Loan Operations Specialist

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This range is provided by Phyton Talent Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$20.00/hr - $26.00/hr

Our Client, a Global Financial Services Firm, is seeking a Loan Specialist in their St. Petersburg, FL location.

• Obtain required loan documentation and assist with processing less complex loan applications
• Order credit verifications and coordinate third-party services
• Track receipt of legal documents and ensure timely follow-up
• Set up and monitor loan and financial ticklers to ensure accuracy and compliance with timelines
• Review loan files and supporting documentation for completeness and accuracy; follow up on missing items
• Prepare and compile documentation for internal review and approval
• Prepare or review required disclosures in accordance with applicable consumer regulations
• Perform basic loan calculations as needed
• Interact with financial advisors, mortgage consultants, banking consultants, and borrowers

• Experience with the Encompass POS system strongly preferred
• Highly professional demeanor
• 3–5 years of experience in retail mortgage loan processing
• Proven ability to manage a pipeline of at least 35 active loans simultaneously
• Strong understanding of TRID regulatory guidelines
• Clear, professional written and verbal communication skills (client-facing role with frequent internal and external interaction)
• Ability to multitask effectively in a fast-paced environment

Associate

Contract

Finance

Financial Services, Banking, and Investment Banking

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