Related skills
customer service excel google suite loan processing underwriting๐ Description
- Analyze loan applications, collect documents, and obtain third-party reports.
- Reach out to customers and third parties for documents and updates.
- Serve as primary contact for customers through processing and underwriting.
- Review documents against credit policy to prepare for underwriting.
- Meet and exceed daily and monthly quotas for new application reviews.
- Identify roadblocks or policy issues and coordinate with sales and ops.
- Work with cross-functional teams to meet processing and funding goals.
- Contribute to cross-functional projects, including testing and training.
- Attend and provide feedback in team meetings.
๐ฏ Requirements
- Associate's or Bachelor's degree (preferred) in business or related field.
- 1-2 years as Loan Analyst/Processor, or 2-3 years in mortgage lending.
- Self-starter with a strong desire to learn and grow.
- Strong computer skills, including Microsoft Word and Excel/Google Suite.
- Ability to define problems, collect data, establish facts, and draw valid conclusions.
- Ability to apply technology to help solve business problems.
- Excellent verbal and written skills enabling excellent customer experience.
- Open to giving/receiving feedback, follow a proven process.
- Flexible and able to work in a dynamic environment of rapid change.
๐ Benefits
- Medical, Dental, and Vision Insurance: employee-only coverage; dependents discounted.
- HSA contributions: $1,000 individual / $2,000 dependents.
- Disability and Life Insurance: short/long-term disability; group life and AD&D.
- Remote Work Policy: remote-friendly; setup reimbursement up to $500 and $85 internet/phone stipend.
- Flexible Time Off: manage your own time off with manager approval.
- Paid Leaves: up to 8 weeks medical/caregiver and 12 weeks maternity/paternity; short-term disability.
- 401(k) and Company Match: 100% match up to 3% or $8,000; employer contributions vested.
Meet JobCopilot: Your Personal AI Job Hunter
Automatically Apply to Operations Jobs. Just set your
preferences and Job Copilot will do the rest โ finding, filtering, and applying while you focus on what matters.
Help us maintain the quality of jobs posted on Empllo!
Is this position not a remote job?
Let us know!