Loan Operations Specialist
hace 3 semanas
**Company Overview**
Ingepsy is an innovative membership community that connects international talent with leading US-based businesses. Our mission is to bridge the gap between global professionals and top American companies, fostering a world of career opportunities.
**Job Description**
We are seeking a highly skilled Loan Associate to support our loan processing team. As a Loan Associate, you will manage critical tasks for efficient loan operations, ensuring smooth and seamless transitions throughout the pipeline.
**Key Responsibilities**
Customer Interaction
- Handle high volumes of phone calls in English and Spanish, addressing inquiries and troubleshooting mortgage-related issues with a sense of urgency.
- Communicate effectively via email and phone with all stakeholders, leveraging a strong sense of urgency to resolve customer issues quickly.
Pipeline Management
- Assist in managing the loan processing pipeline, collecting and organizing client documents.
- Facilitate the seamless transition of loan files to subsequent stages.
Administrative Tasks
- Order necessary documents relating to the loan and upload them to the CRM once complete.
- Ensure loan files meet established checklists.
- Calculate income using standardized documentation.
System Management
- Maintain upkeep on an hourly basis, consistently keeping CRM and loan platforms up to date.
**Qualifications and Experience**
- Languages: Fluent in English and Spanish.
- Experience: Background in mortgages, underwriting, accounting, or call center customer service.
- Technical Skills: Proficiency in G-Suite and Microsoft Office.
- Other Skills: Excellent communication, attention to detail, strong time management, proactive approach, and ability to prioritize urgent tasks.
**Salary Range**: $1,800 USD per month (up to 1800 USD), based on location and experience.
**Benefits**: Ingepsy offers a competitive salary range, providing a unique opportunity to grow your career while connecting with top US-based businesses.
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