Job Description

SUMMARY:

• This is a long-term temporary assignment with an immediate start, located in Kearny Mesa. Under the direct supervision of the Supervisor of Real Estate, Loan Specialist performs post-closing tasks such as preparing for imaging, delivery to the servicer, ensuring compliance with approval terms, credit union policies, and governmental regulations
• Assists Funder/Document Drawer to prepare final loan documents for 1st and 2nd mortgages including credit lines
• Assists Loan Processors by ordering title, escrow, appraisals, and other services. Provides quality service to meet or exceed member expectations

RESPONSIBILITIES:

• Assists Loan Processors by ordering title, escrow, appraisals, and other services as needed
• Gathers and organizes vendor reports and borrower information, update computer systems, and completes checklists. Handles routine member contacts
• Prepares funded loan files for member notification and prepares designated files for delivery to investors/sub-servicer per established deadlines
• Prepares files for imaging, follows up for trailing documents for imaging, filing, and shipping to investor
• Maintains various post-closing logs
• Transfers principal loan payments received from member or escrow to sub-servicer forwards Notes / Deeds on paid-in-full loans to sub-servicer upon request and performs file maintenance (image, shred or store) on Collateral Files per procedures
• Prepares final documents for all loan products in an accurate manner meeting necessary timeframes. Coordinates timely delivery schedule with member or signing agent as required
• Handles incoming telephone calls, and answers basic real estate-related questions. Distributes mail and scanned documents daily
• Handles various department needs such as supply orders, approvals for invoices, and minor equipment maintenance

QUALIFICATIONS:

• The experience as acquired from a high school diploma or equivalent, plus 3 or more years of consumer or real estate lending experience in areas such as preparation of loan documents, processing, ordering appraisals, title reports, or providing member service
• Good knowledge of real estate loan terminology, documents, and types of loans
• Organized, ability to work well under the pressure of deadlines
• Ability to communicate effectively orally and in writing
• Ability to use a personal computer, word processing software, and calculator
• Ability to arrive for work on time, follow directions from a supervisor, interact effectively with co-workers, understand and follow policies and procedures and accept constructive criticisms

Company Description

ABOUT JOB TRACKS It's corny, but we call ourselves, "The Matchmakers of the staffing world." We're committed to pairing highly qualified employees in the real estate, title, escrow, and hospitality industries with the most eligible clients. Apply now, and we'll send cupid out on your behalf! REFER A FRIEND = UP TO $300 You get up to $300 and your friend gets a lifetime opportunity. What could be better? We will gladly send you your reward if someone you share our information with is hired. This is a temp-to-hire position.