Loan Document Specialist
Responsible for supporting processing staff by performing a variety of duties, including validating, and requesting loan documentation in order to ensure timely closing and accuracy in each loan transaction. Work closely with a group of Loan Processors to get loans through swiftly by assisting with third party vendor requests, verifying disclosure compliance, and performing other duties as assigned.
Essential Duties And Responsibilities
- Review mortgage applications and all supporting documentation to ensure information is complete, all signatures are obtained and collect missing information needed from members for the application.
- Set up loan files with initial documents before giving the file to a loan processor for further evaluation
- Perform third party vendor requests, including but not limited to, requesting IRS transcripts, credit supplements, written verifications of employment, flood certifications, title work requests, and ordering property appraisals
- Generate and send out disclosures (Loan Estimates)
- Respond to Loan Processor, Loan Officers, Member requests and assist with Processing tasks
Education, Experience And Qualifications
- High school diploma or its equivalent is required.
- Exceptional customer service skills are required.
- Basic computer skills using Windows-based software, as well as basic Internet skills, are required.
Why Altura? Work-Life Balance
- Vacation (10+ or Minimum Days)
- Sick (8 Days)
- Holidays (11 Days & 1/2 Day Christmas Eve)
- Birthday & Anniversary Day Off
- Specialized Paid Time Off (Jury Duty, Bereavement, etc.)
- Community Volunteer Events
- Social Events & Outings
- Event & Venue Discounts
Wealth Incentives
- Competitive Pay
- Stakeholders
- 401k Dollar-for-Dollar Match up to 6% (after one year of service)
- Business Attire Allowance
- Annual Performance Review & Increase
- Wellness Incentive
- Tuition Reimbursement
- Awards, Recognitions & Incentives
- Free Checking & Savings Accounts
- Discounted Employee Loan Rates
Health And Wellness
- Kaiser and Cigna Medical & Prescription Plans
- Dental & Vision
- Fitness Challenges & Gym Access
- Onsite Wellness Programs
- Medical & Dependent Flex Spending Account
- Life & A&D Insurance
- Employee Assistance Program
- Pet Insurance