Pre-Approval Specialist

About the Company

The client operates as a national bank specializing in personal finance within the financial services sector. It utilizes cutting-edge, mobile-first technology to support millions of members in reaching their financial goals, while being driven by a set of core values focused on impactful work.

Role Overview

The Pre-Approval Specialist is instrumental in ensuring loan files are meticulously compiled and completed for underwriting. This role manages communications with borrowers, vendors, and loan officers to gather and confirm all necessary documentation, thereby improving the efficiency and quality of the loan approval process.

Key Responsibilities

• Liaise with borrowers and third-party entities to collect and examine required loan documents and vendor details.
• Confirm completion of vendor orders and verify supporting invoices.
• Guarantee all paperwork is complete and accurate before presenting to the underwriting team.
• Prepare thoroughly documented files ready for initial underwriting review.
• Complete all loan submission checklists as mandated.
• Oversee the loan pipeline to adhere to designated turnaround times.
• Log communications connected to loan applications systematically.
• Perform other related tasks as assigned.

Candidate Requirements

• At least one year of experience in the mortgage industry.
• Competence in calculating income and analyzing credit reports.
• Strong communication skills for engaging effectively with borrowers.
• Familiarity with mortgage guidelines and regulatory standards.
• Proficient mathematical and analytical capabilities.
• Excellent written and oral communication abilities.
• Capacity to prioritize assignments and meet deadlines consistently.
• Willingness to work flexible hours and overtime when necessary.
• Experience with Microsoft Windows and Google Suite applications.
• High school diploma or GED required; prior mortgage experience preferred.

Compensation and Equal Opportunity

The salary range for this position is variable and will be tailored based on the candidate’s experience, skills, and location.

Our client is committed to diversity and inclusivity, providing equal employment opportunity regardless of race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.

Additional Notes

RemoteHunter is solely a recruitment facilitator and is not the Employer of Record for this role. Interested candidates are directed to complete their full applications directly through the hiring company.