Loan Operations & Processing Specialist

To apply, you will only have to fill a short form on our website that will take you less than 5 minutes.

 

Job Title: Loan Operations & Processing Specialist

 

About the Company:

Our client is a financial services firm specializing in transaction advisory and loan servicing.

 

Job Description:

You will support the daily operations of a growing lending program by processing loan requests, entering and verifying loan information, reviewing documentation, and ensuring that all records comply with established underwriting requirements.

 

Responsibilities of the role:

• Process incoming loan requests and enter relevant information into the company's loan management system.

• Review loan applications and supporting documentation to ensure all required information is complete and accurate.

• Verify insurance policy information, including policy status, identifiers, commission amounts, and other relevant details.

• Ensure that submitted policies are active and meet the established underwriting requirements.

• Organize and maintain loan records, ensuring information is properly associated with the correct agency, agent, and policy.

• Upload and manage loan information through internal systems and CSV files.

• Review and monitor policies that are canceled, non-renewed, or otherwise require additional attention.

• Assist with generating reports and maintaining accurate loan portfolio records.

• Coordinate with internal team members to resolve discrepancies or missing information.

• Follow established procedures and weekly processing deadlines.

 

Required Experience and Qualifications:

• At least 1 year of experience in lending, loan processing, loan servicing, underwriting support, or a related financial services role.

• Basic understanding of how loans work and familiarity with lending terminology and processes.

• Experience reviewing financial information and verifying documentation.

• Strong data entry skills and exceptional attention to detail.

• Ability to work with spreadsheets and CSV files.

• Strong organizational skills and ability to follow structured processes.

• Good written and verbal English communication skills.

• Ability to work independently while coordinating with a remote team.

 

Preferred Skills:

• Previous experience with loan management systems.

• Familiarity with Bright (BRYT) or similar loan servicing platforms.

• Experience in insurance-related financial services or insurance commission processing.

• Knowledge of underwriting procedures and loan servicing operations.

 

Personality:

• Detail-oriented and organized.

 

Software & Tools:

• Excel or Google Sheets

• Slack

• Other office tools

 

Schedule:

Full-time position 9-5 EST

The majority of tasks can be completed asynchronously, provided weekly deadlines are met.

 

Salary and Benefits:

• Payment in USD or Local Currency according to candidate's preference.

• Full-time remote opportunity.