Descripción de la oferta

Requisitos

  • Sin Experiencia
  • Sin estudios
  • Salario a negociar
  • Puebla

Descripción

We are searching for an experienced and highly-analytical Loan Processor to conduct assessments of business and individual loans. You will act as the liaison between potential clients and our growing financial institution, conducting client evaluations, researching credit records, and preparing loan package documentation.


In this position, your chief goal will be to help eligible applicants obtain loans in a timely and professional manner while protecting our institution's credibility. The successful candidate will demonstrate an in-depth knowledge of relevant rules and regulations. You should also have strong attention to detail with excellent communication and interpersonal abilities.


Responsibilities:


Collect and prepare all necessary documentation for the loan package.


Research applicant credit status and current financial position.


Prepare and maintain all paperwork for existing and new loans, including loan disclosures.


Create repayment plans.


Complete loan contracts and ensure clients are kept informed of the rules and requirements.


Work with clients to establish their needs and recommend suitable types of loans.


Submit files to the designated Underwriter.


Conduct interviews to assess client eligibility for loans or mortgages.


Ensure you comply with the established regulations and law requirements.


Follow-up with clients to verify important information.


Requirements:


Bachelor?s degree in Finance or relevant field.


A minimum of 2 years? experience as a Loan Processor or similar role.


In-depth knowledge of closing procedures, loan processes, and documentation.


Good understanding of banking computer software and MS Office.


Excellent interpersonal and communication skills.


Good multitasking abilities with outstanding time management skills.

  • software

Sobre la empresa

InvestStaff is a professionally managed search firm for providing high quality staffing and consulting solutions that are best-in-class and fit the changing needs of the industry.