The Loan Refinance Specialist will function as a clerical liaison between the loan officer, clients, escrow companies and operational fulfillment support during the process of a home loan refinance.
This role will effectively manage the administrative tasks involved in the full submission and condition gathering requirements of a refinance.
The RLS will not discuss loan terms, interest rates, fees, closing costs or any other functions which require loan originator licensing.
Work with customer to collect all DU/LP/Jumbo upfront conditions prior to submission, and subsequent underwriter requested conditions
Submit all files with an exceptional level of quality
Gather all necessary documentation for the loan approval and closing within the outlined lock period
Meet expected submission and quality goals each month
Ensure proper communication based on each defined stage of the refinance process, while meeting deadlines and administering phone calls or e-mail reminders, to ensure compliance with the lock period of each loan
Provide consistent, quality-controlled method to ensure the smooth and efficient management of all relevant steps necessary to close the refinance
Perform other related duties as required and assigned
Demonstrate behaviors which are aligned with the organization’s desired culture and values
Experience providing value-added customer service in a fast-paced environment
Experience using automated financial and loan tracking systems preferred
Strong communication skills and ability to effectively interact with sales team members
Must be proficient in Excel and Word
Must be a team player with strong attention to detail and ability to work independently
Excellent critical thinking, problem solving, and mathematical skills; and sound judgment
Financial Services and, if possible, mortgage industry experience preferred
Strong business acumen and ability to interface with executive management
1
High School Diploma/GED
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