Loan Processor

Loan Administrator Job Description

Responsibilities include but not limited to:

Assist loan officer(s) as requested in preparing loan files and assisting customers.

Help customers complete loan applications.
-Review loan application for completeness before giving it to officer.
-Print and or scan documents.
-Gather financials and other documents based upon policies and procedures.
-Pull Credit, SCRA, and MLA to complete loan file.
Run NADA for vehicle loans.
Follow up with customers.

Present loan package to underwriting/ officer:
-Work with underwriting and officer by reviewing loan package for continued completeness and accuracy as it moves through the loan process.
-Work closely with Underwriting and Processing to make sure loan process is smooth and loan is completed in a timely manner to keep customer informed on loan closing.

Sign loan documents with customer:
-Contact customer and arrange either for convenient time of loan closing or email loan documents to customer for electronic signature.
-Fund loan as required.

Assist in customer draw requests:
-Research and prepare draw requests.

Work 90 days and maturing loan reports.
-Work with officer(s) and customers to gather needed information to complete loan renewal in timely manner before loan matures.

Work Officer Ticklers:
-Work officer(s) ticklers, working with officer to collect needed items.
-Update Notice of Security Interest.
-Assist in collecting updates of insurance and paid tax statements.
-Submit loan maintenance requests as needed.
-Assist officers in collecting updated financials per loan policy.

Work Past Due Report:
-Pull Past Due Report weekly (Monday morning) notifying loan admins and loan officers by email.

-Call customers and handle collection calls in a professional manner.
-Alert officer of any issues.

Type customer correspondence:
-Type letters for officer(s) as required or requested.

Pull reports for Executive Assistant:
-Assist Executive Assistant from time to time in pulling GL for President.

Greeting customers and taking incoming calls:
-Watch lobby to make sure customers are greeted and or helped in a timely manner.
-Listen for incoming calls and answer accordingly. Answer calls in a professional manner.

Requirements:
-Entrepreneurial attitude, being flexible and adaptable
-Be able to work in a fast paced and high-pressured environment while maintaining a pleasant attitude.
-Be respectful and helpful to coworkers.
-Self-starter, manage time efficiently and be a problem solver.
-Previous experience in customer service, admin, banking, real estate, or mortgage a plus and preferred

*This is subject to change and may be updated periodically but will be provided to loan admin.