Loan Setup Specialist - TruHome Solutions

Duties & Responsibilities

• Retrieve manual loans from SFTP site and board to MSP.
• Ensure all loan related escrow and loan closing checks are received timely from clients.
• Timely audit of required data fields to ensure accurate input into the system.
• Accurate entry of HMDA and ARM related data elements.
• Minimize customer impacts by ensuring accurate and timely setup of new loan files.
• If identified, communicate potential process improvements or procedure updates to team management.
• Develop and maintain positive working relationships by always providing exceptional customer service to both internal and external customers.
• Work with other TruHome departments to ensure the workflow or process is providing the best service to the members.

Requirements

• Data entry experience
• Familiarity with mortgage software applications
• Knowledge of spreadsheet software
• Excellent organizational, analytical, and critical thinking skills
• Ability to manage multiple projects simultaneously and work in a demanding environment with changing priorities
• Ability to self-initiate and work independently without close supervision
• Effective communication skills
• Ability to maintain a high level of confidentiality
• Ability to be bonded

Education/Experience Requirements

• High school diploma or equivalent
• At least 1 year experience mortgage or data entry