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Loan Processor/Loan Agent
| Details |
Country: USA
Location: CA Campbell
Total applied: 42
Relevant Work Experience: 1+ to 2 Years
Career Level: Entry Level
Education Level: Some College Coursework Completed
Job Type: Employee
Job Status: Full Time
Job Shift: First Shift (Day)
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Loan Processor/Loan Agent
Job Purpose:
Serves customers by preparing mortgage loan requirements.
Duties:
* Prepares mortgage loan file by reviewing loan application; clarifying or obtaining additional information.
* Confirms mortgage loan application information by mailing verification forms; contacting verification sources.
* Obtains mortgage loan documentation by ordering credit report, land survey, building appraisal, title, and related information.
* Identifies mortgage loan application and documentation problems by highlighting deficiencies; notifying mortgage loan underwriter and mortgage loan supervisor.
* Prepares closing statements and informs borrowers by calculating principal and interest payments, and closing costs; forwards information to borrowers.
* Keeps information accessible by sorting, organizing, and filing documents.
* Maintains customer confidence by keeping mortgage loan information confidential.
* Updates job knowledge by participating in educational opportunities; maintaining personal networks.
* Accomplishes bank mission by completing related results as needed.
Skills/Qualifications:
Organization, Thoroughness, Financial Skills, Financial Software, Documentation Skills, Analyzing Information, General Math Skills, Informing Others, Reporting Skills, Research Skills, Financial Diagnosis
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