Loan Specialist

• Process loan applications as assigned
• Handle applicant calls with care, accuracy, and urgency
• Review, validate, and process proof of income and identification documents before decisioning
• Conduct daily phone and email follow-up with applicants whose applications are pending documentation or information
• Review active pipeline applications that receive new applicant documentation or information
• Follow up on applications escalated for Fraud Team review and unanswered within 24 hours
• Adhere to Genesys schedules for breaks, lunches, and assigned activities
• Maintain efficiency, quality, and speed while meeting deadlines and SLAs without increasing risk exposure
• Identify risks, inconsistencies, or fraud indicators and take appropriate mitigating action
• Collaborate with fraud, BPO, and operations teams on processes, procedures, and decisioning
• Identify process gaps and propose solutions to improve workflow, scalability, and performance
• Contribute feedback, trends, and insights to continuous improvement initiatives
• Monitor and respond to Slack updates and follow-up requests
• Attend team huddles, meetings, and scheduled training
• Complete BVS training assignments required by the Compliance Team
• Review QA scorecards and dispute findings as needed

Senior Loan Fulfillment Specialist processing consumer loan applications for Happy Money

Senior Loan Fulfillment Specialist

Senior Loan Fulfillment Specialist processing consumer loan applications for Happy Money, a digital consumer finance company.
Managing documentation, fraud risks, applicant communication, and compliant loan decisioning workflows remotely in the U.S.

• Perform mortgage loan servicing duties involving accurate accounting, settlement, administration, and maintenance of mortgage loans
• Focus on customer service, escrow administration, new loan boarding and quality control, loan maintenance, and/or payment processing
• Develop and maintain Mortgage Loan Servicing procedures
• Identify servicing training needs, develop training materials, and assist with training scheduling and delivery
• Process loan payments and corrections, payoffs, and internal and external customer inquiries
• Administer mortgage loan escrow accounts, including maintenance, monitoring, and payment of taxes and insurance
• Collaborate with Mortgage Loan Servicing leadership to identify, propose, and implement workflow improvements
• Collaborate with functional areas to coordinate procedures, resources, cross-training, and departmental and field communication
• Maintain knowledge of First Interstate Bank policies, investor guidelines, and applicable federal regulations

Mortgage loan servicing specialist maintaining loan accounts for First Interstate Bank

Mortgage Loan Servicing Specialist

Mortgage loan servicing specialist maintaining accounts, payments, escrow, and procedures for First Interstate Bank.
Supporting customers, compliance, training, and workflow improvements across mortgage servicing operations.

• Adhere to workout loan procedures and programs for consumer workout loan applications
• Originate, review, and process workout loan applications and modifications for members experiencing financial hardship
• Review loans and propose modified terms aligned with regulations, policies, and guidelines
• Communicate hardship and modification decisions and mail approval or denial notices
• Educate members and MACU teams on workout loan and modification processes and regulations
• Interpret loans and establish mutual understanding with callers
• Set clear expectations about members' willingness and ability to repay modified terms
• Adhere to quality service standards in call handling, process handling, internal reviews, and compliance reviews
• Record interactions and resolution efforts in Symitar and ALPS
• Comply with federal regulations and credit union guidelines for loan origination and servicing
• Maintain cooperative working relationships with branches, the Service Center, and support teams
• Perform other duties as assigned

Consumer loan modification specialist helping Mountain America Credit Union members manage hardship loans

Consumer Loan Servicing Modification Specialist

Consumer loan modification specialist reviewing hardship applications for Mountain America Credit Union. Proposing compliant terms and guiding members through workout-loan decisions.

• support the full lifecycle of business lending transactions, from post-approval through documentation and closing
• ensure business loans are processed accurately, meet compliance requirements, and move efficiently to funding
• build strong working relationships with bankers, underwriting partners, and external stakeholders
• Partner with the Relationship Team to obtain and review information required for underwriting, documentation
• Set up, process, and monitor documents and files for package completion to meet specifications of a customer request
• Independently prepare data input sheets and provide required information for customer relationships to be boarded on the banks servicing system(s)
• Maintain files with all required documentation for third-party review and prepares files for timely audits
• Work with attorneys and other financial or legal resources to negotiate accurate documents to fully protect the financial institution’s interests
• Responsible for ensuring all closing conditions are met and loans are closed within time frames
• Review and resolve a variety of customer problems/issues regarding bank products and services
• Responsible for GL Certification which includes research, balancing and certification.

Senior Business Loan Specialist managing the post-approval lifecycle of business loans

Senior Business Loan Specialist – Post Approval

Senior Business Loan Specialist at Columbia Bank managing post-approval lifecycle of business loans. Building relationships and ensuring compliance throughout documentation and closing process.

• Responsible for performing advanced eligibility, documentation, and risk reviews for mortgage loans.
• Evaluates complex borrower scenarios and validates compliance with agency requirements.
• Provides guidance to internal stakeholders on loan eligibility and documentation requirements.
• Performs comprehensive eligibility reviews for various mortgage transactions and evaluates borrower risk profiles.
• Accurately inputs and validates loan data, identifying and resolving documentation deficiencies.
• Serves as a point of escalation for complex eligibility questions and works with various teams to resolve issues.
• Maintains expert-level knowledge of mortgage product guidelines and assists teams in loan evaluations.

Sr Loan Eligibility Specialist responsible for mortgage loan eligibility reviews

Senior Loan Eligibility Specialist

Sr Loan Eligibility Specialist performing advanced eligibility reviews for mortgage loans. Evaluating borrower scenarios and ensuring compliance with mortgage guidelines.

• Support role with a wide-ranging knowledge of Commercial Servicing to ensure customer SLAs are met efficiently and accurately.
• Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined.
• Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience.
• Achieve productivity and quality metrics expectations within each servicing function performed.
• Demonstrate and appropriately apply a working knowledge of expansive commercial loan portfolio, legal requirements, Fifth Third Bancorp Commercial Loan policies, State and Federal Laws and Regulations.
• Assist with ad hoc requests related to Internal/External Audits, SOX Testing, Issue resolution, RCSA, Business Controls testing, and Remediations.
• Proficient at reviewing legal documentation in order to validate and process requested adjustments.
• Thorough understanding and responsible for compliance of SBA operational policies.
• Assist other commercial servicing teams during peak volume.
• Coordinate all wire initiation for the Servicing department.
• Strong customer service skills with both internal and external customers
• Review operational procedures and methods and recommend changes for improvement with an emphasis on automation and efficiency.
• Gain a strong understanding of multiple systems, AFS, ACBS, Real Synergy, ACE, Filenet, Mobius, CRM, Microsoft products
• Ensure accurate processing of complex transactions on high dollar loans with potential for high level customer and bank impact.
• Serve as a contact for escalated commercial customer research and resolution requests, in addition to handling highly complex customer or operational issues.

Support role ensuring customer SLAs are met efficiently and accurately in Commercial Loan Servicing.

Commercial Loan Servicing Specialist

Support role ensuring customer SLAs are met efficiently and accurately in Commercial Loan Servicing. Demonstrating knowledge of commercial loan portfolios and compliance with policies and regulations.

• Lead post-close servicing and portfolio management activities for moderately complex to complex commercial loans, ensuring accuracy, timeliness, and compliance with regulatory requirements, policies, and service-level expectations.
• Analyze, validate, and maintain loan, collateral, covenant, and customer data within systems of record to support operational accuracy and risk management.
• Partner with Credit, Sales, Operations, Legal, and other stakeholders to ensure documentation, negotiated terms, and servicing activities align with business and compliance requirements.
• Identify, assess, and escalate credit, operational, servicing, and documentation risks; recommend solutions and drive resolution of complex issues.
• Serve as a key escalation point, delivering clear communication and executing effective problem resolution to support client and business needs.
• Monitor quality and performance metrics, identify process improvement opportunities, and contribute to operational efficiency and control enhancements.
• Exercise sound judgment and independent decision-making while adhering to governance standards, risk management principles, and established procedures.
• Champion consistent execution of the Portfolio Execution operating model, supporting the adoption of new processes, tools, and best practices.
• Collaborate effectively across teams to achieve business objectives, drive accountability, and deliver high-quality results.

Commercial Loan Closing Specialist leading portfolio management for Wells Fargo's banking division

Commercial Loan Closing Specialist

Commercial Loan Closing Specialist ensuring compliance and accuracy in servicing complex commercial loans for Wells Fargo. Collaborating across teams for effective problem resolution and operational efficiency.

• Manage the end-to-end processing of mortgage loan applications, ensuring all necessary documents are collected and reviewed for accuracy.
• Collaborate with loan officers, underwriters, and processors to facilitate a smooth and efficient application process.
• Oversee the organization and maintenance of loan files, ensuring compliance with regulatory standards and company policies.
• Act as a primary point of contact for clients, providing updates on the status of their loan applications.
• Monitor and manage the loan pipeline to track the progress of applications and meet closing deadlines.
• Conduct quality assurance checks to minimize errors and ensure accuracy in loan documentation.

Loan Specialist at NEO Home Loans managing mortgage applications and client communications

Loan Specialist at NEO Home Loans processing mortgage applications and collaborating with clients and stakeholders. Ensuring regulatory compliance and providing updates on loan application status.

• This position is responsible for the loan processing (packaging and closing) of all SBA and USDA loans.
• Work closely with the SBA Lending Team, attorneys, third-party vendors, and other internal departments to process, close, and manage the SBA relationships with the highest degree of SBA loan program compliance.
• Provide administrative support relative to SBA loan origination and closing process and spearhead communication with clients, borrowers, brokers, government entities, and other third parties exercising discretion and judgment.
• Manage the Commercial Loan Pipeline (CLP) record after the initial entry by the Relationship Manager, and monitor and update status through each phase of process.
• Assist in the collection and review of required application and financial documents to establish the SBA Borrower Checklist.
• Responsible for maintaining the SBA Client File in accordance with the Bank's file folder structure and ensuring documentation is saved to the appropriate subfolders using the Bank's established naming conventions.
• Draft, review, and manage the SBA Borrower Checklist, SBA Forms including Forms 1919 and 159, Loan Authorizations, ETRAN Terms and Conditions, and Loan Commitment Letters.
• Ensure loans are closed in compliance with the Bank's and SBA's policies and procedures.

Senior Loan Packaging & Closing Specialist managing SBA and USDA loan processing

Senior Loan Packaging & Closing Specialist

Senior Loan Packaging & Closing Specialist responsible for SBA and USDA loan processing. Collaborating with internal teams to ensure compliance and manage client relationships.

• Overseeing and managing the entire commercial loan closing process.
• Provide leadership and guidance to deal teams.
• Handle intricate and high-value commercial real estate loan transactions.
• Ensure strict adherence to regulatory requirements throughout the loan closing process.
• Address and resolve complex lending issues that may arise during the closing process.
• Order and review due diligence such as flood determinations and insurance.
• Prepare closing statements and necessary forms to book loan on the system of record.
• Train and mentor junior loan closers.

CRE Loan Closing Specialist managing complex commercial loan transactions

Senior CRE Loan Closing Specialist

CRE Loan Closing Specialist overseeing the loan closing process for commercial real estate transactions. Ensuring compliance and accuracy while leading deal teams and collaborating with stakeholders.

• Service mortgage accounts to ensure all bankruptcy activities are processed in compliance with all state and federal laws while maintaining compliance with Investor, Insurer, Agency, and company guidelines
• Conduct a complete review of files to ensure all bankruptcy time frames have been met
• Manage bankruptcy proceedings on assigned cases by interacting and instructing various parties such as mortgagors, attorneys, investors, insurers, trustees, appraisers, and any other party involved with bankruptcy
• Monitor activities by reviewing bankruptcy proceedings, records, and time frames, in addition to working all system/database activities throughout the bankruptcy process
• Diligently follow up on all outstanding requests and telephone calls from internal and external partners
• Audit accounts for expense compliance and ensure proper application to system of record
• Perform required research on loans with questionable items such as the application of payments, proper notification, and any other situation that may arise
• Diligently follow up on all outstanding requests and telephone calls from internal and external partners
• Manage exception reporting used as key controls for minimizing risk

Loan Servicing Specialist managing bankruptcy processes for mortgage accounts

Loan Servicing Specialist – Bankruptcy

Loan Servicing Specialist ensuring compliance in bankruptcy processes for mortgage accounts. Managing interactions with various stakeholders while adhering to state and federal regulations.

• Lead a variety of servicing activities for complex commercial products
• Serve as primary liaison and work collaboratively with Sales, Legal, Control and Risk, Technology, and various Operations and company teams as necessary to progress customer-focused needs
• Review and negotiate complex loan servicing transactions, evaluate risks, and devise strategies to mitigate risks and identify procedural modifications
• Serve as an escalation point in the resolution of client issues
• Conduct quality reviews and monitor key performance metrics as related to efficiencies and effective processes
• Coordinate servicing activities to resolve open customer issues, loan and regulatory diligence and on-going portfolio maintenance; interact with internal and external customers
• Evaluate and upload data into the systems of record
• Research complex business and operational decisions
• Ensure compliance with all policies, procedures, and regulatory requirements
• Strategically collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals; may contribute to strategic initiatives and projects
• Make decisions in complex and multi-faceted situations requiring solid understanding of the function, policies, procedures, and compliance requirements that influence and lead broader work team to meet deliverables and drive new initiatives

Lead Commercial Loan Servicing Specialist managing complex servicing activities

Lead Commercial Loan Servicing Specialist

Lead Commercial Loan Servicing Specialist in Wells Fargo's Commercial Banking Operations. Overseeing complex servicing activities and collaborating with internal teams to meet customer needs.

• Take ownership of all tasks and challenges in assigned position
• Create and generate the Closing Disclosure and mortgage closing documents
• Review documents for loan funding and ensure loans meet all requirements and regulations
• Maintain compliance with SouthState Bank Corporate Code of Conduct and Ethics and all regulatory requirements
• Obtain all required information to complete the Closing Disclosure (CD) and deliver it within required timeframes
• Perform Mavent run, review and clear as necessary
• Communicate with settlement agents/attorneys and review title requirements and exceptions
• Review documentation in the loan system or enter data into the loan system
• Prepare closing instructions and review required loan documentation and Closing Disclosure for accuracy

Mortgage Senior Closing Specialist handling closing documents and regulatory compliance

Mortgage Loan Closing Specialist

Mortgage Senior Closing Specialist managing mortgage closing documents and compliance for various loan types. Ensuring accuracy and adherence to legal regulations while supporting team efforts.

• Reviewing and organizing all necessary documentation to finalize complex commercial loan transactions
• Ensuring accuracy, compliance with regulations, and facilitating with various parties involved
• Initiating and driving the loan closing process while managing and expediting complex and concurrent processes
• Handling intricate and high-value commercial loan transactions
• Ensuring strict adherence to regulatory requirements and industry standards throughout the loan closing process
• Addressing and resolving complex lending issues
• Training and mentoring junior loan closers
• Identifying opportunities to enhance efficiency in the loan closing process
• Engaging with clients, lenders, and legal teams to facilitate communication throughout closing stages
• Assessing potential risks associated with commercial loan transactions
• Implementing quality control measures to guarantee accuracy of loan documentation
• Participating in strategic decision-making related to commercial loan operations

Commercial Loan Closing Specialist Sr. overseeing complex loan transactions at Huntington

Senior Commercial Loan Closing Specialist

Commercial Loan Closing Specialist Sr. overseeing complex loan transactions at Huntington while ensuring accuracy and compliance with regulations. Collaborating with stakeholders and managing junior loan closers for effective process completion.

• Gathers and prepares loan documents to be passed at the closing of the loan
• Establishes, maintains, and updates files, databases, records, and/or other documents pertaining to the financial transaction records
• Arranges and prepares loan documents to help ensure collectability of the loan
• Ensures that all required documents, forms, and agreements are collected and accurate
• Completes all tasks in compliance with federal and state rules and regulations and company policies
• Ensures the loan is properly funded in accordance with the loan closing statement
• Properly files and stores loan and supporting documents in compliance with retention guidelines and company policies and procedures
• Obtains and records data points needed to monitor and report compliance with various regulations, including, but not limited to, the Bank Secrecy Act (BSA), Community Reinvestment Act (CRA), and Home Mortgage Disclosure Act (HMDA)

Loan Documentation Specialist assisting in preparing and processing loan documents

Loan Documentation Specialist – Pre Close

Loan Documentation Specialist supporting lending staff in preparing and processing essential loan documents for various types of loans. Ensuring compliance with regulations and proper documentation handling.

• Provide Service Excellence to members during all aspects of the loan origination process for Consumer Loans and Mortgages
• Answer inbound phone calls in a high-volume contact center
• Efficiently assist members with inquiries about DCU loan products, the application process and other calls related to loan questions
• Proficiently originate and process consumer loan applications for automobiles, personal loans, and credit cards
• Review credit reports and determine loan eligibility through automated underwriting and/or Loan Officer review
• Review required applicant documentation including income verification, purchase agreements etc.
• Adhere to borrower/lender compliance requirements and DCU’s internal policies and procedures
• Complete required trainings on compliance, DCU products/services and lending guidelines
• Support DCU’s Success Sharing Goals by referring and cross selling other DCU products and services
• Achieve job expectations for schedule adherence, call efficiency, sales goals and other metrics
• Soon become registered through the Nationwide Multistate Licensing System to obtain Mortgage Loan Originator licensing
• Answer general questions for and originate Mortgage and Home Equity applications
• Participate in performance development by being receptive to constructive coaching feedback from Assistant Managers, Performance Leads and Senior Specialists
• Foster teamwork and strive to strengthen relationships between the Information Center Staff and staff in DCU’s support departments
• Accurately process transactions, file maintenance and all other member requests
• Make process improvement recommendations in an effort to improve the efficiency of operations in the Information Center and/or other areas of the Credit Unions
• Perform other job-related duties as assigned or requested.

Loan Specialist providing service excellence in loan origination process for DCU

Information Center Loan Specialist I

Loan Specialist providing service excellence in loan origination process for DCU. Assisting members with inquiries and loan applications in a remote contact center environment.

• Receives and purchases loans from third party lenders
• Reviews loans to ensure compliance with bank, regulatory and investor guidelines and customer service standards and determine acceptability
• Communicates with lenders, staff, title companies, etc. to resolve outstanding items in order to obtain all necessary documentation and ensure completeness and accuracy
• Delivers loan packages in a timely manner to Secondary/Pooling Unit for sale on Secondary market
• Packages and submits government loan files to HUD/VA for insurance/guaranty
• Prepares required disclosure information within designated time frames ensuring compliance with all regulations

Mortgage Loan Purchase Specialist handling loans from third party lenders

Mortgage Loan Purchase Specialist

Mortgage Loan Purchase Specialist handling loans from third party lenders at U.S. Bank. Communicating with various entities to ensure compliance and timely loan packaging.

• Supports the Commercial Loan Officers in driving the closing process for commercial loan products
• Responsible for integrity of loan closing, due diligence, documentation, compliance, booking to system of record
• Acts as a control point ensuring adherence to bank policies and procedures and compliance with legal and regulatory requirements
• Serve as a liaison with internal and external parties including operations, risk, and compliance, in-house and outside counsel
• Orders and reviews due diligence and coordinates review with respective banker, outside counsel and title company
• Completes funding, ensures all fees are collected and prepares forms necessary to book loan on system of record
• Responsible for clearing any outstanding post-closing items and collateral exceptions
• Manages closing checklist and files according to Business Segment standards
• Requests and reviews closing documents to ensure they conform to credit approval and bank policies prior to closing
• Keeps informed of changes that may impact assigned work functions and processes.
• Follows or establishes effective controls and processes to ensure compliance is adhered to on an ongoing basis.
• Performs other duties as assigned.

Commercial Loan Closing Specialist supporting loan processes at Huntington Bank

Commercial Loan Closing Specialist supporting the loan closing process and ensuring compliance with bank policies. Collaborating with various parties to manage documentation and funding of loans.

• Responsible for daily input of loan applications submissions from wholesale brokers into internal loan origination system.
• Perform all duties in accordance with company policies and procedures and all state and federal regulations.
• Receives loan applications submissions from wholesale brokers either by electronic data file or hard copy file.
• Enter or verifies information into loan origination system.
• Reviews new loan documentation to assure accuracy.
• Submits file to Wholesale Account Manager for processing.
• Assists departmental support staff when necessary

Input loan applications for wholesale brokers in a remote role

Loan Set-Up Specialist, Wholesale II

Input loan applications from wholesale brokers into the loan origination system. Review documentation, verify accuracy, and assist with processing as part of a remote operations team.

• Assists in all aspects of loan draw processing for residential homebuilder and commercial construction borrowers.
• Reviews client draw requests and ensures requests are in line with internal and external regulations prior to processing the release of funds to clients.
• Engages with external vendors including third-party inspectors, surveyors, and title companies to gather project data.
• Inputs data into the draw monitoring system.

Construction Draw Specialist managing loan draw processing for residential and commercial borrowers

Construction Loan Draw Specialist

Construction Draw Specialist managing loan draw processing for residential homebuilders and commercial construction borrowers. Engaging with vendors and ensuring compliance with regulations.

Loan Specialist jobs in United States

See all jobs on JobTailor

Senior Loan Fulfillment Specialist

Mortgage Loan Servicing Specialist

Consumer Loan Servicing Modification Specialist

Senior Business Loan Specialist – Post Approval

Senior Loan Eligibility Specialist

Commercial Loan Servicing Specialist

Commercial Loan Closing Specialist

Loan Specialist

Senior Loan Packaging & Closing Specialist

Senior CRE Loan Closing Specialist

Loan Servicing Specialist – Bankruptcy

Lead Commercial Loan Servicing Specialist

Mortgage Loan Closing Specialist

Senior Commercial Loan Closing Specialist

Loan Documentation Specialist – Pre Close

Information Center Loan Specialist I

Mortgage Loan Purchase Specialist

Commercial Loan Closing Specialist

Loan Set-Up Specialist, Wholesale II

Construction Loan Draw Specialist