Job Summary 

The Loan Specialist II obtains required loan documentation and may process less complex loan applications.

Essential Duties and Responsibilities

• Orders credit verifications and third party services.
• Tracks receipt of and reviews legal documents.
• Sets up and monitors loan and financial ticklers to ensure accuracy and timeliness of receipt of documents.
• Verifies loan files and supporting documents for accuracy and completeness. Follows up on missing documentation.
• Prepares and compiles documents for review and approval.  
• May prepare or review for accuracy, disclosures required by relevant consumer regulations. 
• May perform basic loan calculations
• Interact with financial advisors, mortgage consultants, banking consultants and the client 

Knowledge, Skills, and Abilities:

• Very professional
• 3-5 years of retail mortgage loan processing experience, including HNW loans
• Experience managing a pipeline of at least 35 loans at a time
• Understanding of TRID Regulatory Guidelines 
• Exceptional customer service skills
• Clear and professional written and oral communications skills (will be 'client-facing' over the phone and will frequently interact with internal and external customers)
• Ability to multi-task within a fast paced environment
• Experience with Encompass POS system background preferred
• Minimum of High School Diploma or GED

This is the pay range that Magnit reasonably expects to pay for this position: $19.50/hour - $26.00/hour

Benefits: Medical, Dental, Vision, 401K