to review, validate, and move files efficiently through the pipeline
• Track applications end-to-end, ensuring timely progression and adherence to established timelines and service standards

• Transfer of ownership following a borrower’s passing
• Divorce-related loan assumptions or title changes
• Property transfers involving trusts, estates, or legal entities

• Analyze and review legal and financial documents (deeds, trusts, powers of attorney, probate documentation)
• Validate ownership and Successor in Interest eligibility
• Ensure adherence to investor guidelines, regulatory standards, and internal controls
• Identify discrepancies, elevate risk where appropriate, and maintain audit-ready documentation

• Experience in high-volume, deadline-driven environments (financial services, mortgage, banking, insurance, or similar)
• Strong ability to manage multiple priorities while maintaining accuracy and compliance
• Professional phone presence with the ability to communicate clearly and confidently
• Proven track record of task management, organization, and follow-through

• Experience in finance, mortgage servicing, underwriting support, or document review
• Comfortable working in environments with performance metrics, SLAs, or production expectations
• Demonstrated ability to remain composed and professional in complex or high-pressure situations
• Detail-oriented with a strong sense of accountability and ownership over your work
• Self-starter mindset with the discipline to manage workload independently while contributing to team goals

Contract to Hire, Pensacola, FL

Pay range: $27.65 - $27.65/hr

Benefits may include:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Hybrid position in Pensacola, FL

Position anticipated to close on Jun 15, 2026

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.