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Loan Specialist II - Mortgage Closer - RJ Bank

Raymond James Financial, Inc. • Saint Petersburg, FL • 9h ago

Essential Duties and Responsibilities

Obtains required documentation and processes more complex loan applications.

Orders credit verifications and third party services.

Tracks receipt of and reviews post closing legal documents.

Follows up on missing documentation.

Verifies loan applications and supporting documents for accuracy and completeness.

Prepares and compiles documents for loan closing.

Prepares or reviews for accuracy, Good Faith Estimates of Closing Costs, Regulation Z disclosures, and other disclosures required by consumer regulation.

Performs initial credit analysis submission via automated underwriting, as requested. Schedules, coordinates loan closings, and clears for disbursement of loan proceeds.

Prepares compliance and accounting records and reports, as required by management and regulatory agencies.

Performs routine loan calculations. Assists customers with moderately complex inquires or problems.

Performs pre-closing, post-closing, or whole loan due diligence review of legal agreements and other closing documents to terms of loan commitment.

Maintains currency in loan processing policies and procedures.

Performs other duties and responsibilities as assigned.

Knowledge of

Intermediate level concepts, practices and procedures of commercial and retail loan processing and documentation.

Basic principles of banking and finance.

Financial markets and products.

Fannie Mae and Freddie Mac Underwriting guidelines.

Working knowledge of TRID (TILA-Respa Integrated Disclosure) and the Closing Disclosure Timing requirements

Experience reviewing Title commitments, Trust Agreements, and POA ("Price on Application" also known as "Price on Asking")

Multi-state real estate, closing, and title practices.

Federal and State lending laws.

Loan origination software packages.

Skill in

Processing more complex loan applications.

Verifying loan applications and supporting documents.

Preparing loan closing packages.

Preparing records and reports.

Performing routine loan calculations.

Operating standard office equipment and using required software applications.

Reviewing and interpreting commercial loan documentation and terms.

Reviewing and interpreting residential and consumer documentation and terms.

Reviewing and personal financial statements and supporting documents.

Ability to

Read, interpret, analyze and apply information from loan application documents

Interpret and apply policies.

Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Communicate effectively, both orally and in writing.

Work independently as well as collaboratively within a team environment.

Handle stressful situations and provide a high level of customer service in a calm and professional manner.

Establish and maintain effective working relationships.

Maintain currency in loan processing policies and procedures.

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